Adding a task for practice staff

Gwynneth Derere
Gwynneth Derere
  • Updated

Request details

When you are reviewing and responding to a patient request and want to add a task for someone else at your practice, you should use the Tasks selector tab to open the Tasks page.


This will open the 'Tasks' page, where you can view existing tasks and add new ones.


You can add a Task by:

  1. Choosing a staff member to assign the task to
  2. Describing the task
  3. Clicking Add task

The new task will then be visible at the top of the Tasks page


The request will be added to the Inbox of the staff member with a status of Task for you.




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