How do I manage my practice-wide tasks?

Clinicians can easily create a task list to set reminders and help them stay on track. Read on to learn how, or watch a video here:   


1. From the main dashboard, click on "Practice." 2. Go to "Tasks."

3. Add your task/reminder under the "Need to do" column, and click on "Add." 4. A success message will appear, and you can find your task/reminder below. 

5. Any due task will appear in your home page. You can go to your tasks by clicking on "Go to my tasks and drafts."

Note: The task list will also be visible for administrative assistants linked to your account if the permission "Tasks'' is enabled in the ''Account>Users" section. 

If you have any questions, please contact us.

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