Task Management in SigmaMD
SigmaMD’s tasks help your practice streamline daily work. Here’s where tasks appear and what each task includes.
Introduction to Tasks
In SigmaMD, tasks live on the Tasks screen, which works alongside the calendar so you can see your daily schedule and your to-do list together. The Tasks screen lists your tasks in a table, and tasks with Add to Calendar turned on also appear on the calendar.
Tip: Click Archived tasks in the top right of the Tasks screen to see archived tasks and restore them.
By default, the table shows your own To-Do tasks. Use the filters at the top of the table to see other team members’ tasks or Done tasks, or turn on Overdue to see only overdue tasks.
Anatomy of a Task
To add a task, click Task at the top of the Tasks table, fill in the details, and click Create. To complete a task, hover over it in the table and click Done.
Each task can include the following details:
Title: A short name for the task.
Assignee: The team member responsible for completing the task.
Status: Whether the task is To-Do or Done.
Priority: Tasks can be marked as High Priority to signal urgency to the team.
Patient: Optionally, link the task to a patient.
Due Date: The date and time by which the task needs to be completed. Turn on Add to Calendar to show the task on the calendar.
Recurrence: Tasks can be set to repeat at specific intervals, useful for regular workflows like patient follow-ups.
Categories: Labels your practice creates to organize tasks by type. You can filter the Tasks table by category.
To manage categories, click the Categories icon at the top of the Tasks table.
Click Category to add one, edit a name to rename it, or click the trash icon to delete it. Click Save when you’re done.
Categories are shared by everyone in your practice, across all locations, and any team member can manage them. After you delete a category, new tasks can’t use it, but existing tasks keep it.
Description: A free-text field for adding important context or instructions. Images or files you paste or drag into the description are added to the task’s attachments.
Attachments: Click Attach file to add files From computer. When the task is linked to a patient, you can also add files From patient files, and files you upload are saved to the Tasks folder in the patient’s files.
Utilization in Practice
Click a task on the calendar to see its details. From there, you can open the patient’s chart, archive, duplicate, or edit the task.
Tasks keep your team’s follow-ups in one place, right next to your schedule.
