Tasks
Work assigned to you and your team, each linked to the record it is about.
Overdue
3 tasks
| Task | About | Service line | Assigned to | Due |
|---|---|---|---|---|
| IV return due: offer bookingT-930 · Import review | Charles Hill | IV Therapy | Mike Carter | Overdue 6 days |
| Weight program renewalT-902 · Added by hand | Sarah Adams | Weight Management | Mike Carter | Overdue 2 days |
| Call back about program startT-951 · Import review | Patrick Parker | Neuropathy | Mike Carter | Overdue 2 days |
Due today
1 task
| Task | About | Service line | Assigned to | Due |
|---|---|---|---|---|
| Review lab results with patientT-919 · Added by hand | Deborah Brooks | Primary Care | Mike Carter | Due today |
This week
3 tasks
| Task | About | Service line | Assigned to | Due |
|---|---|---|---|---|
| Book next Sanexas sessionT-915 · Follow-up rule | Andrew Ramos | Neuropathy | Mike Carter | Oct 20 |
| Confirm referral appointmentT-929 · Added by hand | Jason Garcia | Primary Care | Mike Carter | Oct 22 |
| Review lab results with patientT-922 · Referral | Brian Nguyen | Primary Care | Mike Carter | Oct 24 |
Later
1 task
| Task | About | Service line | Assigned to | Due |
|---|---|---|---|---|
| Review lab results with patientT-948 · Added by hand | Christopher Hall | Primary Care | Mike Carter | Oct 29 |
What needs doing
For example: Call about program start
AboutLinks the task to the record it is about.
Assign to
Due
Tue, Oct 20, 2026
Priority
Details
Anything the person needs to know. Keep clinical detail in the patient's chart.
The person assigned gets a notification that says only "You have a new task in Clinic OS" (R2 H30).
How to use this page. The same text is in the full help.
- Open Tasks from the sidebar. My tasks shows what is assigned to you.
- Overdue tasks are first. Click a task to see why it exists, open the record, add a comment or complete it.
- Use Team tasks to see everyone's tasks at your locations, and reassign when someone is away.
- Click New task to add one. Tasks can also be added from a patient, encounter, program or appointment.