Tasks can be generated automatically for certain events, for example, when a referred patient arrives, when finalising invoicing, or when an appointment is booked for a client who has unpaid invoices. Below is a list of settings for creating automatic tasks.

When an Email With a Sending Reason is Sent

Settings > General > Department > Department settings > Enable automatic tasks for emails with sending reasons

When this setting is selected, a task is created automatically for a user who sends an email using a sending reason defined in the Sending reasons for automatic task creation field.

For email sending reasons to be available, a list with the type Referral sending reason must be created and activated in Settings > Items & Lists > Lists. The default sending reasons are External, Internal, Other and Patient history request, but you can add more reasons to the list as needed.

When Client Communication Fails

Settings > General > Department > Client interactions > Create task on failed communication

When this setting is selected, a task is created automatically for the user when communication with a client fails (for example, the client's email address is invalid). A notification about the failed communication is also sent to the email address added in the Failed communication report recipient field.

When Appointment is Booked for a Client With Unpaid Invoices

Settings > General > Department > Calendar & scheduling options > Create task when client with unpaid invoices is booked an appointment

When this setting is selected, a task is created automatically for the users added in the For selected users field. You can also add a number of days in the Alarm when invoice unpaid for field so that a confirmation message is shown when an appointment is added for a client that has unpaid invoices over this number of days.

When a Referred Patient Arrives

Settings > General > Department > Task settings > Create task when referred patient has arrived

When this setting is selected, a task is created automatically for the supervising veterinarian when a referred patient is marked as arrived. In the Referred patient task due date field, you can define how many days after the consultation the task is due.

When a Consultation is Finalised With Draft Clinical Notes

Settings > General > Department > Task settings > Create tasks of draft notes upon invoice finalization

This setting can be used when the hospital mode is used and the Allow finalizing consultations with draft clinical notes setting is selected.

When the Create tasks of draft notes upon invoice finalization setting is selected, a task is created automatically when the invoice is finalised for a consultation that includes draft clinical notes. The task is assigned to the user selected in the Default assigned user for tasks about draft clinical notes field:

Created user: the user who created the draft notes,
Active user: the user who finalised the invoice, or
Supervising veterinarian: the veterinarian responsible for the consultation

In the Deadline (in days) for draft note tasks field, you can define how many days after invoice finalisation the task is due. Note that if you select 0, the task is created when the draft notes are saved even if the invoice is not yet finalised.

When Laboratory Results Are Ready

Settings > General > Department > Laboratory settings > Create task when results are ready

When this setting is selected, a task is created automatically for the selected users when laboratory results are ready. To have a task created for the referring veterinarian, select the For referring veterinarian checkbox. You can also select additional users in the For selected users field. In the Task due date field, you can define how many days after the laboratory results the task is due.

Require Creating Tasks With Laboratory Referrals

Settings > General > Department > Laboratory settings > Require "create tasks" when creating a laboratory referral and Require "create tasks" for external laboratories only

In addition to the previous setting, these settings can be used to have a task created automatically for additional users for a specific laboratory referral. When these settings are selected, additional users must be selected when adding a laboratory item to a consultation.

When Diagnostic Imaging Results Are Ready

Settings > General > Department > Diagnostic imaging settings > Create task when results are ready

When this setting is selected, a task is created automatically for the selected users when diagnostic imaging results are ready. Using the checkboxes, you select the consultation supervising veterinarian, consultation resident, and request supervising veterinarian. You can also select additional users in the For selected users field. In the Task due date field, you can define how many days after the imaging results the task is due.

Set Up Automatically Created Tasks