Understanding task management. There are two ways to create tasks. The first one is through the patient’s record. Scroll down a touch, so the history dropdown and select tasks. Here you can see all contacts taxed. Right now we do not have any, so we’re going to go ahead and create one where it says new task under our dropdown. Okay, we’re going to add our tax name. In this case we want to call the ball up of these PRP inquiry. You can assign this to any of our users who any of our staff members in this case. Let’s choose Rachel crush shower. I think select our start thing and are due date by clicking in this field here. In this case, let’s choose October 31st and then click on our small check Mark to save. We can add our priority level, whether it’s low, normal or high. In this case it’s normal. We can change our status to not started in progress or completed. In this case, we’re choosing not started and then below we can add the description and then we can add anything you would like to hear. Just for additional information. As you can see, we have 2,500 characters to use, but for this case I’m going to right patient express interest with pure P but wanted to discuss it with her husband first. Looks great. Now that we’re done creating this task, click on save.

If I scroll down, I’ll be able to see the task that we just created. Call the follow up with PRP inquiry. Priority level is normal. It’s not started the contacts name who was assigned to who was assigned by as well as the start date and due dates. Now to update the status, I can go ahead and click on this task, change the status to in progress and then I can also add a comment here. I’m gonna say called and left a voicemail on 10 23 and I don’t need right 10 23 because as I save it, you’ll see, but the date and time being documented as well, which staff member or user is creating this comment. Let’s go ahead and click on save. It’s going to bring us back to the contact profile, but now let’s discuss the other way to create tasks and look at all of the tasks that you have to do.

Come over to your left hand navigation menu to task management and select task list. Here we can see all of our tasks. You can see the priority levels, the status of each one, the contact that they are assigned to the staff member. The task is assigned to who the task is assigned by as well as the start date and the due date. Let’s say for the sake of example, I completed these two. That’s has not started to that followup call and they invisible aligners. I can simply click on the small check box to the very far left of each of those tasks and then come up to the top where it says actions and I can choose Mark all as completed.

Right now, Sadie has updated and now it’s like another task to update. Simply click on the catalog, new task, click, so scroll down and add a comment such as left a voice mail. Click on that plus button to the right of this field and that’s going to record this comment here and as you can see again, it’s showing the date and time. Then click on save again. I can click on the small box, the left of the task. We just read the comment four and I can set to in progress. Wonderful. All updated. Now as I mentioned, I can also create a task from this as well simply by clicking on new tasks in the top right

task name. In this case it’s just scheduled. Console’s going to assign it to the staff account. We’re going to add my contact here in as I type this in. You’ll see the contacts will appear, so Elvis Presley, my start date is today. My due date is going to be Friday the 25th my priority level is going to be high and for my status I’m going to keep it as not started. Then slip safe and if you notice we don’t see this task here. The reason is we click on show filters and specify different date range. So let’s select show filters, choose our date range. We can choose today, yesterday, the last seven 30 or 90 days, month today, last month, year to date or last year. I can also use these arrows to go through months and I can simply click on the calendar date did choose my date range, so in this case I’m going to choose this month. I can filter by status whether it’s not started in progress or completed. I can sort by who each task is assigned to. In this case we’re only doing Rachel frosh hour. I’m going to select all assigned by, I only want to see tasks assigned by Rachel crash or I could select her, but I’m going to keep this as all [inaudible] and then my priority level. So if I only want to view high priorities, I can go ahead and select that. But I’m just going to keep this up. Oh and click on save.

Now we get do the task that we created for Elvis Presley. We can see it was created by Rachel crash. Our start date is today and the due date is 10 25 2019 and that’s how we utilize our task manager.