The member profile can display a dedicated section for tasks related directly to that specific individual. This feature allows you to view, track, and create member-specific tasks without leaving their profile page.

Enabling the Member To-Do Section

To begin using this feature on your member profiles, you must contact your Customer Success Manager (CSM) to enable it for your organization.

When setting up this feature, you can choose which types of tasks appear on the profile. The available task sources include:

• Custom tasks
• Review requests
• Goals
• Consents
• Compliance items
• Claims

Navigating Tasks on the Member Profile

Once enabled, the to-do section on the member profile allows you to manage tasks efficiently. You can use this section to:

• Review all past and current tasks assigned to the member.
• Filter the list by task type to find specific items quickly.
• View which tasks are currently overdue or already completed.
• Add a new task directly to the member profile.