Tasks are a really useful feature to build efficiencies into your service workflow.
In ReferAll, our Productivity Solution features a Tasks Tool. There are 2 types of Originators for Tasks: User and System generated.
- ReferAll has a wide range of pre-configured tasks, for example 'New Referral' which generates a task on the Dashboard each time a new referral is added (manually) or received by Self- Referral Requests / Clinical Upload form.
- These are either set to Active or Inactive.
In a referral record the history tab always displays the origin of the task that is either created, completed or both.
Create an Event Based Task
To explore and implement an event based task, head over to: Create a new task (Event Based)
Create a Template Task
A template task is an action, such as a call or follow-up with a referral that you do daily, weekly or monthly etc. Learn how to set-up a template task by heading over to: Create a template task (User Generated)