How To Create And Manage Tasks In Dewy

How To Create And Manage Tasks In Dewy

In order to create and manage tasks in your Dewy account, you’ll need to navigate to the Patient Contact Database. If you’d like some assistance locating this feature, we’ve included an excerpt from the Contact Card and Patient Activity Timeline Overview guide in Dewy Academy.

In your Dewy account, locating your contact cards is an easy, two-step process. First, click on the Dewy logo (Located in the Top-Left Hand corner, on the blue rectangle) to navigate to your Overview and Main Menu then Click on Contacts.

In the Contacts Database Menu, located on the right-hand side of the screen, select “Manage Tasks.” The Patient Contact Database Menu has a medium-dark grey background when using default settings.

Creating tasks

Once you have located the Patient Contact Database, you will see a blue, rectangular button “Add Task” in the top, right-hand corner of the screen, above the navigation bar.

Clicking on “Add Task” will open a pop-up menu where you can input information related to:

  • Task Title
  • Task Status
  • Relation (Patient or Deal)
  • Contact 
  • Type of Task (e.g. Call, email, schedule appointment)
  • Task Description
  • Due Date
  • Task Duration
  • Task Assignee (Who take ownership of the task)
  • Alerts

Once you have input all of the information for a task, you should verify that you have enabled alerts as-needed for the team member who needs to know that the task has been completed (or resolved.)

Finally, Click on the blue “Add” button at the bottom of the pop-up menu. This will close the pop-up menu and allow you to manage existing tasks.

Managing tasks

Managing Existing Tasks is a lot like creating a new task, but with less steps. You should use the above instructions to navigate to the Contacts Database. You are able to edit the following fields when managing tasks in Dewy.

  • Task Title
  • Task Status
  • Relation (Patient or Deal)
  • Contact 
  • Type of Task (e.g. Call, email, schedule appointment)
  • Task Description
  • Due Date
  • Task Duration
  • Task Assignee (Who take ownership of the task)
  • Alerts

Common reasons to Manage Tasks in Dewy include:

  • Mark a task as complete
  • Update the task status (e.g. Attempted to contact patient and schedule appointment, no response)
  • Include Patient Files in task description for scheduling a consultation

If you have any questions about creating or managing tasks within your Dewy account, please contact Dewy Support.

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