A/R Control Task Options

CollaborateMD's Task Options feature allows users to create specific tasks associated with your patient's A/R within A/R Control. Tasks will help you keep track of items that needs to be completed for multiple patients at once. These tasks can have due dates, links, descriptions, statuses, and priorities, and can be assigned to yourself, to specific users within your business, or to groups.  

Follow the steps below to create a task from A/R Control.

1. Select Patient > A/R Control.

2. Enter your Search Criteria and then click the Search button. 

3. Place a check in the box(es) next to the patient(s) you want to include in the task. 

4. Click the Task Options button. 

5. Select Create Task. 

   You also have options to Reassign or Delete existing Tasks from the Task Options.

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 selected patients 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 Save. 

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