📌 Note: Only users with the Tasks: Add or view tasks permission have access to this feature (refer to User permissions).
Tasks is designed to help you organize and track work that needs to be completed for your patients or practice. Whether you need to follow up with a patient after a procedure, review lab results or complete administrative work, you can use it to manage standard and repetitive tasks more effectively.
First, your clinic needs to configure categories and templates. They help organize tasks for your different workflows, eliminate manual entry and ensure that important information is consistently included.
The tasks list offers a centralized and flexible view of your clinic’s tasks. Much like your inbox, you can customize and filter this list in order to view what needs your immediate attention and save frequently used filters as personal or clinic-wide views for quick access. You can also view all tasks for a specific patient from their patient chart.
You can create tasks from several locations within the CHR, including patient documents and encounters, and assign them to yourself, to other users in your organization, or leave them unassigned for anyone to complete. Fields can be automatically populated based on the selected template, or the location from where the task is created. To save even more time, you can create everyday tasks in one click with quick tasks.
Real-time tracking facilitates team collaboration and communication. You can quickly start or complete a task, update its status, or share relevant information and updates with other users in your clinic using comments, while all changes are automatically tracked for a complete history. Users with appropriate permissions can use mass actions to update multiple tasks simultaneously, saving valuable time.
For more information, refer to the following help articles:
Creating task categories and templates (administrator)
Creating clinic-wide task views (administrator)
Updated November 14, 2025