Task type lists can be configured by a practice to best suit their needs and workflow. Admins are able to maintain task type lists and choose the order in which they will be presented in a list. Custom task types and global ones can be configured and reordered together. Global and custom task types can be disabled and copied across all practices, while custom task types can be edited. Once the task types have been configured, the finalized ordering of both global and custom task types will be replicated in the Clinical Review tab.

Add Custom Task Type

Edit, Disable, and Copy To All

Reordering Global and Custom Call Types

Click the hamburger menu on the TC Dashboard to bring up the site menu. Proceed to the link called ‘Management’ and choose “Task Types”’ from the dropdown list.

Once on the Task Types page, look to the upper right of the screen and press the button called “Add New Task Types.”

A new modal will pop up and ask you to first create a name for your Task Type.

Select the product that you want to associate this custom task type with. If no product is selected in this step then the task type will be Global and apply across your practice on TC.

Please note that the checkbox marked ‘Billable’ is checked by default when creating a new task type. You may also get the warning further below that asks the user to refresh their page to see their intended changes.

After hitting save in the modal, you’ll see your new task type in the Task Types list along with the product it is associated with.

Note: Your new task type will initially appear at the bottom of the category list.

Note: If you do not select a product to be associated with your new task type then it will become a global rule that applies to all products. You will see that reflected in the Task Types list as shown below where “ALL” is listed under the Product column.

To edit a custom task type, find the edit button to the right of it and click on it.

A modal will appear with the options to change the name and product associated with it. Click save when satisfied with your changes.

https://help.thoroughcare.com/en/articles/7888674-configurable-task-types#h_0a90c15f00: You can’t edit a global task type. The edit button will appear disabled for any task type that can not be changed.

To disable a custom or global task type, click on the red ‘Disable’ button located next to the edit button. A prompt will appear from your chosen browser asking you to confirm that the task type should be disabled.

Once disabled, you will see that the button has turned blue with the words ‘Enable.’ Click the button again to bring the task type back into an active state. You will see a toaster notification at the top of your screen when a user enables or disables a task type.

The final button on the right allows a user to copy the selected task type to all practices enrolled under the administrator.

Clicking “Copy to All Practices” will change the button to plain text stating that the task type was copied to all practices.

Up and down arrows on the left side of each task type (custom or global) indicate that a user can drag and drop task types into their preferred list/ordering setup. Users should click and drag a task type to their intended place until the desired order is achieved.

The user customized list of both custom and global task types will then appear in the exact order in patient files such as under the Care Management section. You can see in the example below that “TestCategory1” is now shown as the first option since it was moved to the top of the Task Type list.

Note: Custom Task Types may not appear in a patient’s file if the task type was tied to a specific TC program in which the patient is not enrolled in.