Tasks are a useful way to stay on top of the non-treatment-related duties of your practice. They are most commonly used for managing callbacks, but they can also be used for internal 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! NOTE: You have the option to include tasks or not when exporting the patient's medical record.

Never miss a callback! You can set tasks to be created automatically when a certain product or service is administered through the SOAP. This is a great way to ensure consistent patient care and customer service and help keep your practice running smoothly.

To create an automatic task, open the specific product or service in Admin that you want to generate the task. You will see a section for Automatic Task where you can set a default title, when the task will be due, and if any users should be assigned automatically.

Tasks load by default based on due date, but you can sort or filter by other data parameters, assigned to users, status and even quickly filter for tasks due today by using the 'Assigned to Me' button.

You can also view tasks directly on a patient or client profile.

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 are available for uncompleted, in progress, waiting, and completed to help you organize and keep track of tasks.