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Creating a Task from Patient's Side Panel

Updated

This outlines the steps to create a task directly from the patient's side panel in the system, ensuring efficient task management related to patient care.

Key Steps

  1. Accessing the Patient's Side Panel 0:00

    • Open the patient's exam in the system.
    • Locate the right-hand side panel of the screen.

  2. Scrolling to Create a Task 0:15

    • Scroll down to the bottom of the side panel.
    • Find the option labeled 'Create a Task'.

  3. Defining the Task 0:29

    • Click on 'Create a Task'.
    • Enter the task details, for example, 'Call patient to schedule an appointment for their family members'.

  4. Assigning the Task 0:43

    • The system will automatically assign the user.
    • Adjust the assignment if necessary.

  5. Setting a Deadline 0:43

    • Set a deadline for the task as needed.

  6. Linking the Task to the Patient 1:02

    • The task will automatically link to the specific patient from the active exam.

  7. Accessing the Insurance Claim Side Panel 1:02

    • Navigate to the insurance claim section.
    • In the 'Patient Information' section, select 'View Profile'.

  8. Creating a Task Related to the Claim 1:21

    • Use the same process to create a task related to the patient or the claim.

  9. Viewing All Tasks 1:33

    • All created tasks will appear in the task manager on the homepage dashboard.

Link to Video

If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.

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