View & Manage Clinical Tasks
The Clinical Tasks page provides healthcare providers with a centralized view and management interface for all patient-specific clinical tasks and activities that require their attention.
To review how to CREATE clinical tasks click here
Review due & upcoming tasks
This feature consolidates clinical tasks configured in the various active care plans presenting the clinical team with a comprehensive, chronological list of:
- Due tasks: Clinical activities, assessments, or interventions that are currently past due or require immediate action by the team.
- Upcoming tasks: Clinical tasks and patient interactions that are scheduled to occur in the future allowing the team to proactively prepare and coordinate care.
Filter through tasks
Filter through the task list by
- Group — patient population
- Time — today, this week, next week's tasks...
- Assignee — member of the clinical team responsible to complete the task
- Task status — due, overdue, on hold, upcoming
- Tags — tasks for patients with specific tags
- Patient status — tasks for patients with specific status
- Programs — RPM, RTM, CCM, PCM, Post-discharge
Bulk actions on tasks
- Archive Tasks: Clinical users can select multiple tasks and archive them en masse, removing completed or obsolete items from the active task list while maintaining a historical record.
- Put On Hold: For tasks that need to be temporarily suspended or deprioritized, clinical users can easily put a group of tasks on hold, preserving the details while removing them from the active task queue.
- Assign Tasks: When clinical tasks need to be redistributed or handed off to other members of the care team, clinical users can select multiple items and assign them to different clinicians or care coordinators with a few clicks.
Close & document tasks
Selecting the task in the task list allows the clinical user to drill down in the patient chart to:
- Review Task Details: Access specific task details, including task description, due date, and any associated documentation requirements.
- Closing & Documenting Task Completion: Can document the completion of tasks directly within the patient chart from the "Close & Document" button. Where the user is prompted to enter notes and action taken to close the task.
