How do I create a task status?


How to Create a Status in the DrChrono EHR

Task statuses are a great way for your practice to organize the task management workflow in the task center.  Each task status is specific to a task category. For example: If you create the status “Verified” under the category “Lab Results” that status will only appear when “Lab Results” is selected as the category when creating a new task. The status “Verified” will not be available in the drop-down for any other task category except "Lab Results.”

STEP 1: Click on the three stacked lines on the far right side of the DrChrono dashboard to enter the task center.

STEP 2: Click the “Edit” button next to Statuses on the far left of the page.

Step 3: Enter the fields for status name, status category, and task category. Once completed click the green “ + New Status” button. 

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