Automatic task settings - Dentolize & Medicolize University

Go to Settings → Processes → Automatic Tasks and click New:

Name, Assigned To (one or more users) and Branch.
When to create it:
- Tick Create Task on Action and choose When (see the list below). The task is linked to the patient or record that triggered it.
- Or choose an Interval: every Day, Week (on chosen weekdays) or Month (on chosen days).
Due After: the task is due this many days after it’s created (0 = the same day).
Priority: High, Medium or Low.
Approval Required: a manager must approve the task after it’s done.
Create Separate Task For Each User: each assigned user gets their own task, instead of one shared task.
Active.

Events that can create a task

Event	When the task is created
New patient profile	A patient is added (also from a new appointment)
New invoice, quotation, payment, prescription, patient form, lab order or encounter	That record is created
New appointment / appointment time changes	An appointment is booked or rescheduled
Appointment status changes	It becomes Confirmed, Checked In, In Progress, Delayed, Waiting List, Completed, Cancelled or No Show
Note created / note time changes	A note is added or its time is changed

Scheduled tasks (Interval) are created once a day, at the start of the chosen day. Assigned users get a notification for each new task. Tasks appear in the Tasks list icon in the top bar. Click Completed when done. Users with approval permission then Mark Approved or Mark NOT Approved. All tasks are in Logs → Tasks.