Automatic Tasks

Practice IQ automatically creates lists of patients to call set by your parameters. 

What will now be present on the Revenue IQ page will be an option to select named Automatic Tasks. What will first display is a list of recommended tasks to set up.  

Selecting the row will open up a panel to set your parameters for how you want a task to be generated.  The screenshot below is from the Treatment type.  If the "Show All Filters" button is selected,  it will appear with treatment search options like generating a regular Revenue IQ search.