Tasks can be created to remind PracSuite users of both administrative and clinical tasks, either in relation to a patient or for general office tasks.

Go to a Client file.

In the client file, click Tasks in the left menu bar. All assigned tasks for the patient are grouped here. Click Add Task to create a new task.

The New Task window will appear. The Task Type, Status, Due Date and Notes can be selected as required. Select Save to finalise your changes.