Using Tasks for preventing missed follow-up

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Create a follow-up that is easy to act on

1. Create a task from the patient's page when possible so the patient is linked by default.
2. Write a specific Description, including the next action and any context the assigned person needs.
3. Choose the responsible teammate or group in Assigned to.
4. Set Due on for when the task should appear in My Tasks.
5. Select Mark as urgent only when the task needs priority attention; it still surfaces on its Due on date.
6. For several related actions, use checklist items in Description. Add updates in Comments so the next reviewer can see what happened, and send each one with the comment's arrow button or Enter.

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Create a consistent review habit

Use filters for assignee, patient, status, timing, clinic tag, creator, mentioned user, type, or system. Save useful combinations under Favorite filters.

A practical review view combines:

• One teammate or group.
• Open status.
• The relevant Due on range.

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Choose a cadence that matches the clinic

A practical review might focus on one assignee or group, outstanding statuses, and the relevant due-date range. Keep the exact filter combination aligned with your clinic's workflow.

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