Skip to main content

Getting Started: 1-click view of patient tasks

View the relevant tasks associated with your patient

Written by Adam Bragg

Open your task list to to a filtered view for a patient with 1-click! Instantly see tasks assigned to you, all to-do tasks, and the full task history for that patient.

Hover over the button next to your patient's name in your open software app. Then click on one of the below options to instantly see the relevant tasks for this patient!

  1. My active tasks - View all of the incomplete tasks associated with this patient and assigned to you.

  2. All active tasks - View all incomplete tasks associated with this patient

    • Note: the number of "All active tasks" includes all tasks for this patient due today or in the past. However, the list of "All active tasks" will also include all tasks due in the future.

  3. Task history - View all tasks associated with this patient, including incomplete and complete

Did this answer your question?