Tasks
Tasks track work for your practice: follow-ups, lab/imaging order follow-through, referrals, and custom items. Open Tasks from the main menu (/tasks), the Dashboard Action Center Tasks tab, or the patient chart Tasks tab. Create tasks manually (custom or from a Task Template), or let the system create them when you send lab/imaging orders with Create Task / To PCP / To LAB, or when IntelliMed referral ingest creates a Referral Order. Assign staff or leave Unassigned, move status from To Do / Open through In Progress to Done (Completed/Closed), and archive when finished.
Total Tasks
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In Progress
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No tasks found.
Create New Task
Choose a template or create a custom task
No active task templates found for this clinic. You can still create a custom task using the button above.
Where to Open Tasks
Main menu Tasks opens the full Tasks board (summary cards, search, filters, kanban). Dashboard Action Center → Tasks shows Latest Tasks (Super Admin) or My Tasks & Unassigned (others); click a row to open /tasks?task=…. Dashboard TASKS summary card switches to that tab. Patient chart → Tasks lists tasks for that patient with + Create when permitted. Practice → Task Template only defines blueprints—it does not open the work queue.
Board, Search, and Filters
Summary cards show totals (for example total, in progress, completed, urgent). Search by task number, title/summary, description, or assignee. Filters: All Status, All Priority, All Users. My Tasks limits the list to items assigned to you or Unassigned. Kanban columns: To Do, In Progress, Done (and Archived when viewing archived).
How to Create a Task (Manual)
Click + Create on Tasks or the patient Tasks tab, or Create Task from Dashboard Results/Inbox (when permitted). Modal Create New Task: choose Custom Task or an active Task Template. Then fill the form and Create Task. You need Task Management → Create Task (and on the chart, Create Patient Task).
Create Task Fields
Summary (required—task title, 3–100 characters). Description (optional). Location (required—active clinic locations; often defaults from chart or header). Patient (optional—location-scoped; No Patient allowed; locked when creating from chart). Status (Open, In Progress, Completed, Closed—default Open). Priority (Low, Medium, High, Urgent—default Medium). Assign To (optional—Unassigned, or a provider/staff user). Start Date and Due Date (required; due ≥ start). Attachments (optional, size/type limits). Sub-tasks (optional nested work with their own assignee/dates/status).
Create from a Task Template
Active templates from Practice → Task Template appear as cards. Picking one copies title/description/default assignee and expands sub-tasks using each sub-task’s days_taken for dates. Template categories (Schedule Imaging, Lab Order, Referral, Follow Up) organize blueprints only—they are not a field on the task form. No active templates → use Custom Task, or activate templates under Practice settings.
When and How to Assign
Assign when a specific person owns the work; leave Unassigned for a shared queue (Dashboard My Tasks & Unassigned includes unassigned). Assign To lists Providers and Staff for the selected location (or practice-wide if no location). Templates can pre-fill Assign To and sub-task assignees. Order Create Task uses the selected user (or current user); To PCP uses the PCP user; To LAB uses the ordering user. Referral Order tasks from IntelliMed often start Unassigned—assign from Task Details when someone picks them up. Reassign anytime with Edit Task permission; changes can notify the new assignee.
Auto-Create: Lab and Imaging Orders
When creating a Lab or Imaging order, choose send option Create Task, To PCP, or To LAB. The system creates a task titled like Lab Order - {Patient} or Imaging Order - {Patient}, with due dates around 5 days (TASK/LAB) or 7 days (PCP). Create Task needs a valid assignee or it may skip/warn. Completing a linked order task can archive the linked order. Public/API lab-imaging creates use the same pattern when sendOption is set.
Auto-Create: Referral Order and Scheduling
IntelliMed referral ingest (Referral-Order style documents) can create an unassigned task titled Referral Order (due about +48 hours). Completing that task can trigger referral/schedule-link completion side effects. Some public patient/scheduling referral paths create Schedule Patient Appointment tasks (assignee first available user or unassigned; due windows exclude weekends). Check-in does not create tasks. PLIR/fax Results do not auto-create tasks—use Create Task from Results when needed.
Auto-Create: Public / Integration API
External systems can create tasks via the public Tasks API with summary, assignee, dates, and related fields. Staff still manage status and completion in EHR360 Tasks. Other-order public creates with PCP/TASK send options also spawn tasks like staff order flows.
Mark Complete / Status Workflow
Statuses stored: open, in_progress, completed, closed. UI kanban: To Do (open), In Progress, Done (completed or closed). There is no separate Cancelled or Pending—use Closed or delete where allowed for stop-work. To mark done: open the task → set status to Done/Completed (or drag the card to Done). Needs Edit Task. Done sets completed time. Archive is separate (move to Archived / archive action)—use after Done to clear the active board. Completing Referral Order or order-linked tasks may run extra completion services (archive order, schedule-link).
Task Details, Comments, and History
Open a task to edit Summary, dates, priority, assignee, description, and sub-tasks (Edit Task). Add comments with Add Comment to Task. View History when View History Tab is allowed. Attachments upload on create/edit within file limits.
Dashboard Tasks vs Tasks Page
Dashboard Tasks is a quick queue for the day (assigned + unassigned for most users). The Tasks page is the full board with filters, templates, and create. Both open the same task records. Results Create Task Button permission controls Create Task from Results rows.
Patient Chart → Tasks
Shows tasks linked to that patient. + Create opens create with patient locked. Row opens the Tasks page focused on that task. Needs Patient Tasks Tab (and Create Patient Task to add). Cross-link: full board remains under main menu Tasks.
Practice → Task Template (Setup)
Under Edit Practice → Task Template, create reusable workflows: title, category (Schedule Imaging, Lab Order, Referral, Follow Up), description, optional default Assign To, Active flag, and ordered sub-tasks (title, days_taken, required, assignee). Only Active templates appear when creating a task. Templates never auto-run by themselves—staff pick them in Create New Task, or other features create tasks through order/referral send options.
Task Permissions
Task Management: View Task, Create Task, Edit Task, Add Comment to Task, View History Tab. Patient Management: Patient Tasks Tab, Create Patient Task. Practice: Task Template Tab plus create/edit/delete/view template. Dashboard: Results Create Task Button. Super Admin bypasses. Without View Task, the Tasks page shows Access Denied.
Common Issues
(1) No Tasks menu / Access Denied—missing View Task. (2) No + Create—missing Create Task (or Create Patient Task on chart). (3) Empty Assign To—select Location; ensure providers/staff exist for that site. (4) Patient list empty—select Location first. (5) No templates—activate Task Templates for the practice. (6) Order did not create a task—use send option Create Task / To PCP / To LAB and a valid assignee for Create Task. (7) Referral Order missing—ingest must be referral-order with IntelliMed referral id. (8) Cannot change status—need Edit Task. (9) My Tasks still shows Unassigned—by design. (10) Completing order task archives the order—expected for linked lab/imaging tasks.