Tasks (Task Management & Assignment)
A built-in to-do list for tracking administrative and clinical action items, with due dates, reminders, and the ability to tag a specific client so related tasks surface on their profile. Assign tasks to yourself or other team members, and admins can grant permission to view and manage tasks across the entire organization. Create a task directly from a chat message, carrying over its content as the task details.
Built by Core Engineering
The problem it solves
Administrative and clinical follow-ups, like completing a chart note, following up with a client, or handling a billing item, are easy to lose track of without a shared, structured place to log and assign them. Tasks solves this by giving every team member a to-do list that can be tagged to a client, assigned to a colleague, and tracked at the individual or organization level.
What's included
- Task creation with due dates and optional email reminders
- Client tagging, surfacing related tasks in that client's profile sidebar
- Assignment to self or other team members, based on permissions
- Organization-wide task visibility and management for admins with the appropriate permission
- Create Task in Chat shortcut, converting a chat message directly into a task
How it works
A provider creates a task from the Tasks icon in the top navigation bar, optionally tagging a client, setting a due date, and adding a reminder timeframe; reminders are emailed at 8am local time to whichever team member the task is assigned to. From a chat conversation, hovering over a client message reveals a task icon that pre-fills the task's details from that message, which can be edited before saving. Completed tasks move to a completed section, and tasks tagged to a client appear in that client's profile sidebar, visible only to the care team. Admins can grant the "Can view all org members' tasks" permission so specific team members can see, filter, and manage tasks across the whole organization, useful for billing, admin, or care coordination oversight.
Tasks give providers and teams a structured to-do list for tracking administrative and clinical action items without leaving Healthie. It's built for practices that need to delegate work, follow up on client-related action items, and make sure nothing falls through the cracks, whether working solo or across a larger care team. A task can be tagged to a specific client, surfacing it in that client's profile sidebar (visible only to the care team, never the client), and can include a due date with an email reminder sent at 8am local time to whoever the task is assigned to. Team members with the "Can view all org members' tasks" permission see and manage tasks across the whole organization from a centralized list, filterable by due date, creator, assignee, or completion status.