Manage To-Dos's in Agent & Admin App

Module: Agent App

Let’s see how to add and edit tasks using the To-Do feature in the Agent App.

Add a New Task

1. Navigate to the To Do section in the Agent App.

2. The To-Do screen displays all tasks organized by category. The number of tasks in each category (such as Overdue, Today, Upcoming, or Completed) is shown next to its label.

3. Click +New Task.

4. Enter the required task details:

• Task Name: A short, descriptive title for the task.

• Description: Brief details or context about the task.

• Due Date: The date by which the task should be completed.

• Priority: Select one of the available priority levels —

  • P1 – Highest priority

  • P2 – High priority

  • P3 – Medium priority

  • P4 – Low priority

• Patient Name: You can search the name from the search bar.

• Select a category

5. Click Add Task.

6. You can also assign the task to yourself or to another agent, depending on who is responsible for completing it.

• To reassign the task: Click on your name and choose another agent from the dropdown.

Manage To Do's

1. When you hover the cursor over a note, a set of action tools appears, allowing you to:

• Call the patient directly,

• Send a message, or

• Add the note as a task to your schedule.

2. Click the Filter button at the far right corner to refine your task list. The dropdown allows you to filter tasks based on:

• Assignee – View tasks assigned to you or created by you.

• Priority Level – Choose from P1, P2, P3, or P4 to sort tasks by urgency.

• Category – Filter tasks by type, such as All, New Appointment Booking, Appointment Confirmation, Patient Reactivation, Payment Follow-Up, Treatment Follow-Up, and more.

Edit a Task

1. Hover over the task you want to edit and click the pencil icon.

   

2. After making the necessary changes, click Update task.

   

• To delete a completed task, select the task and click Delete.

  

Module: Admin App

Add a New Task

Let's see how to add a new task in the Admin application.

1. Select the Todo section from the left Navigation Pane.

2. Click +New task.

3. Enter the Task Name and Description.

4. Select the Due Date.

5. Choose the Priority, Patient, and the User to be assigned.

6. Choose the Select category.

7. Click Add task.

Manage To Do Tasks in Admin App

1. You can sort the To Do Tasks according to their status, such as:

• Overdue: Tasks that have surpassed the Due Date.
• Today: Tasks that are due today.
• Upcoming: Tasks that are scheduled in the upcoming days.
• Completed: Tasks that are marked as completed.

2. If there are any notes, you can view them on the Notes tab.

3. You can filter the To Do's based on location, assignee, reporter, priority, and category.

To edit a task: 

1. Hover over the task you want to edit and click the pencil icon.

   

2. After making the necessary changes, click Update task.

To delete a task:

1. Hover over the far right of the task.
2. Click on the three-dot menu.
3. Select Delete.

To quickly change priority:

1. Hover over the far right of the task.
2. Click on the three-dot menu.
3. Select the required priority Flag.

To view more details and actions:

1. For viewing a created task, click on the created task. The Task Details screen will open.

   

2. To view and add tasks created during or after calls or voicemails:

• Click on a task created through calls or voicemails.

• The Patient 360 slide-out will open, where you can view the call details.

• To add a new task, click +New task in the Patient 360 slide out.

Support / Contact

Need further help? Contact [e-mail]  or call 407-833-6436.