Customize Tasks

Customize the task types, priority, and status fields on the New Task page. Edit to reflect the kinds of tasks care coordinators most often assign, and use rating terminology specific to your organization.

• Add Custom Task Types
  Custom task types help your care coordinators create tasks that are specific to the type of care that they deliver. For example, for an outpatient orthopedic surgery center, task types could include Pre-Op Lab Work or Weekly PT.
• Add or Edit Task Priority Values
  You can change the values that appear in the Priority field that shows the importance of a task.
• Add or Edit Task Status Values
  You can change the values that appear in the Status field that shows the progress or measures the completion of a task.
• Customize the Task List View in the Console and Experience Cloud Site
  Use field sets to customize the task columns that appear in the Health Cloud console list view and the fields that display in patient or member sites.