Create a task
Create a task at the beginning of your workflow.
-
Select + to create a task.
-
Type the patient's ID number.
-
Select a due date.
-
Select Assign to give the task to someone, and then select Add Task.
Add files to a task
Attach a file to a task so colleagues have the information they need as a task moves through a workflow.
-
To attach the patient's paperwork, select a task and then select Add attachment > SharePoint.
-
Select the patient's file and then select Save.
Add details to a task
Provide details on a task to further help a task through a workflow.
-
Select a task and then type in what you want in the Description.
-
Press Tab to save it, and then select Show on card so the info will appear on the task once it's closed.
Note: The appointment information now appears on the task, and the new owner gets a notification that a patient is assigned to them when they sign in to Planner.
Move and reassign a task
Keep tasks moving in a workflow by moving them to another bucket and reassigning them.
-
In a task, select the Bucket drop-down arrow and then select the next bucket in the workflow.
-
Select the assigned person on the task, choose a new owner, and select X to remove the previous assigned person.
Assign a task
Assign or reassign a task to someone else.
-
Select Assign to and choose the person to receive your task.
-
Select X to remove the previous owner.