Overview

Tasks are the primary way you track follow-up actions for patients in Coda Crimson. Each task represents something that needs to be done — a phone call, an email, or an SMS — and is linked to a specific patient.

This section covers everything you need to know about working with tasks:

• Understanding tasks — what tasks are and how they work
• Creating a task
• Viewing your tasks vs all tasks
• Searching and filtering tasks
• Viewing task details
• Patient notes in a task
• Assigning tasks to yourself
• Completing a task