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Go to Settings → Processes → Automatic Tasks and click New: New automatic task
  • Name, Assigned To (one or more users) and Branch.
  • When to create it:
    • Tick Create Task on Action and choose When: for example a new patient, invoice, payment or prescription, or an appointment status change. The task is linked to that patient or record.
    • Or choose an Interval: every Day, Week (on chosen weekdays) or Month (on chosen days).
  • Due After: the number of days to complete it.
  • 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.
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.