Admin Lesson (Tasks)* - Watch Video
Purpose of this Video
This video is designed for office administrators and support staff using Canvas EHR. It demonstrates how to leverage the tasks module to ensure that administrative workflows—such as follow-ups, documentation coordination, patient communications and billing tasks—are created, tracked, and completed efficiently. Mastering tasks ensures nothing slips through the cracks and helps the entire clinical team stay aligned.
What You’ll Learn
-
How to access the Tasks section within the Canvas EHR interface
-
Steps to create new tasks, including setting task details, due dates, and responsible staff
-
Assigning tasks to team members, tracking status, and closing completed tasks
-
Using filters and views to monitor outstanding tasks and prioritize workflow
-
Best practices for integrating tasks into daily administrative routines and keeping task lists organized
Key Takeaways
-
The Tasks module in Canvas EHR centralizes administrative workflow oversight — making it easier to assign, track, and complete tasks on time.
-
Setting clear details (due dates, assignees, categories) ensures accountability and clarity for each task.
-
Using filters and organized views helps staff prioritize high-impact tasks and avoid bottlenecks.
-
A consistent task-management routine fosters smoother coordination between office admins and clinical staff.
-
Regular review of outstanding tasks supports practice efficiency and prevents important follow-up or administrative work from being overlooked.