Tasks route to the role that owns the next action. Use filters, grouping, search, and tabs to build your working view.
Manual assignment is allowed, but it is not required. Role-routed tasks are visible to anyone with the assigned role.
Routing model
Area | Routing |
Intake workflow | Intake supports role assignment, round robin, and other workflow-specific rules. |
Outside intake | Tasks route by owning role or lane, such as Clinical Manager, Scheduler, Billing, Medical Records, or Authorizations. Anyone with the assigned role can see the task. |
For example, a Review Provider Order task routes to the Clinical Manager role. Scheduling tasks route to Scheduling. Provider-signature follow-up routes to Medical Records.
Assignment shows who currently owns a task. Assign a named person when one person owns follow-up.
Use filters to build your work view
Click the filter icon above the list to narrow what you see. Filters are additive: if you choose a status and an assignee, a task has to match both.
Filter | Use it when |
Status | You only want To Do, In Progress, On Hold, Completed, or Cancelled tasks. |
Assignee | You are checking tasks currently assigned to one person. |
Priority | You need to focus on Urgent, High, Normal, Low, or No priority work. |
Facility | You are working one facility's tasks. |
Team | You are working one care team's panel. |
Department | You need one lane, such as Orders, Scheduling, Billing, Intake, or Authorizations. |
Payor | You are checking tasks tied to one payer. |
Use Clear all filters when a task is missing from the list.
Use grouping to organize the same list
Click the display options control, the sliders icon above the list. Under Grouping, choose how to organize the rows:
Group by | Best for |
Status | Working a queue from not started to done. This is the default. |
Priority | Seeing urgent and high-priority work first. |
Department | Separating Billing, Intake, Orders, Scheduling, and Authorizations work. |
Task Type | Seeing the same workflow together, such as order reviews or scheduling tasks. |
Assignee | Reviewing who currently has work assigned. |
Patient | Chasing every open task for one patient. |
Payor | Reviewing payer-specific blockers. |
None | Reading one flat list. |
Grouping changes the view only. It does not move ownership.
Add sub-grouping
Use Sub-grouping when one layer is not enough. For example:
Group by Department, then sub-group by Status to see where each lane is stuck.
Group by Status, then sub-group by Priority to work open items in urgency order.
Group by Patient, then sub-group by Task Type to see every workflow open for that chart.
The option already used for the main grouping cannot be selected again as the sub-group.
Know the status groups
Status | Meaning |
To Do | The task is open and not started. |
In Progress | Someone has started or taken action on it. |
On Hold | The next action is waiting on something outside the task. |
Completed | The required work is done. |
Cancelled | The work is no longer needed. |
The Active tab shows open work: To Do, In Progress, and On Hold. The Completed tab shows completed work. Turn on Show cancelled tasks in display options if you need to see cancelled work too.
Use search
Search matches task titles and patient names. Search works with filters, so clear filters if a task still does not appear.
Correct an assignment
If a task is assigned to the wrong person, correct the assignee.
Open the task.
Set the assignee to Unassigned or select the person who owns follow-up.
Save the change.
Manual assignment creates a named owner. It is not required for role visibility.
If something goes wrong
A task disappeared. Clear filters, check the Completed tab, and turn on Show cancelled tasks if it may have been cancelled.
Grouping did not move the task to another person. Grouping only changes the view. It does not assign or reassign.
The task type is not visible to the right role. Ask an administrator to update the routing rule.
The task is assigned to the wrong person. Correct the assignee to Unassigned or choose the specific person who should own follow-up.