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
   
   or
   From a Tasks panel select  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.