Page Comparison

Accessing Notifications

Once logged in, navigate to the Notifications tile.

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Creating and Assigning Tasks

To create a Task, select Create Task at the top of page.

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From the Create In drop downmenu, select the area of the platform that the task is related to.

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Enter other applicable information, such as, a client the task is associated with or a due date to complete the task.

To assign a task to another staff member, search for the applicable staff member in the Assignees field.

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Select Create Task once completed.

Reviewing, Editing, and Completing Tasks and Notifications

Any notifications and/or tasks will populate here.

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To receive notifications regarding other staff, list your name as the supervisor under that staff’s profile.

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To Edit a task, select the Edit icon in the actions column of that task.

To Complete a task, hover over the check box in the actions column and select the box to mark the task as completed.

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• Automatic tasks and notifications will populate in the following scenarios:

  • Appointments are added to your calendar

  • Appointments that require your verification

• Automatic notifications regarding other staff will also populate if listed as the supervisor under that staff’s profile.

• The autocreation of certain Tasks and Notifications is an automatic functionality and cannot be turned off.