Chart Note Signed Closes Smart Task
When a chart note tied to a Complete Chart Note Smart Task is signed and locked, automatically closes the task. Removes the manual step of marking documentation tasks complete once the note itself is finished. Built for practices using Smart Tasks to track chart note completion.
Built by SE Team
The problem it solves
Practices using Smart Tasks to track documentation completion still have to manually close the task once a note is signed, even though the note itself already reflects that the work is done. Without automatic closure, task lists accumulate completed work that still shows as outstanding.
What's included
- Automatic check when a chart note is signed and locked
- Task closure tied to the originating Complete Chart Note Smart Task
- No manual step required to mark documentation tasks complete
How it works
When a chart note tied to a Complete Chart Note Smart Task is signed and locked, the associated task is automatically closed.
Chart Note Signed Closes Smart Task automatically closes a Complete Chart Note Smart Task once its associated chart note is signed and locked. It's built for practices that use Smart Tasks to track outstanding documentation and want that tracking to stay accurate without manual upkeep. The task closes as soon as the note reaches a signed and locked state, matching how the Smart Task was originally configured.