Hi, We are in the process of integrating Tasks into our EHR system and have some inquiries related to our requirements: The Provider initiates an order from the portal, which then undergoes physician approval. Following approval, it proceeds to the fulfillment agent for order fulfillment. Once fulfilled, it moves to the Lab side for report generation. After the report is generated and sent to a physician for approval. Once approved, the order status transitions to completed, and the report is sent to the Patient. Could you kindly recommend a workflow to manage this scenario using the Task system? Additionally, we have a few specific questions: How can we connect Tasks and PlanDefinition? If multiple Tasks are associated with a PlanDefinition, how can we execute them sequentially? The approach to handling tasks for a PlanDefinition depends on the organization linked to the ServiceRequest. For instance, if Organization A has ORDER1, it may not necessitate physician approval. However, in the case of Organization B, physician approval might be required. How should we manage this situation effectively? We have various statuses for ServiceRequest, such as "Waiting for approval" and "Shipment received at the lab." How can we effectively manage and display these statuses to patients on a patient portal? Your guidance on these matters would be greatly appreciated.

So sounds like you want a Bot + Subscription that listens to Task events and does the Report generation and report release based on status. Basically the bot should check the status of the Task and validate/execute logic. The bot can have the conditional s based on OrgB or C. Here's the guide on tasks: https://www.medplum.com/docs/careplans/tasks Generally Tasks are mapped to Activity Definitions and can be nested. Patient portal can read the Task.status directly - right?