Archiving tasks

Keep your interface well organised, by archiving tasks that are no longer relevant.

How can a task be archived?

There are two ways:

1. Automatic - unattended tasks in Pending tab, such as unanswered calls or calls with no subject set will be automatically archived after 3 days. This helps with keeping the Pending tab up to date and easier to manage.
   For To do tab, automatic task archivization occurs after 90 days.
2. Manual - receptionists and managers can also choose to archive tasks manually, before the 3 day period is up. To archive a task, click on 3 dots in the upper right corner of the task and choose the Archive option.
   
   

⚠ Inbound tasks can only be archived if they don't have a completed call attached - otherwise the default option is to set the subject. All outbound calls have the option to be archived.

When should you archive a task manually?

This option can be useful if there is a missed call from a patient that doesn't need a call back anymore, e.g. because they used a different channel of communication.

If there were multiple attempts at calling the patient back, but they were all unsuccesful, you can also choose to archive the task.

Can archived tasks be accessed?

All archived tasks can be found in the Archived tab, which can be accessed by clicking on the 3 dots visible next to the All tab.