Practice Management Support

Create a Tracker Task for a client in Practice Management

Before you begin
You will need the following:
  • An Administrator account or a role that has permission to work with Tracker Templates.
  • A Tracker Template assigned it to the client.
  1. Open the client in Practice Management.
  2. Select
    Action
    , then
    Tracker List
    .
  3. Choose a tracker, then select
    Edit
    .
  4. On the
    Tasks
     tab, select
    Insert After
    .
  5. Choose a Task Template, then select
    OK
    The new Task should now be shown on the
    Tasks
     tab.

This article applies to:

  • Product: Digita Practice Management