Select Home > Tasks.
Click the New Task button.
Enter the task name in the Task Title field.
Add the task’s Due Date, Status, and Priority.
- Low: blue down arrow.
- Medium: Yellow side arrow.
- High: Red upwards arrow.
Write in the Description of the task.
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.
Select the user who the task will be assigned to from the Assign this Task To drop-down.
If associated with a Billing Service, a list of customers will be displayed. Use the scroll bar to find the customer you want to assign the task to.