Welcome to Dock Health, the administrative hub for healthcare. Whether you’re new to task management or can do it in your sleep, Dock helps you get healthcare done faster and more reliably.

As you get to know the Dock platform and how it can help your team make tasks faster and processes more streamlined, just a quick reminder: While Dock sits outside your EHR, it’s just as secure. Dock is HIPAA-compliant and HITRUST-certified, so everything you do in Dock exceeds industry security standards.

We know healthcare teams like yours need to collaborate across clinical and administrative staff. Dock Health is here to make that simple and easy. From coordinating care to workforce optimization, Dock connects your team to the patient work that needs to happen when it needs to happen.

In this onboarding series, you’ll see the work and space come together for a fictional primary care organization called, “Healthy Horizons.” Now let’s get going.

The best way to make an immediate impact with Dock is through our lists and tasks. At a high level, Dock organizes everything into lists of processes or what we call, “workflows,” and tasks within those workflows. A list is where you can organize a single process, like new patient onboarding, or patient call backs. Tasks help you stay on track as you work through those processes.

Let’s walk through the creation of a list and a group of tasks for Healthy Horizons' new patient intake process.

Let's go through it step-by-step. You’ll start by creating a list found by selecting the list icon on your navigation bar here.

Click the Add a list button and create a few lists that are most relevant to you and your organization.

Now let’s dig into the lists. On the list view below, you have a high-level picture of all of the processes in motion, who on your team is assigned to those tasks and the status of those processes.

Say we go with new patient onboarding. We’re going to break that process down into a series of tasks shortly, but first let’s look at the view. You’ll see action buttons that can customize your view even further based on your preferences and search criteria.

You’ll also see and can modify who has access to that list in the top right.

But most importantly, you’ll see groups of tasks and workflows. Customize these task and workflow groups to what feels natural to you and your process. Add additional groups to keep everything organized.

Now let’s take a closer look at task elements. Best practices are for you to enter tasks into smaller groups of similar tasks. You can add a task directly into a group and hit return, then you’ll see the task populate immediately below. You can add or adjust task fields in the columns across your view.

If you need more details you can open the task drawer by clicking on the task. The task drawer opens from the right and there you can access additional task features and information.

You’ll see here you can verify the list and task, and add a ton of information that helps keep everyone on the same page like the assignee, patient and a number of other care details.

You can do this manually, but you can also templatize this with our workflows feature.

Slide over to the left-side navigation bar and click on the Workflow Library icon.

Once inside, you can create a new workflow template for each of your processes. Add the tasks, sub-tasks, dependencies and any other templated information.

To deploy the workflow, head back to your list and within the ideal group, add the workflow and attach a patient’s name.

Let’s explore an example to see how it all comes together. Think about the types of processes you and your team use on a daily basis. In our experience as healthcare providers, we spend time daily on:

These are a good place to start because they are usually very defined and easy to translate from your spreadsheets and laminated flow diagrams or binders into Dock.

Now that you’ve seen how the product works, it’s time to set up and customize your workspace, and then invite teammates. You got this! Because you can do it with Dock.