Billing Dashboard Task List

Overview of the Task List widget on the Alleva Billing dashboard.

The Task List widget in the Alleva Billing dashboard allows you to manage and track tasks assigned to you. Like the communication log in the EMR, it serves as a central hub for internal team communication. You can also create tasks linked to specific items in Alleva Billing and assign them to other users. Once assigned, the task will appear on that user's dashboard in their Task List.

Tasks can be linked to the following items:

• Services

• Claims

• Payments

• Patient Accounts

To assign a new task, follow these steps:

1. Navigate to the appropriate screen (Service Management, Claim Management, Payment Management, or Patient Accounts).

2. Click the paper notes icon next to the relevant item. For example, in the Insurance Transactions overview, each transaction has a notes icon.
   

3. In the task window, select a user from the "Assign To" dropdown, set a due date, enter your message, and click Save.
   
   
   
   

Done! The task will then appear on the assigned user's dashboard in their Task List. From there, they can view the note on the related screen and update its status (e.g., "Complete," "On Hold").