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.Documentation Index
Fetch the complete documentation index at: https://docs.patient-experience.commure.com/llms.txt
Use this file to discover all available pages before exploring further.
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.
/taskspage — All tasks across referrals, with filtering and search.- Mobile — Tasks on a referral are accessible from the mobile detail view.