Tasks (NEW)
Managing Deleted User's Tasks in Adit
When a user is removed from your organization in Adit, their assigned tasks don’t get deleted. Instead, Adit reassigns and organizes them to ensure that no important work is lost. This article explains what happens to deleted users’ tasks and how to ...
Managing Projects within the Task Module
Projects in the Task Module allow you to organize related tasks, collaborate with team members, and track progress more efficiently. This guide walks you through creating a project, adjusting privacy settings, customizing fields, using filters, and ...
Creating Tasks in Adit
The Tasks Module in Adit helps practices organize work, assign responsibilities, and track progress in real time. Think of it as your team’s digital to-do list - integrated with patient and project workflows. This article covers: Basic Task Features ...
Understanding the Tasks Home Page
The Tasks feature in Adit helps practices organize, track, and complete work more efficiently. Think of it as your team’s digital to-do list - a centralized space where you can create tasks, assign them to team members, set due dates, and monitor ...
Understanding Task Permissions in Adit
Task permissions determine who can view, edit, and interact with tasks in the Task Module. Depending on whether a task is private, part of a project, or shared across teams, access levels will differ. This article explains the different permission ...
Popular Articles
Turn advanced scheduling on or off
Advanced Online Scheduling allows your patient to book specific services at specific times, directly into your EHR schedule. This helps streamline your scheduling and saves your staff time by allowing patients to book on their own. Note: Advanced ...
Add a service to your online scheduling form
Defining your services will allow patients to book with a particular provider in a particular operatory at a particular time, ensuring your schedule is seamless and saving your office staff time. Make sure the services are clearly defined and easy ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...