✅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. Open the Patient Profile and click on the Tasks menu item at the top.

2. Click on the New Task button to create a new task.

3. You can see all tasks grouped by status - in a queue, and already closed.

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 •••

  • Edit - edit task details, all fields that are listed in the sectionCreate Task.

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