When entering a task, you can link a patient to the task so that it creates a hyperlink which will take you to that patient's file, specific order, or invoice once it is clicked on.
You will need to be in the task creation screen
Once you have created the necessary title and description as well as due date and team member of your task you will be given the option to attach what you need.
Depending on what you need to attach you will need to type in the patient name or the order number or the invoice number. Once you see the one you need to attach, click on it. (You can attach all three if you need to as well.) Once complete select save on the bottom right.
