Troubleshooting · 7 of 15
Why is the wrong patient linked to a task
On this page
Why this happens
The creation path affects patient selection:
| Where the Task starts | Patient behavior |
|---|---|
| Supported patient-page control | Uses that patient by default. |
| Sidebar Add task | May use the patient already open. |
| Tasks-panel + | Requires manual patient selection. |
Fix the task
- Open the task.
- Review the Patient field.
- Remove the incorrect patient.
- Search for and select the correct patient.
- Review the description, assignee, and timing.
- Save the task.
Confirm it worked
The Task shows the correct patient and its remaining details still match the intended work.
Still having trouble? 💬
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- Start a chat using the Support button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or