Care tasks

A care task names the patient, the work to do, the person assigned and the due date. The Clinical Coordinator can create tasks for follow-up after a visit, while a Licensed Clinician can manage the work assigned to them. The status distinguishes open, in-progress, completed, escalated and cancelled work. Completion has its own date, so the team can see when a task actually finished.

A useful task says what needs doing without relying on the encounter note as the only instruction. For example, after a visit records an observation that needs another check, the coordinator can assign a task to the clinician with a clear due date. The observation remains on the encounter; the follow-up is a separate patient-linked record with an owner.

• Assign. The coordinator records the patient, action, assignee and due date.
• Work. The assignee moves the task into progress and records completion when finished.
• Escalate. A task that needs attention remains visible in the escalated state instead of being hidden among completed work.

Agree who can create follow-up work, what a useful task description includes, and when an overdue item should be escalated. The due-date view uses the recorded due date; it needs the team to keep assignments and statuses current. A cancelled task should have a reason understood by the team, even when that reason is recorded in the task text.

The assignee is a People record, which can be linked to a user. Check that link when handing work to a clinician. A person who leaves the team may still be the historical assignee of finished tasks. Reassign open work deliberately so it stays visible to the next owner.

Create a patient task due after a completed visit, assign it to a clinician and confirm it appears in the open list. The clinician opens their task list, marks the work in progress, then records completion and a completion date. If it cannot be done, escalate it and review its owner and due date with the coordinator.

Review the task list with both the coordinator and the assignee. The coordinator needs to see unresolved patient work across assignments, while the clinician needs to check the assignee on tasks in progress. Compare an escalated item in both places before deciding its next owner.

• Open Care Tasks — Patient work grouped by open, in-progress and escalated status.
• Care Tasks In Progress — Active tasks with the patient, assignee and due date.
• Due Care Tasks — Tasks whose due date has arrived for coordinator review.

See follow-up care and visit delivery.