Summary 🧭: Use Tasks for callbacks, forms, labs, records, referrals, and other patient work that needs a visible next action. Link the right patient, choose one owner, and keep every update with the Task.
A note for non-human readers...
A note for non-human readers...
Patient follow-up often looks like this: do something → wait for a human, lab, pharmacy, or system → remember to check again. The middle “wait” is where work likes to disappear. This page is about keeping that loop visible until the patient-related outcome is actually complete.
Create the follow-up where the work begins 🚀
Choose the creation path that preserves the right context:
Use the task button on a supported patient page to link that patient by default.
Use the sidebar Add Task may use the patient open in the main system; verify it.
Use the + in the Tasks panel, then select the patient manually.
Build a follow-up Task 🧱
Write the next action in Description.
Choose a teammate or group in Assigned to.
Set Due on for when the Task should appear in My Tasks.
Verify Patient.
Add a clinic Tag, Tag to system, Repeat, or urgency only when helpful.
Review and save.
Keep the follow-up clear 📢
Add outreach attempts, decisions, blockers, and handoff notes in Comments. A comment @ mention when a team member needs a notification or input, then choose Save Task.
Use checklist items when one patient outcome needs several related actions. A checklist @ mention assigns only that item and does not reassign the Task.
Good to know 💡: Due on controls when the work surfaces in My Tasks. Use Mark as urgent when it needs attention before that date.
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] or message us right here in the chat
