Powerful task manager that understands your practice
The smart way to keep up to date with your patients and their referrers and bring order to your daily workflow
Start optimising your day to day tasks and get more efficiency with your Cliniq Task Manager
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Easily know what needs to be done
Say good-bye to all those messy spreadsheets! Help your team stay organized and focus on what needs to be done
Your team can easily find the tasks that need to be done and deal with urgent tasks first. This can be easily achieved using priority sorting combined with powerful filtering options, and they can even go to the next level and zoom in a patient to see all of its open tasks.
Easily track and complete tasks
For each task, your staff can easily see its action history and use the guide script to manage and complete it
Make it easier for your staff to keep track of each task from the moment it is created until it's complete. Get a clear view of what's happened so far and what needs to be done.
Easily create and assign tasks
Get tasks created automatically based on your calendar events or manually create them using the mighty task creator
Get tasks created automatically and assigned to the right person at the right time. Tasks can be created based on any criteria, including Practitioner Tags, Calendar Events, Appointment Times, Satisfaction Surveys, Outcome Measurements or any other criteria.
You can also manually create once-off or recurring ad-hoc tasks with ease and assign them to as many users as you need. You can even set a custom time in order to make sure the timing is perfect!
Clear task actions to cover most possible scenarios
Snooze
No need to deal with a task right now? Snooze it and get back to it later
Reassign
Transfer tasks to the right person and to reallocate resources
Left voice mail
Is a patient unreachable? Leave a voicemail and get back to it later
Done
Close tasks by marking them done
Archive
Archive tasks that are no longer needed
Multiple communication channels and easy note-taking at your fingertips
Email
SMS
Forms
Phone
Team notes
Most tasks are about communicating with a patient or a referrer and we have put multiple communication channels at your disposal for easier completion and note-taking. Easily create communication templates. Your staff can review and change them on the fly and send them with a click.
It's all about your team
Make life easier for your entire team. There is no limit on the number of users that need to attend to your clinic tasks.
Create as many admin staff and practice managers and include all of your practitioners.
Create as many admin staff and practice managers and include all of your practitioners.
Tasks at any location your work from
In today's world, liberation from location is an essential part of any team management
Smart task management
Tasks will be automatically assigned to the right team member at the right time