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Find and View Tasks

Updated over 3 weeks ago

Overview

Tasks allow you to set reminders and assign actions to other users. There are several places within NikoHealth to work with and assign Tasks.

You can view your Tasks from the Task queue, which is always visible in the top right corner of NikoHealth.


View All Tasks

To see all the tasks currently in NikoHealth, click the icon in the top right.

This opens the Tasks page. Select All Tasks from the tab options.

You will now see all of the Tasks currently in NikoHealth. Click on a Task to open up its details.

See the Filter and Search Tasks sections to find out how to find specific tasks.


View Tasks Assigned to You

No matter where you are in NikoHealth, you can click on the Task Queue in the top right to view your assigned tasks.

You can also click My Tasks on your NikoHealth Dashboard to view your assigned tasks. You’ll see a count of how many tasks are waiting for you.

Inside the Task Queue, you'll find a tab for Tasks assigned to you, and another tab to view All Tasks. By default, the Task Queue opens up to "Assigned to Me" Tasks.

Click on the Task title to open its details. You can also hover over the Task and click the Open icon to open the Task in a new window.

When viewing tasks there is a set of filters and searches at the top of the page. You can use these filters and search fields to find a specific task or narrow your results.

The search and filter fields available will depend on where you are viewing tasks but the basic functionality remains the same. You can use multiple filters and search fields to narrow your results. Only results that match all of your filter criteria will be displayed.

To clear all filters and search criteria, click the circular arrow on the left.


View Patient, Order, and Invoice Tasks

Patients, Orders, and Invoices can have Tasks associated with them. To see these specific Tasks, go directly to the Patient, Order, or Invoice that the Task is associated with.

For example, within the Patient Profile, there is a Task tab that will show you all the Tasks associated with that Patient.

Right from the Patient's Profile, you can click on the Task to open up its details.

There will be a similar Tasks tab inside individual Orders and individual Invoices.

You can also utilize the filter and search features to find Tasks associated with different Patients, Orders, and Invoices from all tasks.


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