Skip to main content
All CollectionsTasksTask management
Task Outcomes and Workflow
Task Outcomes and Workflow
Emily McClendon avatar
Written by Emily McClendon
Updated over 3 months ago

When contacting patients from the Tasks page, each contact can result in one of the following outcomes:

  1. No Answer: The patient did not answer the call, and no voicemail was left.

    • If you want to try contacting the patient again:

      • Log the contact → Select outcome "No Answer."

      • Set a new follow-up date.

      • Click "Log Contact" and leave any necessary notes. Do not close the task yet.

      • Task Status: Open + In Progress.

    • If you do not want to contact the patient again:

      • Log the contact → Select outcome "No Answer."

      • Add any notes explaining why the task is being closed, then click "Log and Close Task."

      • Task Status: Closed.

  2. Left Message: The patient did not answer, and a voicemail was left.

    • For both scenarios, follow the same workflow as "No Answer" (whether you want to follow up again or close the task).

  3. Did Not Schedule: The patient was contacted but refused to schedule an appointment.

    • If you want to try contacting the patient again:

      • Log the contact → Select outcome "Did Not Schedule."

      • Set a new follow-up date.

      • Click "Log Contact" and leave notes explaining why the patient didn’t schedule. Do not close the task yet.

      • Task Status: Open + In Progress.

    • If you do not want to contact the patient again(e.g., the patient moved):

      • Log the contact → Select outcome "Did Not Schedule."

      • Add any notes explaining why the task is being closed, then click "Log and Close Task."

      • Task Status: Closed.

  4. Scheduled: The patient agreed to schedule an appointment.

    • If no further contact is needed:

      • Log the contact → Select outcome "Scheduled."

      • Add any notes explaining why the task is being closed, then click "Log and Close Task."

      • Task Status: Closed.

Task Status Definitions

Each task will be in one of the following states:

  • Open: The patient has not been contacted yet.

  • In Progress: If the patient was contacted, and the outcome was "No Answer" or "Left Message," and a follow-up date was set.

  • Closed: If the patient was contacted and the outcome was "Scheduled" or "Did Not Schedule." Note that automatic tasks will also close when they expire.

Did this answer your question?