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Tasks
You can use patient tasks for any kind of reminders, or things to do with the assigned date, user, or role.
Dentaltap - Patients Tasks
  1. 1.
    Open the Patient Profile and click on the Tasks menu item at the top.
  2. 2.
    Click on the New Task button to create a new task.
  3. 3.
    You can see all tasks grouped by status - in a queue, and already closed.
  4. 4.
    A complete tasks list.

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 (Patient)

Required fields:

  • Type - a task type (tag), used for quick sorting of your tasks including follow-ups, documents, insurances, laboratory, etc;
  • **Patient - assigned automatically to the existing patient record;
  • 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 expand the details. You can view all of the task-related data with the ability to add comments, and action buttons at the right.
Dentaltap - Tasks Details Main

Task Actions:

  • In Queue/Completed- switch task status;
  • More Actions β€’β€’β€’
    • Edit - edit task details, all fields that are listed in the sectionCreate Task.
    • Delete - completely remove this task from the patient records.
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