Creating Tasks enables users to delegate responsibilities and communicate important actions efficiently within the Practice. By setting up specific Tasks or Task types, teams can customise how the Task functionality supports their workflow. This structure supports ownership, streamlines collaboration, and ensures that essential actions are tracked and completed on time. Creating Tasks enables team members to delegate responsibilities and communicate important actions efficiently within the Practice. This functionality helps staff stay aligned on what needs to be done, who is responsible, and when it should be completed.
By setting up specific Tasks or Task types, the Practice can customise how the Task function is used to support different operational needs, whether for administrative follow-ups, Patient communication, or internal coordination. Using the Task function encourages clear communication and helps each team member remain focused on their assigned responsibilities. It supports ownership by making it easy to track progress and follow up on outstanding items. With Tasks recorded and visible in the system, nothing is overlooked, and important actions are completed on time. This improves overall efficiency and ensures that day-to-day operations are handled in a structured and organised manner.
Web App:
Roadmap: NW > MOD Communication - S Switch History > T Tasks - S Tasks > B New Task - S Task Item