Tasks serve as the ultimate tool to keep you in control of all the crucial items that demand your attention. With the expansion of external tasks into Track, you can now seamlessly send forms to external parties for completion and allow them to conveniently upload attachments directly onto the provider record. For more information, check out our Knowledge Base article.
NOTE: If any of the above changes cause an issue with your organization or you have further questions, please follow the steps outlined in the Knowledge Base or reach out to support@casebook.net for assistance.
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