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Tasks

Overview​

Tasks provide a structured and efficient way to manage patient care activities. Whether created manually or automatically through automations, tasks ensure that necessary actions are tracked, assigned, and completed in a timely manner. By integrating tasks with plans, the platform ensures a consistent and streamlined approach to patient management, tailored to each customer's specific needs and care offerings. Subtasks further enhance task management by providing a detailed checklist to ensure all necessary actions are completed within a task. Notes offer a way to add detailed information and facilitate communication within the care team.

Task Types​

Task types help organize and categorize different kinds of tasks within the system. Each task type can have specific behaviors and workflows associated with it.

Managing Task Types​

Task types can be managed through the Task Types settings page:

  • Creating Task Types: Add new task types with a display name and unique value
  • Setting Default: One task type can be designated as the default for new tasks
  • Ordering: Task types can be reordered using the "Move Up" and "Move Down" actions
  • Deleting: Remove unused task types as needed

Default Task Type​

The default task type is automatically selected when creating new tasks. This helps maintain consistency in task creation while still allowing flexibility to choose other types when needed.

Task Creation​

Manual Task Creation​

Tasks can be manually created by users directly through the platform, allowing for flexibility in managing ad-hoc or specific patient care activities that may not be covered by automated processes. When creating a task, users can select from the configured task types or use the default type.

Automated Task Creation​

Tasks can be created automatically based on predefined automations. When a patient registers on the platform or is added via a file import, an automation can be configured to create a task for that patient. These automations can be set up in the Automations tab. For more details, refer to the Automations documentation.

Example Scenario:

  • An automation is set to create a task for every new patient.
  • Ensures every new patient has an initial care task assigned automatically.
  • Provides a consistent and streamlined approach to patient management.

Subtasks​

Subtasks can act as a checklist and can be auto-populated for every task via the automation system. For example, when a task is created, the status of the task is defined by the plan. One status may be "Records Collection" and the subtask could be a list of records that need to be collected.

Key Features of Subtasks:

  • Subtasks are tracked via the task module.
  • Can be generated and programmed via the Automations tab.
  • Provides a detailed checklist to ensure all necessary actions are completed within a task.

Notes​

Notes can be added to a task to provide additional context or information. Notes can be created for the overall task or attributed to individual subtasks.

Key Features of Notes:

  • Task Notes: General notes related to the overall task.
  • Subtask Notes: Specific notes attributed to individual subtasks.
  • Helps in keeping detailed records and facilitating communication among team members.

Task Management​

Task Workflow​

Tasks follow a structured workflow based on predefined plans. These plans outline the various stages a task will go through, from initial creation to completion.

Key Elements of Task Workflow:

  1. Initial Creation: Task is created manually or automatically.
  2. Assigning Tasks: Task is assigned to specific care team members or roles.
  3. Setting Due Date: A due date can be set for each task, helping prioritize and manage workload.
  4. Progress Tracking: Task transitions through statuses defined by the plan, such as "Registered," "In Progress," and "Completed."

Due Date Functionality​

The platform now includes a due date feature for tasks, enhancing task management and prioritization:

  • Setting Due Date: In the task detail screen, users can set or modify the due date for a task.
  • Due Date Display: The due date is prominently displayed in both the task detail and task list screens.
  • Task List View: The task list includes a "Due" column, allowing users to quickly see upcoming deadlines.
  • Sorting and Filtering: Users can sort and filter tasks based on their due dates, facilitating better workload management.

This feature aligns with the FHIR Task resource specification, storing the due date in the Task.restriction.period.end field.