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Task Creation on Lab Results Received

When new lab results are posted, automatically create a task for the provider to review — ensuring nothing falls through the cracks between appointments.

Built by SE Team

The problem it solves

Lab results posted to a patient record require provider review and often follow-up action. Without an automated alert, results can sit unreviewed until the next scheduled appointment.

What's included

  • Automatic check whenever new lab results post to a patient record
  • Task created for the patient's provider, with result details included

How it works

Trigger: new lab results are posted to a patient's record. Steps: create a task assigned to the patient's provider, populated with the patient name and lab result details.

Task Creation on Lab Results Received creates a task for the provider whenever new lab results are posted to a patient's record, so results don't sit unreviewed between appointments. It's built for practices that need timely provider follow-up on incoming lab data, and requires the Automate module. The task is populated with the patient's name and lab result details as soon as results post.

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