Tasks FAQS

How can I only see my tasks on the Patient Tracking screen?

At the top of you 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. 

  • When you select "Mine" it will show tasks for those departments you are a member of. 
  • If a staff member is in multiple departments they will see all of the tasks for those departments.
  • If they are functioning in one capacity at a given time, they can select the particular department they would like to view from the drop down.  

How do I order task with due date in future?

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.