Assign activities to patients

Create a to-do linked to a patient so the whole team can see it.

Table of Contents

Create it

Open Activities and click Create activity.
Pick an Activity type from the icons along the top.
Set the time, and add a note if it helps.
Under Assign to, choose who does it. It defaults to you.
Under Client, type at least 3 characters and pick the patient.
Save.

It also appears on the patient’s card, on the Activities tab. You can start it there too with Add activity.

Up next

Next, read Assign activities to leads.