How to create a task template in the drchrono EHR
Creating and editing task templates provides offices with customized options for how the tasks will function, making life easier.
Step 1: Please access the task center, and click on 'Edit Task Templates' towards the lower left of the page:
Step 2: Once you're on this page, please click on the '+ Create New Template'. Doing so will bring you here:
As you can see, our template tool makes creating these task templates incredibly quick and easy. Once you decide exactly which options work best for your practice, you're set.
Step 3: After giving this template a name, default assignee, due date, priority, category, and a status, please be sure to click 'Save'.
You're also able to 'Archive' a template.
After creating a few templates, your library will look like this:
You're able to edit an existing template at anytime, or archive it.