Creating a Task from a Document or Chat

Turn any document or patient chat into a follow-up task so your team can act on referrals, lab results, refill requests and patient questions. The task stays linked to the document or chat it came from.

Create a Task from a Document

1. Open the document

   Go to Inbox > Documents and select the fax or scanned file you want to act on.

2. Click Add task

   In the right-hand panel, open the Tasks tab and click the + icon. The task form opens right there in the panel.

   

3. Fill in the details

   Title is required. The assignee and patient are pre-filled from the document when it has them, and you can change either. You can also set a due date, priority, recurrence and category, add a description or attach a file.

4. Click Create

   The task appears in the document's Tasks tab.

Create a Task from a Chat

1. Open the chat

   Go to Inbox > Messaging and select the patient chat.

2. Click Add task

   Click the Add task icon at the top right of the chat. The task form opens in a side panel.

   

3. Fill in the details

   Title is required. The patient and the chat's assignee are pre-filled.

   

4. Click Create

   The task appears in the Tasks section of the chat's right-hand panel.

Find Your Tasks

Every task linked to a document or chat is listed in that item's Tasks section. Click a task to edit or archive it, or click the arrow icon next to Tasks to open the Tasks screen.

All tasks also appear in the Tasks tab in the left-hand menu, where you can search by assignee, patient name or task title.