Smart TasksLet Notes Turn into ActionAutomatically generate follow-up tasks, reminders, and clinical actions from your session notes — so nothing slips through the cracks.
From Notes to To-Do
Your clinical notes are scanned for actionable items — follow-ups, forms, referrals — and turned into tasks instantly.
Zero Admin Overload
No need to retype your notes into a task list. It's all done for you — fast, organized, and visible.
Team Collaboration
Tasks can be assigned to team members automatically, helping front-desk and care staff follow through seamlessly.
Reminders & Tracking
Stay on track with automatic reminders for pending or incomplete tasks directly within your workflow. How This Transforms Your PracticeSmart Tasks eliminate the mental load of remembering every clinical or administrative next step. Whether it’s scheduling a follow-up, sending a referral, or requesting labs, your notes are analyzed in real-time and transformed into tasks — shared with the right staff or scheduled into your day. This reduces forgotten actions, improves team coordination, and keeps every client moving forward in care. Less manual effort, more consistent care — all with one powerful automation. |
