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