Using Tasks across roles and teams

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Common ways teams use Tasks

• Front desk teams can track scheduling follow-up, forms, intake steps, and paperwork.
• Medical assistants and nurses can coordinate callbacks, lab follow-up, records, and visit preparation.
• Providers can route follow-up, review outstanding work, and check patient-related tasks.
• Billing and administrative teams can manage payment questions, membership issues, and operational follow-up.

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Set up work that another role can follow

1. Create a Task from a patient page, sidebar Add Task, or + in Tasks.
2. Enter the required Description, Assigned to, and Due on fields. Due on controls when the task appears in My Tasks.
3. Add a Patient when the work is patient-related.
4. Add optional details such as Tag to system, clinic Tag, Repeat, or Mark as urgent when they help the team understand or organize the work.
5. Use Comments for updates. Choose Save Task, then type @ followed by a teammate's name in a comment when they need a notification.

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Let each role build a useful view

Filters can focus the list by owner, patient, status, timing, tag, system, or mentioned user. Save common combinations under Favorite filters so each role can return to the work it reviews most often.

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