What Are Tasks?

Tasks help you track follow-up work from your clinical documentation workflow, such as orders, referrals, patient calls, documentation cleanup, or care coordination items.

You can create tasks manually, generate them from a note, or ask Vero Chat to create a task during an encounter.

Where to Find Tasks

Tasks page: Open Tasks from the left sidebar to see tasks across your workspace.
Patient profile: Open a patient from Patients and use the Tasks section to see or create tasks linked to that patient.
Encounter task panel: Open an encounter note and select Tasks to see tasks tied to that encounter.
Vero Chat: Ask the assistant to create a task while you are working in an encounter.

Create a Task Manually

You can create a task from the Tasks page, a patient profile, or an encounter task panel.

Open the place where you want to create the task.
Select + Task or Add task.
Add the task title and any relevant details.
Choose a status, priority, category, due date, and patient if applicable.
Save the task.

Tasks can be marked Open, In Progress, or Done.

When you create a task from a patient profile, the patient is selected automatically. When you create a task from an encounter, Vero can attach the encounter and patient context when available.

Generate Tasks From a Note

Inside an encounter note, open the task panel. Vero can review the current note and suggest follow-up tasks based on the note content.

Open the encounter note.
Select Tasks.
Use the refresh or generate task action to identify tasks from the note.
Review the generated tasks and edit them as needed.

Generated tasks use your available task categories and avoid duplicating existing tasks for the same encounter when possible.

Generated tasks should be reviewed before you rely on them. Vero may miss follow-up items or suggest tasks that need clinician judgment.

Create Tasks With Vero Chat

You can ask Vero Chat to create tasks in plain language.

Examples:

"Create a task to call the patient with lab results tomorrow."
"Add a high-priority task to send the referral."
"Make a task to follow up on the ultrasound next week."

When possible, Vero will attach the task to the current encounter and patient context.

Organize Tasks

Tasks can include:

Status: Open, In Progress, or Done.
Priority: Urgent, High, Medium, Low, or None.
Category: Common defaults include Order, Coordinate, Communicate, Document, and Action.
Due date: Optional date for time-sensitive follow-up.
Patient: Optional patient link when the task belongs to a specific patient.
Description: Optional details or context for the task.

You can also create custom task categories from the Tasks page.

Filter and Review Tasks

The Tasks page lets you switch between All tasks, Open, and Completed. You can also filter by category to focus on a specific type of work.

Open a task to edit its title, description, status, priority, category, due date, or patient link.