Team Tasks

Follow-Ups That Actually Get Done

Tasks come from charts, calls and Genesis — assigned to a person, tied to a client, with due dates everyone can see.

Team Tasks7 open · 3 due todayBoard
Call Chen about filler planFront desk · due todayTo do
Reorder neurotoxin vialsRosa T. · due todayTo do
Review nausea reportRosa T. · Owen BrooksIn progress
Send follow-up photosDana W. · Maria AlvarezIn progress
Chart review · SeptemberMedical directorDone
Tasks created automatically from calls and charts

What You Can Do With Team Tasks

Auto-CreatedFrom calls, charts, labs and Genesis.
Tied to ClientsContext is one click away.
Due Dates & OwnersEveryone knows what is theirs.
Board or ListWork the way your team prefers.
How It Works

Three Steps, No Training Manual

01Turn It OnWe configure Team Tasks with your services, team and policies during onboarding.
02Use It Every DayIt works inside the screens your team already uses — no extra logins.
03See the ResultsTrack the impact in Insights and adjust as your clinic grows.

See Team Tasks in Your Clinic

We'll walk through it with your services, team and pricing.