How to Create and Follow Up on Tasks in Healthbridge Clinical

Creating a Task

1. Access the Task List
   • Click on the "Tasks" icon located on the right-hand panel of the screen.

1. Add a New Task
   
   • Click on the “+ Add Task” button.
   • Enter the task details, including:
     • Task Description (e.g., "Follow up on test results for Patient X")
     • Assigned Staff Member (if applicable)
     • Due Date
     • Click Save, and the task will be added to the task list.

Following Up on Tasks

1. View Pending Tasks by opening the Tasks panel to see all scheduled tasks.Tasks are categorized as:
   • Today’s Tasks
   • Upcoming Tasks
   • Overdue Tasks
   • Completed Tasks

1. Update or Mark a Task as Completed
   
   • Click on the task to view details.
   • Once completed, mark it as “Done” or update the status if further action is required.
2. Automated Task Notifications
   
   • The system provides reminders for pending tasks.
   • Tasks related to patient follow-ups, test results, or admin work can be tracked efficiently.