Clinical Tasks

Create, assign, and track clinical tasks with priority levels, due dates, and category tags. Supports delegation between providers and staff with notification alerts.

Task Management

• Create tasks with title, description, priority (urgent/high/normal/low), due date, and category
• Assign to any provider or staff member in the practice
• Categories — follow-up, lab review, referral, documentation, billing, authorization, prior auth, other
• Recurring tasks — set daily, weekly, or monthly recurrence for routine workflows
• Patient-linked — attach tasks to a specific patient chart for clinical context

Workflow Automation

Trigger-based task creation from clinical events:

• Abnormal lab result → follow-up task auto-created for ordering provider
• Authorization expiring → renewal task created 30 days before expiry
• Missed appointment → outreach task created for front desk
• New patient intake → onboarding checklist tasks created for clinical team
• Discharge → transition planning tasks generated automatically

Team Collaboration

• Shared task lists with real-time status updates via Supabase Realtime
• Comments & attachments on tasks for collaborative resolution
• @mentions to notify specific team members
• Full audit history — every status change, assignment, and comment logged

Task Board Views

• List view — sortable by priority, due date, assignee, or status
• Board view — Kanban-style columns (To Do, In Progress, Blocked, Done)
• Calendar view — tasks on a timeline alongside appointments

Reporting

• Completion analytics — turnaround time metrics by task type
• Overdue tracking — dashboard of past-due items with escalation
• Workload distribution — per-provider task counts for management oversight
• Export — CSV download for custom reporting