What's New: My To-Do Summary

By TherapyNotes, LLC on November 21, 2023
The To-Do List on the home page has been replaced with My To-Do Summary. The summary makes your home page more concise, by limiting the number of open tasks being displayed. Tasks are now organized into categories which show the number of items pending and link to the full list of items. Categories with no items will not be displayed. The possible categories include:

  • Account Settings
  • Notes
  • Patient Records
  • ePrescribe
  • Portal
  • Billing

Each category shows the number of tasks pending so you can better estimate your workload. Clicking on the section links will take you to the relevant page where you can complete that task. If needed, you can still access the To-Do List which contains a full list of items needing attention.

* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.


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