Version 14.19

Path: Clinical, Practice Management, or Billing tab > Schedule button

Overview

In this article, you will learn how to view and complete outstanding tasks.

Viewing and Completing Tasks from Calendar

1. Select the Calendar radio button.
2. Select a Patient on the calendar. Tasks are displayed in the bottom right panel.

1. Double-click a Task to complete the process. The Tasks update and the Task is removed from the list.

Viewing and Completing Tasks from Tracking

1. Select the Tracking radio button.
2. Click the Task button in the Tasks column. The Task window is displayed.

1. Double-click a Task to complete the process. The Tasks update and the Task is removed from the list.

Version 14.10

Path: Smart Toolbar > Schedule button

Overview

You will learn how to view and complete outstanding tasks.

Viewing and Completing Tasks from Calendar

1. Left-click the Appointment to view the patient's task. At the bottom right hand of the screen, all Tasks for the patient are displayed. This example will only focus on Front Desk tasks.

1. Double-click the Task to complete it. If you are scheduling an appointment, do not double-click on the task, go to the available date and double-click to make the appointment. A Confirmation pop-up box is displayed to confirm that you want to schedule the Task. 
2. Click the Yes button. The outstanding Tasks update and are removed from the Task list.

Viewing and Completing Tasks from Tracking

1. Click the Tracking tab .
2. In the Check List Column, click the Task button  for the patient. The Red number, indicates how many tasks are outstanding for the selected patient. The Checklist window is displayed.

1. Double-click the Task to select it. You are directed to the location where the Task is to be completed. Once the Task is finished, it is removed from the task list of the specified patient.