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Practice Management on Embodia - Part 1: Charting

To use the tasks feature in patient charts, the clinic manager would first need to enable tasks in patient charts. They can do so by following the steps outlined in the general chart settings.

Once enabled, you will be able to add tasks to the chart, under the Tasks section. You can check the checkbox next to the task to mark it as complete.

Adding tasks to patient charts

 

Please note that these tasks are private and not visible to patients if you chose to make the chart entry visible to them.

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