Task List is an easy way to assign time-sensitive tasks to yourself or other staff members in Instinct and is accessed in the left navigation panel.
As Tasks are added, the left navigation bar will also display a color-coded Task List count for any Tasks that are assigned to you.
If the circle is orange, it indicates tasks due today.
If the circle is green, it indicates tasks due tomorrow.
If the circle is red, it indicates tasks are overdue.
If the circle is gray, it indicates the number of upcoming tasks that are not overdue, due today, or due tomorrow.
📓 Please Note: You can have an unlimited number of tasks but the Task List counter shown above has a limit of 50. If there are more than 50 tasks due, only 50 will show until the list is reduced.
Once clicked, the Task List panel opens on the right side of the screen and can be pinned, allowing you to freely navigate the different sections of Instinct without having to reopen the Task List . If there are no open, completed, or voided tasks, the panel will indicate that you’re all caught up on tasks.
‘My Tasks’ are displayed by default, however, you can also use the search drop-down to view other team member’s Task Lists. Clicking in the search bar will automatically pull up a list of User, Group, Doctor, and Staff.
You can also use the search bar to search for patient’s by name or ID.
For Instinct Treatment Plan hospitals: You can search by patient name or ID, or by user.
For Instinct EMR hospitals: You can search by patient name or id, users, or group.
Groups are based on Calendar Staff Groups in Admin.
📓 Please Note: Tasks sent to groups will not generate color notifications on the left sidebar. Notifications of this kind will only be visible to individual users. To view group tasks, navigate to the Task List panel.