Tasks
Tasks lists work items linked to this patient—manual follow-ups and many auto-created lab, imaging, or referral tasks. Create from the chart with the patient already selected, or open a row to work it on the main Tasks board. Full assign/complete rules are also in the Tasks help section.
What Patient Tasks Is For
A patient-scoped task list showing task name, status, priority, assignee, start/due dates, and description. It helps care coordination without leaving the chart. It is not the full practice Tasks board for every patient, and not Messages.
Where and When to Use It
Open chart → Tasks (or use Create Task on the summary bar) when assigning follow-up for this patient. Use the main Tasks menu when working across many patients. Lab/imaging send options and referral workflows may auto-create tasks that appear here.
How It Works
The list loads tasks for the selected clinic (and often location). Create opens Create New Task with this patient locked when Create Patient Task is allowed—often after picking a template. Opening a row focuses that task in the main Tasks experience so you can assign, complete, or archive per Tasks rules.
How to Create or Update
Create → choose template if prompted → fill summary, assignee, dates, description → Save. To change status or assignee, open the task and use the same complete/assign/archive actions as the main Tasks module. Confirm clinic (and location) are selected or the list/create flow may fail.
Common Issues
Tab missing: Patient Tasks permission. Cannot create: missing Create Patient Task or no clinic selected. Expected auto-task missing: the order/referral send option did not request a task. Looking for all practice tasks: open main Tasks menu.