Tasking

Securely resolve issues with task management

Use HIPPA-compliant communication with @-style tagging to discuss visits, cases, accounts, and files with coworkers. Assign tasks and resolve issues quickly and efficiently

Assign and complete tasks

Tie tasks to cases

Link tasks to patients, cases, or visits so assignees can quickly reference them

Set priority and status

Indicate task priority level and whether it’s pending, in progress, or blocked

Assign and follow

Add followers (tasks linked to patients, cases, and visits can be seen from those screens)

Track task progress

View history

See all updates that team members have made to a task

Customize notifications

Set notification and reminder preferences to ensure task completion

Find and sort

Search, filter, and sort all active tasks to work based on priority, due date, or case

Explore our capabilities

Learn about the capabilities that reduces busywork, speeds up workflows and helps your practice grow and thrive

Patient management

Resolve issues faster by having the data you need in one place

Billing

Handle all claims and billing related workflows in one place

Clinician efficiency

Streamline the way clinicians document and provide care

Patient experience

Give patients an experience that will keep them coming back

Relationship management

Build trust with your patients and help spread the word

Practice management

Oversee operations and scale your practice confidently

Book a demo

Let’s get the ball rolling by letting us know how to contact you and a little information about your practice.

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