For each task in Dock, a patient can be linked so that each task or subtask has patient context. Adding a patient is easy and can be done by simply searching or selecting an existing patient from the Dock directory or creating a new patient profile. A new patient profile can be created in the process of creating a task or created on the patient page. Adding patient context to a task offers many benefits including, easy access to contact information for calling a patient back (especially in the mobile app) and being able to see all the tasks for a patient across all of your lists. You can also create short notes in the patient profile for little reminders and "one-liners" on a patient.
How can I add patient context to a task?
Updated over 2 years ago