Task List and Inbox

Task Lists are a way to organize Tasks and reminders.

In the Tasks area, in the Main tab, click Add Task List.

A Task List can have nested Task Lists within it, much like the folder/file concept. A user's inbox is also considered a Task List.

Note: If a Task is attached to an appointment, it is filtered by the clinic assigned to the appointment. If the Task is assigned to a patient, it is filtered by the patient's clinic. If the Object Type is None, the Task is not filtered.

The following options are only visible when Repeating Task Lists (Legacy) are enabled.

Set up a User Inbox

A User Inbox is a Task List that contains Tasks sent directly to a specific user when a user clicks Send To or Reply.

For each inbox, create a Task List for the user and select Patient as the Task List's Object Type.

In the Main Menu, click Setup, Tasks, Inbox Setup.

Current users appear on the left. All existing Task Lists appear on the right. To add or edit users, see User Edit.

To set an inbox, highlight the user on the left, then the associated Task List on the right, and click Set.

Have each user log in and subscribe to their inbox. See Tasks Area for details on finding and subscribing to a list.