Task Status and Progress

The Task Status and Progress section helps you understand how tasks move through different stages, from the moment they are created to their completion. Managing the status of tasks is key to keeping your workflow organized and ensuring that booking requests are handled efficiently.

Task Statuses Explained

Tasks in the Inbox can be assigned one of several statuses to indicate their current state. Here’s a breakdown of each:

• Ready (New): This is the initial status for any new task or booking request that comes into the system. It indicates that the task has not yet been processed or assigned.

• Waiting on Input: This status shows that the task is in progress but requires further input, either from another team, a patient, or external information (e.g., for triaging). The task will remain here until the needed information is provided.

• Booked: Indicates that the task was successfully completed, meaning an appointment was booked in the EMR/RIS without needing a phone call to the patient. Once marked as booked, the task moves to the Done list.

• Auto Booked: This status signifies that the request was automatically processed and booked successfully without manual intervention. Like "Booked," this moves the task to the Done list.

• Unable to Book: This status shows that the booking request was reviewed but couldn't be completed. For example, the patient couldn’t be reached, or the available times were unsuitable. The task is marked as complete and moves to Done.

• Insufficient Info: This status means the request was completed with some manual intervention required, such as contacting the patient to fill in missing details. Once finished, the task moves to Done.

• Not a Request: Indicates that the task was reviewed and determined to be invalid, such as spam or a mistaken submission. It is marked complete and moved to Done.

Task Progress Management

• To-do: When a new task comes in or is actively being worked on but hasn't yet been resolved, it stays in the to do category. Tasks can remain here while waiting for additional information or while being actively processed.

• Done: Once a task has been marked with a final status such as "Booked," "Auto Booked," or "Unable to Book," it is automatically moved to the Done section of the Inbox. These tasks are considered completed and no longer appear in the active task list.

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• All: All tasks—whether open, in-progress, or completed—are located in the "All" section. This gives you a comprehensive view of every task's status.

Moving Tasks Between Statuses

You can manually update the status of a task as progress is made. However, switching a task to "Booked" will not automatically book the appointment; it simply marks the task as complete for tracking purposes.

Tasks that have moved to Done can be reversed by navigating to the Archive section and changing the status back to "Ready." This is useful if further action is required on a previously completed task.

Keeping Track of Progress

The ability to update and manage task statuses ensures that your team can always track what has been completed and what still requires attention. The clear distinction between "To-do," "Done," and "All" tasks helps streamline workflows and ensures that no task falls through the cracks.

You can also subscribe to email notifications at any time to keep up to date with any task that require review.