Clinical tasks
A task is a single follow-up item with a title, an optional description, an optional patient, an optional assignee, a due date and a priority. Tasks live in three places:
- the Tasks page, which lists up to 1,000 tasks in the workspace, earliest due date first (its counts, search and status filter apply to those);
- the Tasks tab of a patient chart, which lists up to 200 of that patient's tasks, earliest due date first (in an ABA chart it is under Team & Services). Its filters and overdue banner apply to those 200;
- follow-up tasks that the system creates for goal targets, which appear in both places.
In the code's practice templates, the Tasks page has a sidebar entry for dermatology, veterinary and family medicine practices. From other practice types, open it from the Clinical Tasks tile on the Collaboration page. A patient's Tasks tab is a separate place to manage that patient's tasks; it does not link to the Tasks page.
Creating, changing or deleting a task needs a role with clinical write access. A role without it is refused with Forbidden: (role) role cannot modify clinical records. An assignee must be a member of the workspace, or the server refuses with Task assignee is not a member of this workspace.
The Tasks page
The page opens on Pending tasks, sorted by due date.
- Three tiles sit at the top. Pending counts open tasks, and selecting it filters the list to them. Urgent counts open and in-progress tasks with urgent priority. Today counts tasks due today by your own calendar date.
- The search box, Search tasks or patients..., matches the task title or the patient's first name.
- The status list offers All Statuses, Pending, In Progress, Deferred, Completed and Cancelled.
- The table shows a checkbox, the task title and description, Patient, Assigned To, Date (the due date), Priority and Actions. A task with no assignee shows Unassigned. The patient name opens that patient's Tasks tab.
Select New Task to add one. The dialog has Title (required), Description, Patient, Staff (the assignee), Date and Priority (Low, Normal, High or Urgent, starting on Normal). Create task saves it as Pending.
On this page you can:
- tick the checkbox to mark a task completed, and clear it to put the task back to Pending;
- select the trash button to delete a task. The page asks Delete task "(title)"? This cannot be undone. before it deletes.
The Tasks page has no form for editing an existing task's title, assignee, date or priority. To change those, open the patient's Tasks tab. A task with no patient therefore cannot be edited after it is created; it can only be completed, reopened or deleted.
Changes made on the Tasks page while the browser is offline are held on the device and sent when the connection returns. See Offline saves and device drafts.
A patient's Tasks tab
- The tab shows the heading Tasks, a New Task button, and filter buttons for All, Open, In progress, Deferred, Completed and Cancelled, each with a count. Open here is the same status the Tasks page calls Pending.
- When open or in-progress tasks are past their due date, a banner reads (n) overdue tasks — require attention. Overdue is judged against your own calendar date.
- Each task card shows the title, description, Assigned To, Due, Priority and Status, with an Edit button.
- The edit dialog has Task, Description, Assigned To, Due, Priority and Status. Its buttons are Create task for a new task and Save task changes for an existing one. Closing the dialog with unsaved changes asks you to confirm.
- If someone changed the task after you opened it, the save is refused with The task changed before your save. Reload it and review the latest status before trying again.
- The tab has no delete button.
- Saving from this tab needs a connection. Offline, the dialog says Reconnect before saving or reviewing this clinical record. Your unsaved changes remain in the editor.
Follow-up tasks the system creates for goal targets
A scheduled job runs once a day and checks goal targets that have lifecycle criteria. For a target whose review owner and time zone are set up, it creates a task when:
- a maintenance probe is due. The task is Collect maintenance probe: (target), with high priority; or
- a target's consecutive sessions that did not meet its criterion have reached its alert threshold. The task is Review (stage) errors: (target), with urgent priority, where the stage is maintenance or acquisition/generalization.
The reviewer also gets a notification. These tasks differ from ordinary tasks:
- They are labelled Maintenance follow-up or Error review, with no checkbox and no delete button. On the Tasks page they also carry a Generated clinical review mark.
- Their state on the Tasks page shows as Awaiting acknowledgement, Acknowledged, Review completed, Review cancelled or Review deferred. In the patient chart, an unacknowledged one shows Acknowledge review instead of Awaiting acknowledgement.
- Open evidence opens the target's graph.
- Only the assigned reviewer can act on one. In the review panel on the target, the reviewer selects Acknowledge review first. Complete review and Cancel review become available after that. The server refuses to resolve a task that has not been acknowledged, and accepts the resolution only from the assigned user in a role that can author goal packages: admin, owner, provider, BCBA, clinical director or doctor.
What the Tasks page and Tasks tab do not have
Neither the Tasks page nor the patient Tasks tab has task categories, recurring tasks, comments, attachments, @mentions, board or calendar views, completion analytics or export. The only task notifications are those sent for the generated goal-target tasks above; assigning an ordinary task does not notify the assignee.