Tasks are your to-dos and the building blocks of Dock Health. They’re small units of work, like sending a referral or onboarding a new patient, that make up your larger workflows.
Get started by adding a Task on your Home page. In the top right corner of your window, click Add Task and enter the name of your Task. Then you can add Subtasks, patient context, Task status, comments, labels, attachments (like PDFs, images, Word documents, and audio files), due dates, and assignees. When you mention or assign a Task to a teammate, they will be notified based on their preferences (email, in-product).
For a more detailed view, click on a Task to open the Task Drawer. In the Drawer, you can add additional context, like diagnosis or insurance provider, or add subtasks:
Within the Task Drawer, scroll down to see Task History. This will show important milestones for each Task, fostering accountability and collaboration for your team:
On your Home page, you can view your specific Tasks and All Tasks that have been created and assigned across your organization:
This big-picture view lets you filter tasks by assignee, patient, due date, and more. You can also create a custom Quick Filter, for example, all Tasks assigned to the front desk, so you can easily find what you're looking for:
If you need to perform a quick action on multiple Tasks, save time by clicking the checkbox at the top of a list to select every task in that list. Then, select the action you want to take:
