1. Click on the "Tasks" tab. This tab is available on any referral page.
2. Select the Status chip to set the status of a task.
3. Select the desired status
4. You can assign a task to a user by clicking the assign icon.
5. Select a User. This user will be notified when assigned.
6. Add notes to communicate progress with your entire team.
7. You can add a custom task by clicking "Add Task" at the bottom of the task list.
8. Name the task and add notes!
9. You can also mark clinical, financial and background check status from the tab where your workflow takes place.
10. Select Your Desired Status