Task groups can greatly improve organization of your clinic. They allow you to assign tasks to specific people in your clinic. All members of a task clinic will receive the task that is placed in their group. It will remain there until one of them completes it.
This can come in very useful for sorting tasks between doctors and front desk staff.
The beginning of this article will go over how to add a task group. To learn how to edit the employees of a task group skip to the end!
Creating a New Task Group #
1. From the main dashboard, navigate to My Account and select Clinic Management
2. Navigate to Task Groups on the left side menu
3. Select New Task Group
Give the group a descriptive title such as “Front desk staff” or “Consult followup team”.
Be sure to click save once done!
4. Select Add Employees
This will bring up a popup window.
Click Add Employee in the popup view
This will allow you to select any employee from your clinic to add to the task group.
Editing Employees of Task Groups #
When staff members leave or join your clinic you may want to remove or add them to the task groups. This will all happen under the same Task Groups section as described above.
1. Select the names of the current employees in the task group
You will see the popup shown below with the Remove From Group and Add Employee buttons
To learn how to remove a task group click here.
Get more help by contacting our email: emr-support [[@]] avaindustries [[dot]] ca