The Task AI Agent automatically detects when tasks are needed during an encounter, moving your workflow from documentation to action, whether you're managing a single follow-up or a complex care plan.
The agent creates tasks only from task templates you have created. Without a task template, the agent cannot create tasks. For more information, refer to Creating task categories and templates.
As you document the visit in the History, Examination, or Assessment and Plan fields, the Task AI Agent analyzes your notes in real time. When the agent identifies information matching a pre-configured task template, it generates an AI suggestion in the Tasks section and pre-fills the task name and summary along with the prebuilt template fields.
Steps
Start or access an encounter from your schedule, from the Visits dashboard, or from the patient's chart. Refer to Starting an encounter.
Begin writing your notes in the History, Examination and Assessment and Plan sections of the encounter.
Click Run agents in the encounter header to trigger suggestions. You can enable Automatic mode to generate suggestions automatically during documentation. Refer to Configuring encounter agents run settings.
Click the count tag next to the Tasks section header.
The AI copilot window opens on the right side of your screen and displays the Suggestions tab. Hover over any suggestion badge to preview the proposed addition and its source from the encounter note to help you quickly assess each suggestion.
Hover over any suggestion badge to preview the proposed addition and its source from the encounter note. This preview helps you quickly assess the relevance of each suggestion.
You can quickly handle suggestions either individually or in bulk.
Click the checkmark to accept individual suggestions or the X to dismiss them.
For multiple suggestions, click Dismiss all.
When you accept a suggestion badge, a detailed new task suggestion opens and a purple AI icon appears next to AI-prefilled fields. The AI automatically suggests the task title and content using available encounter data. If you make any changes to the summary or title, the AI icon (suggestion indicator) disappears.
9. Review and edit the pre-filled information as needed. You can manually fill any fields left blank by the AI Agent.
10. Click Save. The suggestion is marked with a green checkmark and the new or updated task is added to the Tasks section of the encounter. Refer to Viewing and managing tasks for more information.
11. Once you sign the encounter, the suggestion badges disappear. If you unlock the encounter, the suggestion badges reappear.
Updated October 28, 2026