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Tasks

Tasks can be used to set reminders for yourself or other practitioners of things to be done or they can be used to track documentation or physical resources given to a client. These can be related to a client or not, have a due date assigned, and be ticked when complete. Tasks can be assigned to multiple people but once that task is completed by one person, and marked completed, that's it done.  A task is a single unit of work therefore if 2 people need to do the similar tasks, then that is 2 tasks and should be recorded as such.


Tasks can be accessed from several points within myPractice. They are found:
  • As a separate tab in Client Details
  • This can be done by following the Adding a Field instructions within the Customisation of Client Details section and dragging the Tasks tab into the right location.
 
 
  • Client related outstanding tasks can be shown as an Icon on an appointment. The number in the task icon is the number of outstanding tasks for that Client.
 
 
 
 
  • Run the Tasks Master Report to manage or review tasks for the Practice