Tell me more about tasks
The "Tasks" feature is the ultimate organizer for all your to-dos, whether it's managing patient care or completing your daily practice tasks. Here's how you can create tasks in your practice.
From within a patient's/client's chart
1. Go to the "Tasks" section within a chart. 
2. Add your task under "Need to do," and set a due date under "Due Date." Click "Add" to add your task. 
3. On the top right-hand corner, you can choose how you want the system to remind you about the task. The changes will take effect immediately. 
4. To delete a task, click the trash can icon. 
5. To complete a task, check the box next to the task. 
6. If you accidentally complete a task, you can move it to the active tasks again by unchecking the box next to the completed task. 
From the "Practice" section / "Home" dashboard
1. From your main dashboard, click on "Practice."
2. Go to the "Tasks" section. 
Or...
2. Click on "Go to my tasks and drafts" from the "Tasks Due Today" section of your "Home" dashboard. 
3. From this section, you can manage/add tasks for each chart in your roster. 
If you have any questions, please contact us.