At the top of the Tracking Screen there is a section where each users can select what tasks they wish to see. The options are All, Mine, or select a department from the drop down.
- All: all outstanding tasks are displayed.
- Mine: tasks for those departments you are a member are displayed.
- Department: tasks for the selected department are displayed.
You can create a task for a future date: on the Assessment/Plan tab of the note you can use the "Other Tab." It will appear on the Tracking Tab and on the Overview screen of the patient chart. You can also use the Task Tab on the Schedule/Practice Workflow to see the practice view of these tasks to see who has upcoming tasks.
A task referencing patient "0" (zero) may occur when there is a patient on an Instamed Portal Payment who's account number does not match in OP. It is best practice to research in Instamed Merchant Services directly to confirm which patient the payment should be associated to. Once the patient is confirmed, the payment can be applied appropriately.