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Create 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.

  1. Go to Provider > Collaborations and select New Collaboration

    From a Tasks panel select Three line panel menu icon. and then New Task
  2. Confirm the Type toggle is set to Task
  3. Search and select a name from the Add Collaborator field to send this task to someone
    • The name of each collaborator added appears beside the Collaborators field.
  4. Optional: Link a patient's record to the task by searching and selecting their name from the About Patient field
    • This link helps internal collaborators open the patient's record. It does not enable the patient to open and view their full record.
  5. Enter a Due Date for the task
  6. Enter the Subject and Message
  7. 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.