Creating a task
You can also use collaborations to create, discuss, and track tasks. A task is just like a regular collaboration but it includes a due date and different status options in order to track in-progress and completed work.
A task can be sent to another provider and linked to a patient record for reference.
- From Provider > Collaborations select + New Collaboration
or
From a Tasks panel select and then New Task - Confirm the Type field is set to Task
- Optional: Link a patient to the task by searching and selecting their name from the Patient field
- Enter a Due Date for the task
Search and select a name from the Add Collaborator field to send this task to someone
- The name of each collaborator added appears above the Subject.
Enter the Subject and Message
- Select Create
- The task appears in Provider > Collaborations and the Tasks panel.
The name of the person who created the task is bolded.
The subject is bolded when you have an unread message in that conversation.
- The task appears in Provider > Collaborations and the Tasks panel.