VetBadger's integrated task management system ties together many of the most advanced practice management features into a consistent and easy-to-use platform to help streamline the workflow for your entire team. It also provides a simple way for you to organize your day.
To get started, click the "list" icon button in the top right corner of the screen, below the "gears" button:
The task panel will slide open, and you can click "New task" to create a simple task:
Notice that in this case we are currently viewing Arthur's "patient dashboard" so the task we are creating will be linked to Arthur's record. This makes it easier to get back to the relevant context when you are completing the task.
By selecting "Veterinarian" as the role to assign this task, we will ensure that any team member with that role will be able to view and complete this task as soon as we click "Create Task". We could also "Choose a date" which would cause this task to be hidden until that date in situations where we need to create a reminder for the future.
Once we create the task we can switch the Role Selector at the top from "My Tasks" to "Veterinarian Tasks" and we can see the newly created task (along with some other tasks, color-coded and sorted by priority). Both the "Client" and "Patient" names are active links, and will help you navigate to the relevant screen where you can see any additional context you might need while completing this task. Clicking "Pick Up Task" will assign this task to the current user if it's expected to take some time to complete. (This prevents multiple team members from accidentally duplicating the work.) If the task is quick and easy, you can simply click "Mark Complete" when it's done.
Many other features in VetBadger will automatically trigger the creation of tasks, you (or your practice manager) can control these settings in the "Clinic Settings" section.