Introduction to the Task List

The Task List is a primary communication tool in Insight EMR and Insight Billing. Tasks can be created by members of your staff, Clinicient Billing Services, or may be automatically created by the system.

Creating a New Task

The following describes how to create a task and route it to another person or team.

  1. 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.
  2. Assign the task to a specific staff member or to a role (front desk, therapist, etc.),
  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.

Prioritizing Tasks

Tasks may be created with Priorities of Low, Medium, and High. The default priority for all newly created tasks will be Medium. This is an example of creating a task with a High priority:

Creating Tasks from Patient Issue Listing

Tasks may be created directly from the Patient Issue Listing.

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