When creating or editing an Automatic Task in Revenue IQ, the Automatic Task Settings panel allows you to define when tasks are created, which patients are included, who the task is assigned to, and how follow-ups and closures are handled.
Automatic tasks help your team proactively follow up with patients who meet certain criteria, such as overdue recalls or unscheduled treatment, without needing to manually create tasks.
Overview of the Automatic Task Settings Panel
The Automatic Task Settings panel in Revenue IQ is divided into several sections that control how the automated task behaves.
Description and Filters
At the top of the panel, you can configure:
Filters – Select Show All Filters to display additional criteria that refine which patients will be included in the task.
Description – The name of the automatic task (for example, Recall Overdue Campaign).
This description helps your team easily identify the task once it appears in the Revenue IQ task list.
When
The When section determines when the task should be created based on the selected criteria.
The options available in this section may vary depending on the type of automatic task being created. For example, recall-related tasks will typically include Recall Due settings, while other task types may use different timing criteria.
Recall Due
The Recall Due slider determines when the task should be generated based on the patient’s recall date.
Example: If set to 7 days ago, the task will generate for patients whose recall became overdue 7 days earlier.
This allows practices to control how soon tasks are created after a recall becomes overdue.
Details
The Details section includes filters that determine which patients qualify for the automatic task in Revenue IQ.
Common filters include:
Last Contacted: Exclude patients who were recently contacted by setting a minimum time since the last communication. Example: > 1 Week Ago
No Appointment Within: Ensures tasks are only created for patients who do not already have an appointment scheduled within a selected timeframe.
Example: 30 Days
Depending on the filters enabled, additional criteria may also be available, such as:
Insurance status
Employer
Patient balance
Remaining benefits
These filters help ensure tasks are generated only for the most relevant patients.
Who
Default To: This setting determines which user or team member the task will be assigned to by default when it is created in Revenue IQ.
If no assignment is selected, the task may appear unassigned until a team member claims or assigns it.
Follow-ups
Follow-up reminders can be configured to notify the team if the task remains incomplete.
You can create multiple follow-up reminders, each scheduled for a specific number of days after the task is created.
Example follow-up schedule:
1 day from creation
7 days from creation
21 days from creation
60 days from creation
These reminders help ensure that patients continue to receive follow-up until the task is completed.
Closure
Expiration Date
The Expiration Date determines how long the task remains active in Revenue IQ.
Example: 90 days from creation - If the task is not completed within this timeframe, it will automatically close.
Scheduled Closure Rules
This setting determines when a task will automatically close.
Example: Any Appointment Scheduled -The task will automatically close once the patient schedules an appointment. This prevents duplicate follow-ups once the patient is already scheduled.
Testing the Automatic Task
At the bottom of the panel, you can select Test to preview which patients would qualify for the task based on the current settings and the selected date.
This allows you to verify that the filters and timing are working correctly before saving the automatic task configuration.