Tasks
Tasks are the to-do list for your practice: follow up on a referral, confirm an appointment, or request a missing document. They track work and can be linked to a referral.
Tabs
- Active — open and in-progress tasks; the tab includes the active count
- Completed — tasks marked done
- Cancelled — tasks called off
Finding outstanding work
On the Active tab, use the All active, My open, Unassigned, and Overdue quick filters. Each shows a count. Switching tabs clears the active-work quick filter.
Above the table, you can also:
- Filter by type — for example, Follow Up, Document Chase, or Scheduling
- Sort — by due date, priority, created date, or last updated
- Search in tasks — match a title, patient name, or task type on the currently loaded page
Search applies to the loaded page, not the entire task history. Clear it to use pagination again.
What each row shows
Rows identify the task, type, assignee, due date, priority, and associated patient when present. Overdue dates are highlighted.
Click a row to open its details and activity. The detail page shows the description, assignment, due date, visibility, and any linked patient or referral.
Adding a task
Click Add Task in the top-right. Enter a clear title, select the type and assignee, and set a priority and optional due date. Choose visibility and add useful context in the description, then select Create Task.
The dialog opened from the Tasks page does not have a patient or referral picker. To link follow-up work to a referral, open that referral and choose Add task in its Tasks panel. The new task carries the journey and patient context. After creating it, open the task to verify its owner, due date, and Linked referral section.
Completing or cancelling work
Open a task and choose Complete. Add an optional resolution note, then confirm. Use the Completed tab to find finished tasks.
If the work should be called off, choose Cancel Task and optionally record a reason. Review the confirmation before proceeding; the dialog warns that cancellation cannot be undone.
Tasks vs. inbox submissions
- Inbox submissions are incoming referrals waiting for review in the Referral Inbox. Approving one creates a referral.
- Tasks are work items for you or your team. They can be attached to a referral, but they do not represent a referral themselves.
Watch: Tasks
Read transcript: Tasks
Start from Riley’s accepted referral. Add a task here to keep the follow-up linked to this journey.
Give the task a clear title and owner. Set the due date and choose who can see it. Add enough detail for the person doing the work.
Create the task, then open it from the journey. Check the saved owner, due date, description, and referral link.
Active lists open and in-progress work. Use quick filters to find your own or unassigned tasks. Search matches the currently loaded page.
When the work is finished, choose Complete. Add an optional resolution note, then confirm.
Open Completed to find the finished task. Its status is separate from the referral’s status.
For cancellation, create a separate duplicate task. The completed follow-up remains unchanged.
Choose Cancel task and give a reason. Read the warning before confirming cancellation.
The Cancelled tab records the outcome. Tasks track your team’s work; they do not replace referrals.
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