Better gives you great options to keep track of to-do items for your clients so you can make sure they provide you with the information you need to help them stay on track.To begin, select a client, then click Tasks & Reminders in the left navigation (just below the Client File section).
Create a new task
Once you're in the Tasks & Reminders section, click on the Fast Action Button in the bottom right corner to get started. You'll see a screen with a few options to help you configure the task/reminder:
- Enter a title and description. Use the title field to specify the activity you'd like your client to complete. The description is optional, but you can use this if you need to provide your client with itemized instructions.
- Set a due date. Need this task done by a certain date? Add a due date and time so your client knows when they need to take action.
- Add a reminder. We can optionally send another notification to this client at a time of your choosing. Note, your client will receive an email address when the task/reminder is created or updated.
Marking tasks as completed
If your client completes a task, you have the power to mark it as completed for them. You can do this either under their Tasks & Reminders or from the client's Recent Activity page. Simply click on the More Options button to the right of the reminder and select "Mark complete".
Completing tasks as a client
We made it really simple for your clients to complete tasks you've created for them. They can do this directly from their email without even signing in!
Your client will receive an email outlining the task and an optional due date for its completion. They can click on the Complete Task button to take action:
Your client will be taken to a page which will allow them to provide additional notes and attachments for this task or simply mark it as completed:
Viewing your client's completing tasks
When you sign in as a practitioner, you'll see the task marked as completed in the client's Tasks & Reminders section. Any notes or documents the client provided are also available here for you to view or download: