Using Tasks for reviewing patient task history

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Review tasks for one patient

Review the Tasks connected to a patient without searching through your entire Task list. You can open Task History from the patient’s record or filter Tasks manually.

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Open Task History from a patient record

When working in any supported system, such as Hint, Elation, or Spruce:

1. Open a patient page in your selected system.
2. Select the dropdown button next to the patient's name
3. Click Task History.
4. Tabflows opens Tasks and filters it to that patient.

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Filter Tasks by patient manually

You can also find a patient’s Tasks directly from the Tasks view:

1. Open Tasks.
2. Open the filters and choose Patient.
3. Select the patient.
4. Add other filters when helpful.
5. Review the matching Tasks.

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Read the view for a specific question

• Status and Due on for outstanding or time-sensitive work
• Assigned to for work owned by a specific person or group
• Tag or System for a particular workflow
• Creator or Mentioned user for work involving a specific teammate

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What you can review

The patient-focused list helps you see:

• What work was requested
• Who owns each Task
• Whether the Task is open or complete
• Due dates and urgency
• Subtask (checklist) progress
• Comments and mentions

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Improve future patient links

Remember the creation rule: the patient-page Task button links by default, + in Tasks requires manual selection, and sidebar Add Task may use the open patient. Always verify Patient before saving.

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