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Tasks

Updated

Overview

The Tasks Dashboard in Lobbie helps staff members track both manual and system-generated tasks. Tasks can be assigned to specific team members, linked to patients, and given due dates. This guide explains how to view, create, assign, and complete tasks in Lobbie.

 

 

Accessing the Tasks Dashboard

  1. Click the checkmark icon in the top navigation bar
  2. You will see:
    • My Tasks: Tasks assigned to you
    • All Tasks: Every task created in the system
    • Completed: Tasks that have been marked complete

Overdue tasks are highlighted in red.

 

How to Create a New Task

  1. Click Add Task
  2. Fill out the following fields:
    • Type: Select a category (e.g., Scheduling)
    • Title: Add a clear task name (e.g., “Schedule TRT appointment for Ethan Taylor”)
    • Comment: Add helpful details for the assignee
    • Location: Optional, for multi-location accounts
    • Assignee: Choose the staff member who should complete the task
    • Patient: Select the patient the task is related to
    • Appointment: Optional, if this task relates to a specific appointment
    • Due Date: Set a deadline (e.g., March 25 for an April 2 appointment)
  3. Click Add Task to create it

 

Viewing and Managing Tasks

From the dashboard, you can view task details, sort by tab (My Tasks, All Tasks, Completed), and click any task to open it.

Assigned users can:

  • Start Task: Pins the task at the top of the screen with a blue banner for easy access
  • Complete Task: Marks the task as done and moves it to the Completed tab

Example Workflow

  1. An admin assigns a task to Linda to schedule a TRT visit for Ethan Taylor on April 2.
  2. Linda clicks Start Task to pin it on her screen.
  3. She navigates to Scheduler, selects April 2, and books the appointment for Ethan.
  4. Once done, she clicks Complete Task to close it.

 

System-Generated Tasks

Lobbie may also create automatic tasks based on system activity. These may include:

  • Prescription-related tasks: Created when a payment is received for a new prescription via an integrated payments processor
  • Lab review tasks: Created when lab results are returned from an integrated external labs vendor
  • Controlled substance logging tasks: Created when a log has been requested to be signed
  • Clinical charts tasks: Created when a supervisor sends back a locked chart for review

These system tasks will appear in the My Tasks list for the assigned staff member.

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