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Kareo Help Center

Attach Tasks

You can attach a task to several types of records in your practice: Patient records, appointments, encounters and payments.  Attaching a task to one of these records indicates that the work item is related to a specific record.

To attach a task to a record

  1. Open a record that supports task attachments; such as a patient record, appointment, encounter or payment.
  2. Click the Tasks tab.
  3. Click Add on the right of the window. This opens the New Task window.
  4. Enter information:
  • Assigned To: Optional. Click the Assigned To button to select a user to assign the task to or leave blank to indicate anyone can complete the task.
  • Subject: Enter a descriptive subject for the task.
  • Due Date: Enter the date the task is due.
  • Priority: Select a priority (1-10) with 1 being the highest priority and 10 being the lowest.
  • Status: Select the current status of the task from the drop-down menu.
  • Related To: If you want to associate the task with a specific record, select the type of record from the drop-down menu. A related button will appear; select the record to which you want to attach the task. Or select "None".
  • Type: Select the type of work required to complete this ask from the drop-down menu.
  • Comment: Add any notes, if desired.
  1. Click Save.
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