In healthcare, every detail matters — from client follow-ups to billing reviews to team handoffs. When daily tasks pile up, it’s easy for small action items to slip through the cracks. That’s why we’ve redesigned Tasks in Healthie: to give providers and care teams a smarter, more flexible way to manage their work, stay aligned, and ensure nothing gets missed.

The new Tasks experience makes it easier than ever to assign, track, and complete work at scale, helping your team stay coordinated across both client care and administrative operations.

Why Task Management Matters in Your EHR

Task management is the glue that holds a care team’s operations together — yet, in many practices, it often lives outside the EHR. Teams rely on sticky notes, email threads, or external project tools to stay on top of their to-dos. The result? Fragmented workflows, missed follow-ups, and extra manual work.

Embedding task management directly within your EHR bridges the gap between clinical and operational work. It ensures that every action item — whether related to client care, billing, or team coordination — stays visible and connected to the right context.

When tasks live where care happens:

• Providers can track next steps immediately after sessions, without leaving the client chart.
• Admins and billers can manage operational to-dos alongside clinical workflows.
• Teams gain visibility into who’s responsible for what — and when it’s due.

By keeping task management inside Healthie, your team can reduce errors, save time, and deliver a smoother experience for both providers and clients.

What Is the Tasks Feature?

Healthie’s Tasks are your built-in to-do list — a structured, centralized way to organize and complete action items within your practice. From following up with clients to processing claims or preparing education materials, Tasks streamline collaboration and accountability across your team.

You can:

• Create and assign tasks to yourself or teammates
• Tag tasks to specific clients for easy follow-up
• Set due dates, priorities, and reminders
• Track progress from one unified dashboard

Whether you’re managing a solo practice or coordinating a large care team, Healthie’s Tasks keep your operations moving smoothly and efficiently. Walk through creating a task in Healthie.

What’s New in the Tasks Redesign

We’ve enhanced Tasks to make collaboration even more intuitive. The Task Redesign introduces new functionality and a modern interface that helps your team save time and stay organized — no matter how many moving pieces you’re managing.

🧩 Collaboration: Assign Multiple Team Members

Shared work requires shared accountability. You can now assign multiple team members to a single task, ensuring everyone involved has visibility and responsibility for completion.

⚡ Efficiency: Bulk Mark Tasks Complete

Save time on recurring workflows by updating multiple tasks at once — no more one-by-one updates. Perfect for daily checklists or recurring admin duties.

🧭 Clarity: Cleaner Dashboard View

The redesigned Tasks Dashboard offers a clearer, more intuitive layout. Filter by team member, client, or due date to see what’s next at a glance — and quickly identify priorities across your organization.

🪶 Simplicity: Updated Task Modal

A refreshed creation modal makes it faster than ever to enter details, assign team members, add due dates, or mark high-priority tasks — all from one streamlined screen.

🔔 Accountability: Notifications and Reminders

Set reminders 1–2 days before a task is due or on the day itself. Notifications go directly to assigned teammates, ensuring timely follow-up and accountability.

How to Access and Get Started

To start using Tasks:

1. Navigate to the Tasks icon in your top navigation bar.
2. Click + New Task to create your first item.
3. Add a description, assign to one or more teammates, and set a due date or reminder.
4. Review all active tasks from your Tasks Dashboard for a full view of your workload.

You can also create, view, and complete tasks from the Healthie Mobile App — perfect for managing your to-dos on the go.

What’s Next

This update is just the start. In upcoming releases, we’ll be expanding the Tasks experience with smarter automation and deeper reporting — giving practices more visibility into how work is being completed across care teams.

Ready to Get Started?

The redesigned Tasks experience is now available to all Healthie customers.
Learn more about how to create, assign, and manage tasks in our Tasks Help Center article.