Tasks: Keep Open or Close It?

What to Do with a Task After Contacting a Patient

After you’ve contacted a patient and logged the outcome, you have two options depending on whether or not further follow-up is needed:

• If you plan to follow up with the patient within 4-6 weeks, choose the "Log Contact" option on the left side of the task input area. This keeps the task open and allows you to continue tracking the patient.

• If no further follow-up is needed within the next 4-6 weeks, or if the patient contacts you, select "Log and Close Task." This will close the task, but it will still be archived in Practice by Numbers for future reference, ensuring the task is not deleted but properly recorded.