Practice Management on Embodia - Part 1: Charting - Tasks

General documents and actions

Embodia allows you to add tasks associated with a patient profile. Those tasks are not visible to patients, but are shared across the clinic, i.e. they are visible to other practitioners in your clinic that are connected to the patient profile, and to clinic admins.

Adding tasks from the patient profile

To add a task for a patient account, from the patient account, click on Communication > Tasks.

Tasks under a patient profile

The tasks page will list the tasks for the patient profile. By default, only the incomplete tasks are shown. You can choose the status dropdown to filter tasks. The following statuses are available:

Only show incomplete tasks: This is the default view. It will display all tasks that have not been marked as completed
Only show tasks due today: If selected, only the tasks that are due today will be displayed
Only show overdue tasks: If selected, only the tasks that are overdue will be displayed
Show all tasks: If selected, all tasks will be displayed (including the ones marked as completed)

To add a task to the patient account, click on the Add task button. In the popup form, enter the name of the task, and provide an optional description and optional due date.

To mark a task as completed, click on the "check" icon next to the task, or click the "edit" icon, and check the "Completed" checkbox.

Completing a task

Adding tasks from the calendar view

From the calendar view, start by searching for the patient from the general search area, and then click on a time slot in the calendar.

Adding task from the calendar

In the popup, select the Tasks tab, and then fill out the form.

Adding tasks from the calendar

Note: Tasks will not appear in your calendar view.

Adding tasks as a clinic admin

When signed in as a clinic admin, you can add tasks from calendar view as outlined above. You can also view and list all tasks under the ”Tasks tab.

Adding tasks as a clinic admin

Adding the tasks due today to your dashboard

To list the tasks due today on your dashboard, you can customize your dashboard to include the "Tasks due today" item. Please check the following guides for more information:

Back