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Configuring tasks to treatments

Example: Post-operative phone call with a patient after invasive treatment

Praxis Valadez avatar
Written by Praxis Valadez
Updated over a year ago

If a task must be completed in relation to a treatment, you'll want to configure generated tasks. These are the kind of tasks that are often completed after the appointment such as the Post-Op/Follow up Call after Invasive Treatment.

Once the appointment has ended, the task will automatically generate at the appropriate time. For example: a task for Follow Up Phone Call will show up 1 day after the patient's extraction in the Reception team's task list.

Practitioners can configure the 'Post-op phone call' and other tasks to automatically generate when that treatment type is booked for an appointment.


Practically configuring tasks will look like this:

Assuming Post Op Call task is configured to Extractions:

  1. The day after an Extraction, Principle will automatically generate a 'Post-op phone call' task and have it assigned to the Reception team.
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  2. Everyone on the Reception team will be notified of the new task within Principle.
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  3. One person from the Reception team will go to the Tasks tab, and change the Assignee to themselves. They will be responsible for completing that task.


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