Collaborative Care - Tasks - How to customize quick tasks for your organization

What are quick tasks?

Quick tasks are preconfigured templates that can be used to quickly create the same type of task for all users across your organization. Quick tasks can be used for activities that are done repeatedly during the collaborative care lifecycle.

How to customize quick tasks for your organization?

1. On the left hand side menu of the application, click on "Configuration". Select “Quick Tasks”.

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2. There are several quick tasks that have been created for your organization by default. You can click on the edit (pencil icon) or delete (trashcan icon) buttons to update these existing quick tasks
3. To create a new quick task, click “New Quick Task” on the top right of the page

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4. Enter a “Title” and “Body” for the quick task
5. In order for default tasked to automatically account for patient facing time, check the "Time Entries Default to Direct Patient Contact" option
6. You can configure your tasks so that when you select a task to begin, it will automatically take you to the appropriate page. from the dropdown menu, select an action to take when the task is started.
7. Click “Save”

This quick task will now be available when creating a new task for any patients in your organization.