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6 Features Your EHR’s Task Function Needs to Streamline Your Day
Reading Time: 4 Minutes

As a therapist, managing your day-to-day tasks efficiently is crucial for providing quality care to your clients. With so much on your plate, it’s easy to feel overwhelmed and let things slip through the cracks. But some EHRs (like TheraNest) have a secret weapon to help you stay on top of things. With the help of the task feature, you can streamline your workflow and stay organized. In this blog post, we will explore how therapists can leverage the task feature to simplify their day and enhance productivity.


To use your EHR’s tasks function effectively, you need to take a moment to consider your needs and the way your practice works. Do you often find yourself forgetting to sign a note or verify insurance eligibility? Then that’s what you should add to your tasks. Alternatively, you may want to break down your day to make sure you submit claims before the office closes or prepare for tomorrow’s appointments. You can create recurring tasks that must be completed daily, weekly, monthly, or even yearly. That’s a great way to prevent long-term events from falling through the cracks.

1. Ease of Use

Since the goal of your tasks function is to streamline your day-to-day, your EHR’s tasks feature needs to be user-friendly. Your task list should be easily accessible, with clear navigation options. Adding new tasks should only take a few clicks.

Some EHRs include customizable task pages, allowing you to tailor the display of grid columns to suit your preferences.

2. Privacy and Security

Your tasks may include sensitive information. As such, your task list should only be visible to you, ensuring that your tasks and client information remain protected. This provides peace of mind as you work through your task list.

3. A Centralized View

Your task feature should allow you to manage your tasks effectively, ensuring that nothing falls through the cracks. Your task list page must provide a comprehensive overview of all your tasks, including daily, weekly, monthly, completed, and past-due tasks. This centralized view enables you to track everything you need to do and prioritize your work accordingly.

4. Customizable Tasks

One of the standout features of TheraNest’s task feature is the ability to create custom tasks. This allows you to organize your schedule based on your specific needs. Whether it’s following up with a client, scheduling an appointment, or completing administrative tasks, you can create tasks that reflect your unique requirements.

5. Assignable Priorities

In addition to setting deadlines for your tasks, we recommend using an EHR that lets you assign a priority as well. This can help you quickly cut through the clutter and focus on your day’s most important tasks. For example, you might have to sign progress notes every day, but credentialing a new therapist might be assigned a higher priority despite not being due next week. TheraNest indicates priorities with colors to identify the most important tasks in one glance.

6. Tasks Filters

You can use your EHR’s filters to find tasks more easily as well. TheraNest allows you to filter tasks by:
  • My Tasks: Displays all tasks regardless of due date.
  • Past Due: Tasks where the due date is the current date or prior.
  • Today: Tasks where the due date is the current date.
  • This Week: Tasks that have a due date that falls between Sunday to Saturday of the current week.
  • Next Week: Tasks that have a due date that falls between Sunday to Saturday of the following week.
  • This Month: Tasks that have a due date that falls on the first day of the current month through the last day of the month.
  • Completed: All tasks that have been marked as complete.

Efficient task management is essential for therapists, and TheraNest’s task feature offers a comprehensive solution. By leveraging the task list page, customizable tasks, filtered views, and user-friendly interface, therapists can simplify their day, enhance productivity, and provide exceptional care to their clients. Embrace the power of TheraNest’s task feature and take control of your workload like never before. See for yourself. Schedule a free 21-day trial, no credit card required.

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