Improved Task Creation and Task Automation

Add a task in seconds from your calendar, and let task templates create the routine follow-ups for you, so they happen the same way every time and land with the right people.

You'll see how to add a task from the calendar, set a task template to start from a visit type, book a prescription refill visit, and find its follow-up tasks waiting in the record. It also covers lab result follow-ups and syncing tasks to Google Calendar.