Creating a Task

Steps

1. Navigate to Tasks in the sidebar.
2. Click the Add task button in the top-right area.
3. Fill in the task details:

   Field	Required	Description
   Patient	Yes	The patient this task is for
   Title	Yes	A short description of the task
   Type	Yes	Phone, Email, or SMS
   Assign to	No	Assign the task to a team member
   Description	No	Additional notes or context

4. Click Save task details to save.

After creating a task

The task will appear in the task list with a status of Open. If you assigned it to someone, they will receive a notification.

Tip: If you're creating a task for a patient follow-up call, use the Phone type and add a brief description of what to discuss. This helps the assigned team member know exactly what's expected.