Tasks

Tasks are the to-do list for your practice. They’re things that need doing — call a patient back, follow up on a referral, chase down insurance, remind someone — that don’t belong inside a single referral record.

Tabs

• Active — tasks still open
• Completed — tasks marked done
• Cancelled — tasks called off

Each tab shows a live count of how many tasks it contains.

Filtering and sorting

Along the top of the page you can narrow the list:

• Type — filter by task type (follow-up, callback, admin, etc.)
• Assignee — Me, Unassigned, or a specific teammate
• Sort — by due date, priority, created date, or last updated

Summary cards

Above the table you’ll see three cards:

• Active — how many tasks are currently open
• Completed — how many have been closed
• Overdue — anything past its due date that’s still open

What each row shows

• Title
• Type
• Assignee
• Due date (highlighted if overdue)
• Priority
• Associated patient or referral, if any

Click a row to open the task detail page with notes, subtasks, and an activity timeline.

Adding a task

Click Add Task in the top-right. Fill in the title, type, due date, assignee, and any context. You can attach a task to a specific patient or referral, which makes it appear in that record’s sidebar too.

Tasks vs. inbox submissions

Don’t confuse Tasks with the Referral Inbox:

• Inbox submissions are incoming referrals waiting to be turned into real referrals. They live in their own queue and become referrals once you approve them.
• Tasks are arbitrary to-dos created by you or your team. They can be attached to a referral, but they don’t represent a referral themselves.