In any busy clinic, having a clearly defined Task List can make or break day-to-day routines, which is why we made this routine as smooth as can be! So ditch the sticky notes and let's get started!
There are two places where you can create Tasks. Most commonly, you will be creating Tasks out of the Practice Manager > Tasks Tab:
Here, you can find a list of all your Tasks. You can adjust the Filters to customize your View of these tasks, which can include filtering out Completed or Closed Tasks. There are eight total columns to help organize your Tasks:
Type - does it pertain to a Patient or the Clinic?
Title - the name of the Task
Due Date - when the Task needs to be completed by
Status - is the Task Open, Completed, or Closed?
Patient - what is the name of the Patient if applicable
Task Category - customizable Categories that can be created to suite the specific needs of your Clinic
Assignee - who the Task belongs to
Actions - mark as Completed, Edit the Task, or Delete the Task
You also have the option to setup an Alert when creating the Task:
If toggled on, you will see the number of Alerts accumulate on your User Icon in the upper right-hand corner of Clerk. This number will stay there until the Task has been marked as Complete:
To create Task Categories, you will need to head on over to Settings > General > Task Categories. Here, you can create them, assign them to a color, edit existing Task Categories, and delete any unnecessary Task Categories already created.
Under your Settings > General > Tasks, you will also see a place to access your current Task List. This is the same Task List as you see under your Practice Manager! Now, you have all the tools you need to keep track of your daily routines and Tasks!