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. Set the Task Type, Status and Due Date as required, and add any Notes.
Tasks can be assigned using the Users & Groups tab, where you can select one or more individual users and/or User Groups, or the Business + Role tab, which assigns based on a business and role combination as before. See Creating and Managing User Groups for setting these up.
Select Save to finalise your changes.
