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.