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Kareo Help Center

New Task

Use the Tasks feature to track a work item that you would like to remind yourself (or someone else) to complete. You can assign a task to a specific user and attach the task to certain records within the system (i.e. patient record, appointment, encounter or payment).

To create a new task

  1. Click Tasks > New Task in the top menu.
  2. 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".
  • TypeSelect 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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