video1.0<iframe src="https://www.loom.com/embed/8b1ec7366aee4a099cf6d7fd6f5e2060" frameborder="0" width="1804" height="1353" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13531804Loomhttps://www.loom.com13531804https://cdn.loom.com/sessions/thumbnails/8b1ec7366aee4a099cf6d7fd6f5e2060-2f3c06eb38c1f467.gif123.243In this video, I walk you through how to create a task directly from the patient's side panel during an exam or while filing insurance claims. You'll see how easy it is to assign the task, set deadlines, and link it to a specific patient. I also highlight that these tasks will appear in the task manager on the homepage dashboard for easy tracking. If you have any questions, please refer to Bartee's Help Center or create a support ticket at support.bartee.org. I encourage you to utilize this feature to streamline your workflow.