✅Tasks List

All your upcoming tasks are visible in the calendar. Unlike waiting & booking lists, tasks cannot be moved into the calendar and exist only as a list.

Dentaltap - Tasks Side Panel

1. Tab button for Tasks List.

2. New Task button.

3. Search - you can search for records by patient name, or note text.

4. Advanced Filters - by providers, tasks type, other patient data, notes, etc.

Create Task

To create a new task, click on the New Task button. In the opened window fill out the details and click on the Create Task button to confirm.

Dentaltap - Create Task

Required fields:

• Type - a task type (tag), used for quick sorting of your tasks including follow-ups, documents, insurances, laboratory, etc;

• Date - date, when the task needs to be completed.

Optional fields:

• Patient - if empty, the task will be assigned only to a specific user, unrelated to patient treatment;

• Assigned to - assigned user, if empty, the task will be assigned to a role selected from the field below. It is recommended to fill assigned to field, or assigned role field;

• Assigned role - a user role - dentist, administrator, front-desk, coordinator, assistant, etc. If empty, the task can be assigned to any user in the clinic;

• Note - any additional text comment.

Update Task

Once you added a task, you can click on it to open the details. You can modify all the task fields listed in the section above Create Task.

Dentaltap - Task Details

Task Actions:

• Open Patient - a full patient profile will be opened in the same window;

• In Queue/Completed- switch task status;

• More Actions •••

  • Delete - completely remove this task from the patient records.