Tasks let you track outstanding work tied to a referral. You can create tasks for things like collecting additional documents, verifying insurance, or following up with the referring provider.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.
Creating a task
Fill in the task details
Enter a title and optionally a description, assignee (user or team), and due date.
Completing a task
Select the task in the list and choose Mark complete, or open the task and select Complete. Completed tasks remain visible in the list with a completed indicator.Editing a task
Open the task to edit its title, description, assignee, or due date. Changes are saved when you submit the form.Deleting a task
Tasks can be soft-deleted from the task detail view. Deleted tasks are hidden from the default list view but are retained for audit purposes.Task list views
| View | Location | Scope |
|---|---|---|
| Referral tasks | Referral detail → Tasks tab | Tasks for a single referral |
| All tasks | /tasks | All tasks across all referrals you can access |
Filtering and searching tasks
On the/tasks page you can search tasks by title, filter by status (Incomplete / Complete), assignee, team, and due date range.