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.
Task fields
| Field | Description |
|---|
| Title | Short description of the work to be done. |
| Description | Optional detail or instructions. |
| Assigned to | The user or team responsible for completing the task. |
| Due date | The date by which the task should be complete. |
| Status | One of: Incomplete, Complete. |
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.
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.
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.
Use the Tasks page (/tasks) to get a cross-referral view of everything that is outstanding on your queue.
