Assign a Task to a Contact Group

CollaborateMD allows you to create specific tasks associated with your patients, claims, payments, etc. Tasks help you keep track of items that need to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. You can assign tasks to an individual or to all individuals within a Contact Group. Follow these steps to assign a task to a Contact Group.

1. Find or Create a Task from the Task section or any record (Patient, Claim, Payment, etc.) that needs a task.

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

3. Add the task’s Due Date, Status, and Priority (Low, Normal, High).

4. Write in the Description of the task.

5. 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.

6. Click  and select the Group Name from the "Select Contacts" list

7. Click Select Contacts.

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

8. Click Done.

8. Click Save. 

   All users in the group will see the tasks assigned to the group, and once completed, the system will track which user completed the task via the User Productivity by Tasks Completed Report, allowing you to monitor user productivity.

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