Open the Task List and choose a view
Click Task List in the left navigation panel to open the Task List pane on the right side of the screen. Use the different tabs in the Task List pane to switch between views. For details about each view, see Use Task Views and Expand the Task Pane.
Me: Displays tasks assigned to you, so you can quickly return to your work without searching for them.
Practice: Displays tasks from anyone in the practice so that you can inspect and manage the whole team's tasks.
Patients: Displays tasks linked to patients you are responsible for, either as the visit provider or as a member of the patient's care team.
Groups: Displays tasks linked to groups you are a member of.
Note: You can pin the Task List pane to keep it open while you move through Instinct.  |
Find a specific task
Use the search bar to quickly find a specific task, even in a long list. Searching for a key term will show results for upcoming (to-do), in-progress, completed, and voided tasks, in expandable lists grouped by their status.
Group and sort tasks by priority
Tasks display a priority flag to improve team coordination. You can group and sort tasks by priority. Priority can be assigned when creating or editing a task.
Understand due date colors
Due dates and times are color-coded so you can quickly spot what needs attention:
Red: Overdue
Orange: Due today
Green: Due tomorrow
Gray: Due later
Open a patient's chart from a task
Click the patient's name that is linked in a task to open the patient's chart. The PIMS ID is displayed to the right of the patient name.
Receive task notifications (EMR only)
Instinct EMR can notify you when a task is assigned to you, to one of your groups, or to one of your patients.
Control Task notifications
To turn this setting on or off, in Instinct EMR, click on your name in the top-right corner, then select Preferences.
Under Notifications, toggle Tasks on or off. With Tasks toggled on, you will receive notifications when a task is assigned to you, one of your groups, or one of your patients.
With Task notifications on, you will see a notification on your Notifications list with a View task button to take you directly to the task.
Frequently asked questions
Can I view another team member's tasks?
Yes. Under the Practice view, use the drop-down menu to choose a group or staff member to view their task list. From there, search for a keyword or patient to filter down to a specific task or tasks.
Why are some tasks missing from my Groups view?
The Groups view only displays tasks linked to groups you are a member of.
Why are some patients' tasks missing from my Patients view?
The Patients view only displays tasks for patients you are responsible for, either as the visit provider or as a member of the care team.
Still need help?
Contact support via live chat or email [email protected].