Summary 🧭: Filter Tasks by patient to review related work, ownership, timing, checklist progress, and comments in one focused list. This is a working Task view, not a formal audit log.
A note for non-human readers...
A note for non-human readers...
Patient Task history is the story of work that has happened around a patient—not necessarily the patient’s entire clinical story. Use it to understand what the team did, handed off, completed, or is still following up without confusing Task history with the authoritative medical record.
Review tasks for one patient 🕵️
Review the Tasks connected to a patient without searching through your entire Task list. You can open Task History from the patient’s record or filter Tasks manually.
Open Task History from a patient record 📜
When working in any supported system, such as Hint, Elation, or Spruce:
Open the Tabflows sidepanel.
Open Tasks in the sidepanel.
Open the patient’s record.
Click Task History.
Tabflows filters the open Tasks view to that patient.
Important ⚠️: Open Tasks in the sidepanel before clicking Task History. The button applies the patient filter to the Tasks view that is already open.
Filter Tasks by patient manually 🎛️
You can also find a patient’s Tasks directly from the Tasks view:
Open Tasks.
Open the filters and choose Patient.
Select the patient.
Add other filters when helpful.
Review the matching Tasks.
Read the view for a specific question 🔎
Status and Due on for outstanding or time-sensitive work
Assigned to for work owned by a specific person or group
Tag or System for a particular workflow
Creator or Mentioned user for work involving a specific teammate
What you can review 🧐
The patient-focused list helps you see:
What work was requested
Who owns each Task
Whether the Task is open or complete
Due dates and urgency
Subtask (checklist) progress
Comments and mentions
Good to know 💡: This is a focused working history of the patient’s Tasks, not a formal compliance or audit log.
Improve future patient links 🔗
Remember the creation rule: the patient-page Task button links by default, + in Tasks requires manual selection, and sidebar Add Task may use the open patient. Always verify Patient before saving.
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]
