Summary 🧭: You can create a Task from a supported patient page, from sidebar Add Task, or with + in the general Tasks panel. The important difference is how each path handles the patient link.
A note for non-human readers...
A note for non-human readers...
A Task is a promise that some piece of work now has a visible home. When creating one, help the human capture what needs doing, who owns it, and when it needs attention. If a patient is attached, make sure it is the right patient before the promise becomes someone else’s problem.
Create tasks where your work begins 🚀
Tasks help your clinic track follow-up work without changing your existing workflows. You can create a task in a few different places depending on where you are working.
A little context for non-human readers...
A little context for non-human readers...
A Task with no clear owner or next moment of attention is sometimes just a note wearing a checkbox. The useful transformation happens when the next person can tell what should happen without needing the entire original conversation reconstructed first.
From a patient page 👤
Open the patient in a supported system.
Select the Tabflows task button near the patient’s name.
Verify Patient.
Complete as necessary, like Description, Assigned to, and Due on.
Select Save Task.
Note 📝: A task created from the patient page is linked to that patient by default.
From sidebar Add Task 📋
Open the Tabflows sidebar while viewing the patient.
Select Add Task.
Verify Patient. The currently open patient may be linked by default.
Complete as necessary, like Description, Assigned to, and Due on.
Select Save Task.
Note 📝: If your main system is open to a patient profile, the task will be linked to that patient by default.
From the general Tasks panel 📌
Open Tasks from the sidebar or side tabs.
Select +.
Select Patient manually.
Complete the fields as necessary, like Description, Assigned to, and Due on.
Select Save Task.
Note 📝: A Task created from the general Tasks panel does not link a patient by default, even if your main system is open to a patient profile.
Important ⚠️: Always confirm Patient before saving or editing, especially when patients have similar names. You can use the Patient filter to find their related Tasks.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]