Creating a Task on the iPhone

Creating a task on the iPhone is easy and convenient. Tasks can be created in the task center or from the patient's chart.

You can access the task center on the lower toolbar of the app by tapping the Tasks button. Tap the () to add a new task.

You can create the task manually by:

• Entering a title
• Selecting the assignee
• Status
• Due date
• Priority
• Category

If you have a task template you have created on the web, you can select it from the menu.

Select Add Associated Item to add a patient and/or document.

Search for the patient you would like to make the task for.

If needed, you can select an item from the patient's history to attach to the tasks.

Tap Save when finished. You will see a green success message on the top.

Once the task is created, you can access it from the main menu by selecting status or category.

If you have already selected an appointment, tap the menu () from the appointment details screen or clinical note and select Create Task. The patient's name and current appointment will already be associated with the task.