This outlines the steps to create a task directly from the patient's side panel in the system, ensuring efficient task management related to patient care.
Key Steps
Accessing the Patient's Side Panel 0:00
Open the patient's exam in the system.
Locate the right-hand side panel of the screen.
Scrolling to Create a Task 0:15
Scroll down to the bottom of the side panel.
Find the option labeled 'Create a Task'.
Defining the Task 0:29
Click on 'Create a Task'.
Enter the task details, for example, 'Call patient to schedule an appointment for their family members'.
Assigning the Task 0:43
The system will automatically assign the user.
Adjust the assignment if necessary.
Setting a Deadline 0:43
Set a deadline for the task as needed.
Linking the Task to the Patient 1:02
The task will automatically link to the specific patient from the active exam.
Accessing the Insurance Claim Side Panel 1:02
Navigate to the insurance claim section.
In the 'Patient Information' section, select 'View Profile'.
Creating a Task Related to the Claim 1:21
Use the same process to create a task related to the patient or the claim.
Viewing All Tasks 1:33
All created tasks will appear in the task manager on the homepage dashboard.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.