Task Outcomes and Workflow

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.