Tasks

Tasks are items of work tied to a referral. Use them to track anything that needs to happen before or after a decision — gathering documents, verifying insurance, following up with the referring provider, etc.

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Task fields

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Task lifecycle

A task starts as Incomplete when created. Once the work is done, mark it Complete. Completed tasks remain visible in the task list for audit purposes. Tasks can be soft-deleted by coordinators with the appropriate permissions. Deleted tasks are hidden from the default view but are not permanently removed.

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Where to find tasks

• Referral detail → Tasks tab — Tasks scoped to a single referral.
• /tasks page — All tasks across referrals, with filtering and search.
• Mobile — Tasks on a referral are accessible from the mobile detail view.

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Assignment

Tasks can be assigned to an individual user or to a team. If assigned to a team, any member of that team can complete it. Assignments are visible in the task list so work does not fall through the cracks.