Key Topics Covered:
Understanding task automation: How tasks help staff stay organized and ensure nothing falls through the cracks
Accessing task settings: Where to configure custom tasks
Creating custom tasks: Naming, descriptions, and assigning responsibility
Task triggers: Setting when tasks appear (after arrangement, after payment, after vitals completion, etc.)
Task assignments: Assigning to specific staff members or roles
Due dates and reminders: Setting timeframes for task completion
Viewing tasks in cases: Where tasks appear in active cases
Marking tasks complete: Workflow for completing and tracking tasks