Set up Task with Appointment Type

Task Assignment with Appointment:

• Navigate to Practice Configuration -> Schedule -> Appointment Type -> Edit Appointment Type -> Add Task Config
• Click Add Task Config
• Check At Appointment Creation or Completion for the task to be created when appointment is created or when the patient is dismissed
• Provide Task Title, Assigned single or Multiple users, configure Due Date , Task Type, Task Status and Priority
• Provide Notes to explain the task to the assigned user
• When the appointment type is created for the patient, respective task will be created and assigned to the user if At Appointment Creation was checked
• When the patient is dismissed for the appointment, respective task will be created and assigned to the user if At Appointment Completion was checked
• Patient Card will show the list of Tasks New/InProgress/Due/Completed
• Arrow button will redirect the user to Task Dashboard