You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

View Patient Tasks

Clinical users are able to view Patient Tasks.

To view Patient Tasks from Patient details:

1. Open the Patient page for the desired patient. For detailed instructions, see View Patient. 

   Patient information displays. 

2. Click the Summary tab located under the Patient information.

   Summary Therapy Data displays.

   Note: All Summary Therapy Data displays for the patient based on the therapy data uploaded into Care Orchestrator.

3. Click the Patient Tasks tab.

   Patient Tasks display.

   Note: In the Filter Tasks section, click Current Tasks or Future Tasks to filter task display settings. To apply additional filters based on task type, select or deselect Usage, Compliance, Health, Manual, Reminder, and General options.

   Note: Manual tasks are based on patient's setup date. On its due date, a scheduled task will appear on task list.

   Note: If a patient's therapy data was accessed by an external care team member, a Patient Record Duplicated task is created. This task allows users to assign unauthorized physicians and locations. See Manage Data Card Utilities.

4. Click on the desired task to open it.

   Patient Task displays.

   For more information about managing tasks. See Manage Tasks

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