The Task List Report in Simple Reporting allows your office to easily monitor any open tasks assigned to patients.
It provides visibility into outstanding items, task progress, and user assignments, helping your team stay organized and on top of patient management.
How to Access the Task List Report
Navigate to Reporting > Simple Reporting.
Click on the Task List tab.
What the Task List Report Displays
For each patient with an active task list, you will see:
Field | Description |
Patient Name | Name of the patient with an open task list |
Task List Name | Name of the assigned task list template |
Task Items | Individual tasks listed under that task list |
Assigned User | The user responsible for completing the task |
Due Date | Date by which the task should be completed |
Completion Percentage | Progress tracker showing how much of the task list is completed |
Actions | Mark tasks as complete or delete tasks directly from the report |
Managing Tasks from the Report
Assign Tasks: You can reassign tasks to a different user if needed.
Mark as Complete: Quickly check off completed tasks.
Delete Tasks: Remove tasks if they are no longer necessary.
Track Progress: View the percentage of each task list that has been completed.
Example Use Cases
New Patient Scheduling:
See patients like Adam Smith who have an open "Day of Scheduling New Patient" task list.Example: 33% of Adam’s task list completed as of 6/12.
New Patient Appointment Follow-Up:
See patients like Ellen with a "Day of New Patient Appointment" task list.Example: 17% of Ellen’s task list has been completed.
Filtering Options
You can filter tasks by assigned user, allowing you to:
Focus on specific team members’ outstanding tasks.
Monitor workloads and completion rates across the team.
Quick Summary
Feature | Details |
Tracks Open Tasks | See all incomplete tasks for patients |
Manage From Report | Assign, complete, or delete tasks easily |
Monitor Progress | View task list completion percentages |
Filter by User | Quickly review specific team members' tasks |
The Task List Report is a simple but powerful way to ensure nothing falls through the cracks in your patient onboarding and management workflows.
If you would like help designing custom Task List Templates to fit your office’s process better, contact ChiroHD support.