Task management

Tasks: Keep Open or Close it?

What to do with a Task after contacting a patient.

After you input the outcome of contacting the patient, if you are going to contact the patient again within the next 4-6 weeks, select the Log Contact option on the left side of the Task input area.

If you will not follow up with that patient (or the patient contacting you) in the next 4-6 weeks, select the Log and Close Task option. The Task is not deleted and will be archived in Practice by Numbers regarding that patient.