View and Perform the Therapy Tasks Assigned to You

Complete the tasks allocated to you as part of an advanced therapy orchestration step. To keep track of the therapy progression, go to the care program enrollee record page, and view the completed and upcoming tasks in the My Tasks section.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

User Permissions Needed
To access assessment tasks: Industries Visit permission set
To access the Advanced Therapy Management app: Health Cloud Advanced Therapy Orchestration permission set
Note
Note The Care Program Enrollee record page can also include the Pending Signatures section, which lists the electronic signature records that are ready for you to sign.
  1. From the App Launcher, find and select Care Program Enrollees.
  2. Select the Care Program Enrollee record that you’re assigned a task for.
  3. In My Tasks, find and select the task assigned to you.
    Note
    Note You can view all tasks, but can access only the tasks that are assigned to you.
  4. Complete the task flow or component task set up by your admin.
    Note
    Note To refresh the My Tasks and the stage progression sections, click the refresh button in any of the sections. You can also view the time when these components were last refreshed. To resume any stalled stage or step, in the dropdown at the top-right corner of the page, select Resume Transition Process.