Use Planner

Track a process

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Use Microsoft Planner to track a process like following patients from scheduling to follow-up.

Create a task

Create a task at the beginning of your workflow.

  1. Select + to create a task.

  2. Type the patient's ID number.

  3. Select a due date.

  4. Select Assign to give the task to someone, and then select Add Task.

Add files to a task

Attach a file to a task so colleagues have the information they need as a task moves through a workflow.

  1. To attach the patient's paperwork, select a task and then select Add attachment > SharePoint.

  2. Select the patient's file and then select Save.

Add details to a task

Provide details on a task to further help a task through a workflow.

  1. Select a task and then type in what you want in the Description.

  2. Press Tab to save it, and then select Show on card so the info will appear on the task once it's closed.

    Note: The appointment information now appears on the task, and the new owner gets a notification that a patient is assigned to them when they sign in to Planner.

Move and reassign a task

Keep tasks moving in a workflow by moving them to another bucket and reassigning them.

  1. In a task, select the Bucket drop-down arrow and then select the next bucket in the workflow.

  2. Select the assigned person on the task, choose a new owner, and select X to remove the previous assigned person.

Assign a task

Assign or reassign a task to someone else.

  1. Select Assign to and choose the person to receive your task.

  2. Select X to remove the previous owner.

Want more?

Add tasks to a plan

Attach files, photos, or links to a task

Collaborate with your team using Microsoft Planner

Set a preview picture for a task

Create buckets to sort your tasks

You can use Microsoft Planner to track a process from beginning to end.

For example, tracking patients from scheduling to follow-up.

Create buckets that reflect your workflow:

"Scheduling" to make an appointment,

"Imaging" to include X-rays or scans,

"Clinician reporting" for image analysis, and so on.

When a patient needs a new appointment, select the plus sign to create a task.

Type the patient’s ID number, set a due date, select Assign to give the task to someone in "Scheduling" and then select Add Task.

To attach the patient’s paperwork: open the task and select Add attachment > SharePoint.

Then choose the patient’s file and select Save.

When an appointment is scheduled, open the task and add it to the Description.

Press Tab to save it, and then select Show on card.

To move the task to the next bucket and assign it to someone else:

Select the Bucket drop-down arrow and choose the next bucket, "Imaging".

Select the person the task is assigned to, choose a new owner, and then select X to remove the previous person assigned.

Now, the appointment information appears on the task.

The new owner gets a notification that a patient is assigned to them, and sees the same information when they sign in to Planner.

After a patient's X-rays are done, attach them to a task.

Open it and select Add attachment > SharePoint.

Select the patient’s X-ray and then select Save.

Point to the image and select Show on card so it'll appear on the task.

Click outside the task to close it,

And then select Assign to and choose the clinician who’ll receive the task.

Select X to remove the previous owner

Then select the task and drag it to the next bucket, "Clinician Reporting".

As the process continues, the task moves through the workflow from "Clinician Reporting" to "Team Review" to "Follow-up".

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