Create Tasks

This topic describes how to create a task and route it to another person or team.

Creating a New Task

New tasks are usually created from the task list itself. Tasks may also be created from the Patient Issue Listing or the Claim Issue Listing. To create a new task:

  1. Select a task action from the Action list. If an appropriate task description is not included in the list, select any task description and overwrite it with your own description.
  2. Assign the task to a specific staff member, or to a role (front desk, therapist, etc) by clicking the appropriate button and selecting a staff member or role from the respective lists.
  3. Associate any other relevant information with the task (client name, physician name, etc.).
  4. 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 patient, Clinic, and Claim. Associating this information with the task will make it easier to retrieve needed information when the task is processed.

Creating Tasks from Patient Issue Listing

Tasks may be created directly from the Patient Issue Listing.

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