Link the patient
Connect the task to the patient so the next action has context.
Patient-linked tasks
Next step. Clear owner.
Patient-linked tasks with an assignee, due date, priority, and status.
See the interface
A PRACTICAL WORKFLOW
Patient-linked tasks. Step by step.
Patient-linked tasks with an assignee, due date, priority, and status.
How it works
Case: Assign Jamie a task to confirm Olivia’s visit, set a due date, and mark it done once the patient has replied.
Automatic preview · Fictional sample data
THE EVERYDAY ESSENTIALS
Patient-linked tasks, in focus.
The key actions and scope to understand before your team gets started.
Assign an owner
Choose an assignee and set a due date and priority.
Track the status
Update the task status as the work progresses.
Clear task details
Keep a description, due date, priority, and status with each assigned action.
A FEW PRACTICAL DETAILS
