Setting Up Task Statuses is the process of defining and configuring the different progress stages that a Task can move through within the Task process at the Practice. This helps you create and customise statuses that make it easier to organise, track, and manage workflow, while also ensuring accountability for each Task.

By creating accurate and meaningful Task Statuses, the Practice is able to standardise communication, streamline follow-ups, and maintain a clear audit trail of actions taken. Proper setup of Task Statuses ensures that all staff members understand the lifecycle of a Task and can efficiently manage administrative, clinical, and operational responsibilities.

💡Please Note: Task Statuses are set up per Entity so that each Entity can maintain its own customised workflow, ensuring that the statuses displayed are relevant to that Entity’s operational processes.

Web App: