Automatic Task Settings

When automatic tasks are configured in Practice IQ, the settings panel provides a clear overview of the task parameters, allowing you to customize task generation, follow-ups, and assignment. Below, we’ll break down the key elements displayed on the automatic task settings page, as well as what actions to take once tasks are generated.

What You See When Automatic Tasks Are Configured

The screenshot below shows the Automatic Task Settings panel. This is where you can configure the various aspects of an automated task:

Key Features of the Automatic Task Settings:

1. Recall Due Settings
   In the "Recall Due" section, you can set the time frame for when the task should trigger. For example, you can specify that the task be generated for patients whose recall was due 7 days ago or another time frame based on your practice’s needs.

2. Details Section
   This section contains a variety of filters to refine which patients should be included in the task. Key filters include:

   • Last Contacted: Exclude patients who were recently contacted by setting a minimum period since the last contact (e.g., more than 1 week ago).
   • No Appointment Within: This filter ensures that only patients who haven’t scheduled an appointment within a certain period (e.g., 30 days) are included.
   • Additional filters include insurance status, employer, patient balance, and benefits remaining, giving you full control over task generation.

3. Follow-ups Section
   You can set multiple follow-up reminders for each task. For instance, the system can automatically schedule follow-ups at 1, 7, 21, and 60 days after the task is created, ensuring timely reminders for your team.

4. Closure Section
   This section determines when the task will automatically close. You can set expiration dates (e.g., 90 days from task creation) and configure Scheduled Closure Rules, where tasks are automatically closed once an appointment is scheduled for the patient.