We’ve made task templates easier to set up and review!

The setup form is now organized into three simple sections:

• Who can use this template? Choose whether the template should be available to you, a specific department, or your entire organization.
• When should it run automatically? Choose the document category that should trigger the template when a matching fax comes in.
• What task should EMA create? Set the task details, assignee, priority, and notes that should be created in EMA.

We also made the task template main view more helpful. There is now a Trigger column that clearly shows whether each template will create tasks automatically or is manual only.

For example:

• Auto: Prior Auth means Medsender will automatically create a task when an incoming fax is categorized as Prior Auth
• Manual only means the template will not run automatically and can only be used when someone manually creates a task

This should make it much easier to confirm which templates are set up for auto-tasking and which ones are not.

Nothing about your existing templates or task routing is changing. This update is designed to make task template setup easier to follow, easier to review, and less confusing for new users.

Questions? Our team is ready to help at support@medsender.com