How to Create Task Types

Creating customized task types allows each organization to manage tasks more efficiently for their specific workflow

• From the DocsInk Communication Screen select 'Lists' from the margin on the left and then select 'Tasks'

• Select 'Action Items' located in the upper right corner of the screen

• Click '+ Add New' to create a new task type

• Task can be any type of activity that you would assign a staff member to do      

         [Examples: New Patient Intake, Pre-Authorization, Schedule New Appt, etc.]

                             NOTE: Action Length defaults to '0' in this module

• Click 'Save' to add to the list

• All task types will be displayed under 'Task Action Items'

• To Edit - hover over the Task Action to reveal the gear icon and click to select Edit

• Toggle next to 'Active' to make this task action item visible or inactive

• You can create as many Task Types as you would like. These are customizable for each organization

• See Managing Tasks for how to best use tasks in your workflow

• Or How to Manage Task from your Mobile