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Products / Task Management

Nothing falls
through the cracks.

Assign tasks to staff or entire teams, automate follow-ups from system events, and track everything on a Kanban board β€” right inside Decoda.

Kanban Board

Drag and drop tasks across Open, In Progress, Completed, and Cancelled columns. See your entire team’s workload at a glance and keep work moving without status meetings.

Quick-Access Sidebar

A collapsible sidebar shows your assigned tasks without leaving the page you’re on. Toggle between personal and org-wide views, and reveal scheduled future tasks with one click.

How tasks flow through your clinic

From creation to completion β€” manual or automatic.

01

Task is created or auto-triggered

A team member creates a task manually, or the system generates one automatically β€” failed payment, new patient registration, self-scheduled appointment.

02

Assigned and prioritized

Tasks are assigned to individual staff or entire role-based groups like 'Billing Team' or 'Front Desk.' Priority levels from Low to Urgent keep the right work on top.

03

Tracked to completion

Drag tasks across your Kanban board β€” Open, In Progress, Completed, Cancelled. Comments, @mentions, and subscriber notifications keep everyone aligned.

Before Decoda vs. after

Without Decoda
  • Sticky notes and verbal hand-offs get lost
  • No visibility into who's doing what
  • Follow-ups fall through the cracks
  • Failed payments sit unresolved for days
With Decoda
  • Every task tracked with owner and deadline
  • Kanban board shows team workload at a glance
  • Automated alerts catch issues instantly
  • System-triggered tasks close the loop automatically

Everything else under the hood

Task Groups

Bundle staff into groups like 'Billing Team' or 'Front Desk' β€” assign once, notify everyone.

Automated Task Generation

System events like payment failures, new patient registrations, and self-scheduled appointments auto-create tasks with the right assignees.

Deadline Tracking

Set due dates and times. See what's upcoming, due today, or overdue at a glance with automatic status indicators.

Comments & @Mentions

Add comments, ask questions, log progress. @mention a colleague to auto-subscribe them and trigger a notification.

Connected to patient charts

Link any task to a patient record for instant access to their history, billing, and chart β€” without switching screens. Every follow-up has full context.

Stop losing track of follow-ups.

See how task management keeps your clinic running tight.