Adding a task for practice staff

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 

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

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You can add a task by:

  1. Choosing a staff member to assign the task to
  2. Describe the task
  3. Click Add task

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

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

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