Creating your first Task

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Create tasks where your work begins

Tasks help your clinic track follow-up work without changing your existing workflows. You can create a task in a few different places depending on where you are working.

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From a patient page

1. Open the patient in a supported system.
2. Select the Tabflows button near the patient’s name, then Add a task.
3. Verify Patient.
4. Complete as necessary, like Description, Assigned to, and Due on.
5. Select Save Task.

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From sidebar Add Task

1. Open the Tabflows sidebar while viewing the patient.
2. Hover to Tasks and select Add Task.
3. Verify Patient. The currently open patient may be linked by default.
4. Complete as necessary, like Description, Assigned to, and Due on.
5. Select Save Task.

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From the general Tasks panel

1. Open Tasks from the sidebar or side tabs.
2. Select +.
3. Select Patient manually.
4. Complete the fields as necessary, like Description, Assigned to, and Due on.
5. Select Save Task.

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