Tasks Overview

An Overview of Tasks in EZClaim

Click on the Task button on the Home ribbon bar or right-click on a Patient or Claim in the Quick Access Pane and select Add Task.  

Tasks may be assigned to an Individual, associated with a Patient, Claim, or Payer and have a Reminder date and time selected.

Once tasks are created, view tasks under the tab Tasks in the Quick Access pane.

Double-click to open a Task or view Task Details in the lower tab. 

To filter tasks, use the filter fields directly below the column headers.