Task Details Page

Clicking the View icon at the end of a task row opens the Task Details Page, where you can access a comprehensive overview of the task. This page includes the full timeline of interactions, task status updates, and any additional information necessary for processing the request.

• Assigned & Booking Status: Displays which clinic user has been assigned to the task and its current booking status. Click the fields to update or change assignments or status directly from the page.

• Chat Summary: Displays key information submitted by the patient during the appointment request or booking process.

• Attachments: Shows any files uploaded by the patient (if available). You can download these files as PDFs. Note: Files are available for 30 days before they expire.

• Chat Report: A summarized version of the patient’s responses to follow-up questions or any other information provided during the booking chat.

• Chat Transcript: A complete record of all messages exchanged between Mikata and the patient, including automated messages.

• Timeline: A detailed log of changes made to a patient's appointments, online requests, or demographic information. You can scroll through the timeline or use sorting options like Oldest to Newest or Newest to Oldest. For specific details, use 'Command + F' to search through the timeline.