Patients only appear on the treatment whiteboard if there are tasks associated with them. We recommend adding daily tasks to boarding bundles.

  • Navigate to Admin > Bundles

  • Build a new bundle or select an existing boarding bundle

  • Select Add task

  • Add task information

  • Select Repeat

  • Set the task to repeat at least Every 1 Day

  • Set time for the task to be due

Now, when you order this bundle, the task will appear daily on your treatment whiteboard.

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