Creating Tasks from PracticeIQ

Created by Emily McClendon, Modified on Wed, 31 Jan at 10:40 AM by Alyssa Elso

Task creation from a list of patients without having to generate it first in Revenue IQ.

This feature will continue to be extended to all lists but currently, this can be found in many panels of patient lists relating to such topics as Hygiene PreAppointment, Treatment Plans Presented, New Patient PreAppointment, and Cancelled appointment lists.  

 

Just like in the Revenue IQ reports you can select individual names or by selecting the checkbox in the title bar the entire list of names currently displayed.  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article