My Tasks / To Do List

Many tasks need to be completed long after a patient has left the office. Take control over these critical follow-up tasks, with My Tasks, a viewing tool that presents outstanding tasks that need to be completed - whether waiting for Lab Results, patient refill request authorizations, or unsigned Visit Notes.

My Tasks offer far more control over the many critical follow-up tasks present in every care delivery environment, going far beyond the simple elimination of sticky pads and small note pads in your office.

Administrator and/or Office Manager can monitor the tasks that need to be completed...

  • View individual tasks as well as chained/linked tasks.
  • View many different task assignments on the same screens.
  • Tasks can be re-assigned or forwarded in specific, yet straightforward ways.
  • Highlight such things as overdue assignments with a color code.

Awards & Certifications