November 5, 2025

(Base and Lightpath) Assign custom to-dos to other professionals

On the Participant Detail screen, you can assign custom to-dos to specific professionals.

Open the Create custom to-do help guide in a new tab.

Important launch notes

Once you create a custom to-do, you cannot delete it or reschedule it. However, you can change the assignee.
There are two assignee fields; provider type and provider. You can select either one or both to assign the to-do.
- If you only select the provider type, the to-do will be assigned to a care team member of that provider type. After you select the provider type, the list of providers shows all providers, regardless of which provider type you select.
- If you only select a specific care team member, it will be assigned to that specific provider.
- If you select both, the to-do will be assigned to the selected individual.
- If you do not select either, the to-do will remain unassigned.
- When reassigning a to-do, you cannot clear the Assign to provider type and Assign to fields.
Rescheduling a to-do and default assignment is in the feature planning phase.

(Base and Lightpath) Task assignment filter on Patients list

On the Patients list screen, you can filter patients by tasks assigned to you.

Open the Filter by Task assignment help guide in a new tab.

(Lightpath) Filter patients by condition cohort

The Patients list contains a new filter, Cohort. Use this to filter for patients enrolled in specific condition cohorts such as, T1D, T2D, HTN. Additional cohorts will be released in a phased manner.

All release notes