Tasks and Notes

Last Updated - January 04, 2019

Use tasks and notes to organize your workflow better. For example, tasks like recalls, follow-ups and other. To add a new task, click on the New task button, enter a title, for example, schedule a follow-up, assign user for this task, select a due date when you need to complete this task and add some comments if needed. Later you will see these tasks on the calendar.

Notes – results of recalls, treatment notes or anything else. You can also use patient notes as a collaboration tool. You can also mark notes as important and pin them to the top. For example, some medical alerts, allergies etc. Important notes will be displayed inside the calendar appointment details.