Tasks are a useful way to organize and easily recall various duties. They are most commonly used for managing callbacks or follow up communications with clients, but they can also be used for internal tasks, such as remembering to complete nutritional food orders weekly, or completing routine equipment maintenance.
Task Creation
Tasks can either be created manually as needed, or through an automated configuration with your product codes.
Manually Created Tasks
You can create tasks as needed from the main tasks page, the client profile, or the patient profile. If you create a task from the client and patient profiles, their details will automatically be listed in the task.
If a patient is assigned to a task and the task has been completed, that task and details will be listed in the patient history. This saves you time so you do not have to re-enter any details in the patient's medical record after completing a callback!
You have the option to include tasks or not when exporting the patient's medical record
Automating Tasks Through SOAP Product Administration
You can configure tasks to be automatically created whenever a specific product or service is administered through the SOAP. This helps ensure consistent patient care, enhances customer service, and keeps your practice running smoothly.
How to Configure an Automatic Task
Locate the Product or Service
Go to Admin -> Products, then search for the relevant product code.
Click the edit pencil icon to open the product details.Enable Automatic Tasks
Find the Automatic Task toggle and switch it on. This will display the task configuration fields.Define Task Details
Title: This will be the main label shown in the Task Dashboard (e.g., “Post-Exam Follow-Up”)
Due Date: Set how long after the product is administered the task should be due (e.g., “2 days after exam”)
User Assignment: Choose who the task should be assigned to:
Supervising Doctor
Assigned User
None (if you prefer to manually assign later)
Priority: Choose the priority status the Task is created under. Helps evaluate Task attention.
Once saved, your task will automatically be generated each time the product or service is used in a SOAP, helping your team stay on top of patient care without missing a beat.
Viewing Tasks
All Tasks - Task Dashboard
Tasks load by default based on due date, with the oldest due tasks sorting to the top. With each date, tasks next sort based on priority, with urgent tasks sorting to the top. You can additionally sort tasks by various filters based on your needs and viewing preferences. Utilize the search bar if you prefer to recall specific tasks. Alternatively, there is also a quick filter to view tasks assigned to yourself, or due today.
Tasks by Patient or Client
You can also view tasks directly on a patient or client profile by selecting the dedicated Tasks tab.
Task Alerts
When you have tasks that are due today or overdue, you will see a red dot indicator next to the tasks menu item for a quick alert that something needs to be completed today.
Task Statuses
Tasks support various status options so you can most effectively organize, and track your tasks. Status options include: uncompleted, in progress, waiting, and completed.
Task Priorities
Tasks support various priority options so you can most effectively organize and recall your highest priority tasks first. Priority options include: urgent, medium, and low. Tasks default create as medium priority unless modified.
