The Tasks page: how to see and complete tasks from letters

Audience: All

Tasks are the follow-up notes added to letters (see How to add tasks to a letter). The Tasks page gathers them all in one list.

1. In the sidebar, click Tasks. The Task Management page opens.
2. Use the tabs:
   • Pending - tasks still to do.
   • Done - completed tasks.
3. To complete a task, click its Pending status. It changes to Done. Click again to reopen it.

[Screenshot: Task Management page]

On each row

• Patient - click to open the patient.
• Task - see the task details, edit or delete it.
• Letter - open the letter.

Good to know

• You can only complete a task once its letter is approved. Otherwise you'll see Approve letter first.
• Tasks on sent letters are locked.
• Doctors only see tasks from their own letters.
• No tasks? You'll see No tasks yet.