If you have any other questions about the Tasks feature or anything else in Jane don’t hesitate to get in touch. ⭐️ Task notes can still be starred so they stay at the top of the list! If you want to change who a task is assigned to, its due date, or any of the wording, you can click on the three dots to the right of it and choose Edit Note. Mark the Task complete by clicking on the check box beside the task: You can look into a task to learn more by clicking on the Blue Text that links the task to the area of Jane on which it was originally created: You can also view all your tasks at any time from your Staff Profile: On the Line Items tab, click Find Task, select one or more tasks, and click OK. Verify the details that are imported from the contract. In the Contract section, associate the invoice with a contract. On the General tab, specify the name of the invoice.
Which will slide out a list of all your tasks organized by the due date: Select Contracts > Payables > Invoices > Tasks and click Add. You can access your tasks from the drop-down under your name: This badge will alert you if there are any tasks assigned to you that are either overdue or due in the next 36 hours. When you log in there’s now a badge that might appear beside your name: Once added you’ll be able to see who created the task, when it’s due and to what, if anything the note is attached to (such as a patient, claim or an invoice): You can assign the task on a certain date and to a particular staff member - either an admin staff or a practitioner: Once it is toggled over, a couple of new fields appear: A Due Date and A Staff Assignment You can switch from a note to a task using the little toggle icon on any note: You’ve seen the Note fields on appointments, claims, the patient profile, invoices and sprinkled around the various screens.Ī reminder about how basic notes work can be found on this help document about Notes. Jane’s note system pops up throughout different areas of Jane. If you love to-do lists as much as us, then you’ll love Tasks Notes
We’re well excited about this feature! The ability to track and assign tasks is fantastic for administrative staff and practitioners alike.
0 kommentar(er)
