Add a task
Click Task List from the left navigation panel.
Click New Task.
Enter a Task Name (required).
Enter a description (optional).
Select an Assignee: the staff member (this can be yourself) or group responsible for the task.
Search by patient name, phone number, or patient ID to link a Patient (optional).
Select a Priority: Low, High, or Urgent (optional).
Select a due Date. To schedule a specific time, also select a Time (optional).
Select Create Task.
Note: If your Task List is pinned and you navigate to a new screen while adding a task, the details you enter will stay on the screen for as long as you stay logged in. |
Where the task appears
After you save the task, it appears in the Task List for the assignee. Tasks assigned to you appear on the Me tab, tasks for patients with an active visit where you are the provider appear on the Patients tab, and tasks linked to groups you belong to appear on the Groups tab. Instinct EMR notifies the assignee when a task is assigned to them, to one of their groups, or to one of their patients.
Due dates and times are color-coded so you can quickly spot what is overdue, due today, or due tomorrow. To learn more, see Task List Overview.
Frequently asked questions
Do I have to link a patient to a task?
No. Linking a patient is optional.
Still need help?
Contact support via live chat or email [email protected].