How do I customize my Tasks section?

We’re excited to introduce the ability to customize your Tasks display. Each user in your practice will be able to select which task types are visible in their own account and customize the order in which the tabs are displayed.

Customizing Task Type Order and Display

1. Within your Tasks section, click on the wrench icon.

2. To display or remove a particular task tab, toggle the button to On or Off under the Display as tab column.

3. To customize the order of your task tabs, click the 4 horizontal lines to the left of the task type you would like to reorder. Drag and drop each type into your preferred order.

4. Once you have customized your settings, click Save.

These settings will be retained each time you log into your Practice Fusion account and can be modified at any time to improve your workflow.

For additional information, please see:

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