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Your follow-up system
is a monitor
covered in paper.
The work that falls through isn't the work someone forgot. It's the work that was never written anywhere a second person could see.
Created for you
The best task is one nobody had to write.
A care plan step coming due, a call that ended with a request, a stock item dropping below par: the system already knows. Tasks get generated from those events instead of depending on someone noticing.
- Generated automatically from system events
- Attached to the patient they concern
- Typed as call, care plan, ops or patient-specific
- Comments and @mentions on the task itself
Assignment
A task with no owner is a note.
Most task tools stop at “assign to someone.” The useful part is deciding who, automatically, by spreading callbacks evenly across the desk, or routing a patient's follow-up back to whoever last spoke with them.
- Round-robin, so the load spreads across the team
- Route by patient interaction, so context comes with it
- Assign to a person, or to a group people subscribe to
- Urgent, high, normal and low priorities
Tracked to done
Open, in progress, actually finished.
An owner can see what the practice owes its patients this week without asking anyone. Filter to a person, a location, a due date, or a single patient, and the answer is on one screen.
- Board view across open, in progress, completed and cancelled
- Due dates and start dates, with overdue surfaced
- Filters for assignee, creator, priority, location and patient
- Patient-specific tasks visible from the patient record