Define the task
Describe the action and connect it to the relevant patient.
Team assignments
Know who’s taking care of it.
Assign patient tasks and keep ownership, deadlines, and progress in view.
See the interface
A PRACTICAL WORKFLOW
Team assignments. Step by step.
Assign patient tasks and keep ownership, deadlines, and progress in view.
How it works
Case: Jamie owns the appointment confirmation while Alex handles the preparation notes. Each task shows who is responsible.
Automatic preview · Fictional sample data
THE EVERYDAY ESSENTIALS
Team assignments, in focus.
The key actions and scope to understand before your team gets started.
Choose the owner
Choose the team member responsible and set the deadline.
Follow its progress
Review the task status to see whether the action remains open.
Visible responsibility
Each task identifies an owner; a message alone is not an assigned task.
A FEW PRACTICAL DETAILS
