Create a Task

  1. Select Home > Tasks > My Tasks.

  2. Click

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

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

    • Low: blue down arrow.
    • Medium: Yellow side arrow.
    • High: Red upwards arrow.
  5. Write in the Description of the task.

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

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

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

  1. Click Save.