In Instinct EMR and Instinct Treatment Plan, you can edit a task, add notes to it, void it, or review its full change history from the Task List.
Edit a task or add notes
Select Task List from the left navigation panel.
Find the task, click the 3-dot menu next to the task, then select Edit or Add Note.
Update the task details or add a note, then select Save.
Notes appear between the task description and the patient information.
Void a task
Click the 3-dot menu next to the task.
Select Void or Status → Voided.
Enter a reason for voiding the task.
Confirm by selecting the checkmark.
Unvoid a task
Click the 3-dot menu next to the task.
Select Undo Void.
The unvoided task is placed back in the To-do section, with the void reason still visible.
The void reason can be removed by clicking the void reason field and clearing the field, then selecting the checkmark to save.
Note: You must enter a reason when you void a task. Voided tasks can be found in the Voided status section of the task list. Completed tasks cannot be voided. |
View a task's audit log
Instinct records every change made to a task. Anyone in the practice can view a task's change history. The audit log captures the date, time, action, and name of who created a task and made any changes.
Click the 3-dot menu next to the task.
Select View Audit Log.
To review task activity across the practice, use the Task List Status Audit Dashboard in Instinct EMR. To read about this dashboard, see Task List Status Audit Dashboard.
Frequently asked questions
Who can view a task's audit log?
Anyone in the practice can view a task's change history by selecting View Audit Log in the task's action menu.
Can I edit a task after it is completed?
Yes. Tasks are editable regardless of their current status.
Still need help?
Contact support via live chat or email [email protected].