Auto-Complete Associated Tasks on Referral Completion

Configure Automatic Task Completion

Complete Referral

Automatic Task Completion

What’s New

• Added a new practice-level setting:
  
  • Auto-complete tasks when referral is completed
• The setting is available under Practice Settings > EHR > Referrals.
• The setting is enabled by default.
• When enabled, completing a referral automatically completes its associated open task.
• If the task is assigned to multiple users, it is completed for all users associated with the task.
• When the setting is disabled, completing the referral does not change the associated task’s status.
• If the referral has no associated task, no task-related action is performed.
• If the associated task is already Completed, the system takes no additional action and does not create a duplicate completion event..

How It Works

• Navigate to Practice Settings > EHR > Referrals.
• Locate the Auto-complete tasks when referral is completed setting.

• Leave the setting enabled to automatically synchronize task completion with referral completion, or disable it if tasks should continue to be managed separately.
• When a referral with an associated open task is marked Completed, the system automatically marks the task Completed.
• If the task is assigned to multiple users, completion is applied for all users associated with the task.

Benefits

• Eliminates the need to manually complete a task after its associated referral has been completed.
• Keeps referral and task statuses synchronized.
• Reduces unnecessary open tasks associated with already completed referrals.
• Provides practices with control over whether referral completion should affect associated tasks.
• Provides consistent behavior for tasks assigned to multiple users.
• Prevents duplicate completion activity when a task has already been completed.