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Use Case: Create Tasks within Assist

Ask Assist to create a task for you within Tabflows Tasks

Written by Adam Bragg

Start an Assist chat and ask Assist to create a task for you with one simple sentence!

Start a patient chat or a general chat and try asking Assist to:

Charge for labs:

Create a task for [team member's name] to charge for this patient's labs - task due today, list labs, lab ID #s, lab prices, and total price.

Patient follow ups:

Create a task for me to follow up with this patient about [topic] in 4 weeks.

Include a 3-5 point summary of their most recent visit in this reminder.

Annual visit reminders:

Create a task for [Tabflows group name, e.g. ops team] to schedule this patient's annual visit 11 months after their previous annual visit.

Pro tip: try saving these prompts as saved prompts within your Assist side panel to use them with 1-click in the future!

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