Add Appointment Task

CollaborateMD allows you to create specific tasks associated with your appointments. Tasks will help you keep track of items that needs to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. You can assign tasks to yourself, to specific users within your business, or to groups.  

1. Select Appointments > Scheduler.

2. Find your appointment.

3. Open the Appointment.

4. Locate and click on Tasks from the right-hand side panel. 

5. Click Create Task.

6. Enter the task name in the Task Title field.

7. Add the task’s Due Date, Status, and Priority.

8. Write in the Description of the task. 

   The task will automatically be linked to the appointment within the task links.

9. Optional: Click the Add Link to link the task to an additional action. Tasks can be linked to a patient, claim, practice, provider, facility, payer, report, message, or customer. 
   

10. Enter the username you would like to assign this task to. Or click  and select the user or group from the list.

    Only users with the Administer All permission under administer tasks can edit tasks for other users.

8. Click Done.

9. Click Save.

   For more information on Tasks, please visit the Tasks Help Article.