Task Center

You can filter the view for tasks by different due dates in the task center Click on the task center icon ( ). Click on the Due Date filter dropdown menu and select the filter you would like to view the tasks by. Tasks that do not...

Creating a Task in D rChrono There are two ways to create a new task in DrChrono: through the navigation bar or through the task center . Creating a Task in the Navigation Bar 1. Click on the + symbol on the f...

1. To edit a task that is assigned to you, please click on the task itself, or the blue pencil icon ( ) on the right of the screen. 2. After clicking on the task, you'll be redirected here, where you're able to make changes to who...

To delete a task, you will need to archive it. 1. Click on the three stacked lines on the far right side of the DrChrono toolbar to enter the task center. 2. Ensure all filters are set correctly to show the task you ...

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 t...

In the Task Center, you can manage your current as well as your archived tasks. 1. Click on the three stacked lines ( ) on the far right side to enter the task center. 2. Ensure all filters are set correctly to show th...

Creating and editing task templates provides offices with customized options for how the tasks will function that best fit your office workflows. 1. Please access the task center ( ), and click on Edit Task Templates towards the lower ...

Once you complete a task or need to change the status for any reason, please either click directly on the task itself, or on the blue pencil icon ( ) towards the right of the screen. You'll see this screen: As you ca...

Creating a task category is a breeze with DrChrono's task system. This functionality allows greater customization and control when assigning tasks throughout the office. These categories organize an individual's task inbox for easier visibility of ...

If your practice has a group of individuals who consistently receive the same tasks simultaneously, you may create a user group with that group. 1. You will be able to add user groups through the Staff Member management page. To access this pag...