How to create a follow-up reminder task

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Create the task

1. Use the patient-page Task button, sidebar Add Task, or + in Tasks.
2. Write the follow-up action in Description.
3. Choose a teammate or group in Assigned to.
4. Set Due on for when it should surface in My Tasks.
5. Confirm Patient when applicable.
6. Select Mark as urgent only when it needs priority attention; set Due on to today when it must appear immediately.
7. Save the Task.

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