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Create Tasks Related to Your Patients or Members and Their Care
Creating tasks for your patients or members, or their caregivers, is an easy way to track and manage activities related to a care plan.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create tasks: | Health Standard |
Tasks created from the patient or member list or from the care team aren’t related to problems or goals, so you don’t see those fields. These tasks appear in the list of unrelated tasks or in the All Tasks list of an individual's primary care plan. Tasks created from within the care plan can be related to a problem and goal or can be unrelated to a problem or goal.
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Create a task from one of the following places in the console.
- From the Patient List, select one or more names, click the Action menu, and select Create Task.
- On the Care Plan page, select either the Create menu at the top of the care plan or the Create Task button within a care plan goal.
- From the care team, click a member’s picture and select Create Task. Care team members must be members of the site to be assigned a task.
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Enter a subject and description for the task.
Make sure to add a clear task name and a useful description.
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Select the priority of the task.
Tasks in the list appear in order of their priority.
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When you create a task from within the care plan, select the problem and the goal that this
task is related to.
The goals that appear in the picklist are related to the problem you select.
Note Tasks created from the list or from the care team aren’t related to care plan problems or goals. They appear in the list of unrelated tasks or in the All Tasks list. -
Select the sort order for the task.
If there are several tasks with the same priority, they are sorted within that priority group based on this number.
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In the Task Owner field, select the name of the person who is responsible for this task.
The person can either oversee or perform the task. This field shows names of people who are
either internal users or site members.
Generally, when you create a task, the assignment defaults to your username, but you can select someone else. When you create a task for a care team member, the task is assigned to the selected member.
- If you assign the task to an external member of the care team, select the name of the person to complete the task.
- Choose the type of task you’re creating.
- Select the status of the task.
- Select a due date from the calendar.
- Click Save.
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