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Quick Start: Document every to-do as a task
Quick Start: Document every to-do as a task
Updated over a week ago

In Dock, everything is a task. Tasks can be related to a clinical workflow. They can be related to scheduling a new or existing patient. They can be related to orders or events. They can even be related to coordinating or communicating with teammates.

The key is to break down the task into its simplest possible assignment and add details that make it easy and efficient to complete.


Best practices are for you to enter tasks into smaller groups of similar or related tasks.

Instead of writing the task as….

Try writing a few tasks as…

Return all voicemails

Group voicemails into appropriate lists and assign teammates:

  • New patient inquiries

  • Existing patient inquiries

  • Billing

Billing and invoices

Group billing and invoice by type of status:

  • Current

  • Overdue

  • Requires follow up, etc.

Labs follow up

Categorize labs tasks by action type:

  • Order labs

  • Follow-up with patient from lab results

  • Schedule patients per lab results

Tasks are made up of a name, description, assignee, or group of assignees like “the billing team,” start and due dates, and reminders.

You can add a task directly into a group and hit return.

You’ll see the task populate immediately below and then you can add or adjust task fields in the columns across your view.

Open the Task Drawer for More Fields

Click on the task to open the task drawer. The task drawer opens from the right and is where 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:

  • Description of the task (where you can also @mention teammates)

  • Assignee

  • Patient

  • Due date and time

  • Priority level

  • And so much more.

Add statuses and labels — part of Dock’s customization features — including task fields and patient demographics here in the drawer. Additionally, you can attach, store or link to documents necessary to the patient’s care in the task drawer (LINK).*

You can also simplify complex tasks with subtasks. Add required subtasks to a parent task, and those subtasks will need to be completed for the parent task to be completed. (LINK)

Lastly, the History section within the task drawer serves as an audit trail for any additions, changes and completion of subtasks.

Files can be attached to tasks and stored in Dock or they can be linked to third-party storage solutions with a Pro plan.

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