Create a New Task

Within INSIGHT EMR new tasks are usually created from the task list itself. Tasks may also be created from the Patient Issue Listing, Claim Issue Listing, or by selecting the New Task action button in the top right corner of the screen.

Within INSIGHT Billing new tasks can be created from the Tasks F2 tab, the patient's account, the Claim Editor, by selecting the New Task action button, and in other areas where the New Task icon appears.

To Create a New Task

  • Select a task action from the list. If an appropriate task description is not included in the drop down list, select any task description and overwrite it with your own description.
  • Assign the task to a specific staff member or to a Role (Front Desk, Therapist, etc.),
  • Associate any other relevant information with the task (Client name, Case, Clinic, Referrer, Payer, DOS, etc.)
  • Type in any additional information in the Note section.

In this example, the new task has been assigned to a role, Billing, but you may also assign a task to a specific person. The task has been associated with the Client, Clinic, and Claim. Associating this information with the task will make it easier to retrieve needed information when the task is processed.

When tasks are created from specific areas such as the issues lists or the patient account, information such as Action, Client, Case, Clinic, or Date of Service will auto-populate. For example, when creating a task directly from the Patient Issue Listing the system automatically enters the Action, Client, Case, and Clinic, as well as a brief note explaining the issue.

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