Using Tasks on the Web

Task Management allows you to assign, review, and manage tasks. All tasks can be viewed from a central queue, and all patient-related tasks are located in patient charts.

There are two number notifications available on the Tasks tab. The purple number indicates tasks in the 'New' status, and the red number indicates tasks in the 'Overdue' status. The tabs in the task queue display tasks you've been assigned, tasks you've sent, and tasks for all users in your practice.

What do you want to do?

  1. Click the Tasks tab.
  2. Select from the Received, Sent, and All Tasks tabs as needed.
  3. Click the Filters drop-down to select and apply criteria to narrow the list of tasks.
  4. Review the resulting list of tasks and click anywhere in its row to open and view task details.

There are four areas from which you can create tasks: the task queue, patient's chart overview, intramail message, and chart notes.

  1. Select an area to create a task from:
    • Task queue: Click the Tasks tab and click Create New Task.
    • Patient chart overview: Navigate to the patient's chart and click Create Task.
    • Intramail message: Click the Mail tab and locate an intramail message, then click Create Task.
    • Chart notes: Navigate to the patient's chart overview and select Chart Notes on the left. Select a chart note you want to create a task for, and click Create Task.
  2. Fill in task details and click Save.
  1. Locate a task you want to reassign. For more information, see Find and View a Task.
  2. Click the Select Task Action drop-down and select Reassign.
  3. Select the user you want to reassign the task to and a due date if desired, and click Save.
  1. Locate a task you want to archive. For more information, see Find and View a Task.
  2. Click the Select Task Action drop-down and select Archive.
  3. Click  OK.

    You can only archive tasks that you have created.

  1. Locate a task you want to archive. For more information, see Find and View a Task.
  2. Click the Select Task Action drop-down and select Complete or Complete and Create Chart Note.
  3. If you selected Complete and Create Chart Note, fill out the details in the Chart Note Information window and click Create Chart Note.

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