Tasks can be created to remind PracSuite users of administrative and clinical tasks concerning a patient or general office tasks.

Continue reading to learn how to create Task Types.

Learn more about using Tasks in the articles below:

To set up the tasks, navigate to Settings > General > Task Types on the main menu.

Here, you can manage the task types and categorise tasks. The Edit button allows new custom tasks to be added and removed. The default status of a new task is also editable.

Select Add and enter a name for the task.

Select a Default Status for the task when creating new tasks.

Adjust the task order by dragging the vertical lines, or delete it by clicking the trashcan icon.

Click Save to ensure your new tasks have successfully been created.

When adding a new task to a patient file, the Task assignee can by dynamically selected based on the following:

You can also add a checklist that allows you to mark things off as you go for more involved tasks.

Select Add Checklist.

Use the Add button to add items to your checklist.

Select Save to add your checklist.

Checklist status will be displayed within a task, as well as on the Task widget, the Tasks Report and My Tasks areas.