Boost team collaboration with our Task board

Over 1,7K+ Satisfied Customers

Our Taskboard Feature offers a centralized, visual workspace that helps you manage tasks, track progress, and collaborate seamlessly across your team. Whether you’re handling clinical documentation, administrative duties, or treatment coordination, the Taskboard keeps everything organized and ensures accountability—helping your practice run more efficiently.

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Visual Task Management

Our Task board uses a drag-and-drop, Kanban-style interface to organize tasks visually.
Easily create, assign, and track tasks. Whether it’s updating treatment plans, following up with patients, or managing internal administrative tasks, you can visually track your team’s workload in real-time.

01. Integration with Popular Platforms
02. No Technical Expertise Needed
03. Automated Payments and Invoices

Real-time Collaboration

Team members can comment, share files, and provide updates on specific tasks. This feature reduces the risk of miscommunication or missed deadlines.

01. Real-time transfers to any recipient, anytime.
02. No processing delays, even holidays
03. Instant confirmation notifications

Task Assignment & Notifications

Assign specific tasks to individuals or teams and set deadlines.
The Taskboard automatically sends notifications when tasks are updated, assigned, or nearing their due date.

01. Integration with Popular Platforms
02. No Technical Expertise Needed
03. Automated Payments and Invoices

Integrated with Your EHR Workflow

The Taskboard seamlessly integrates with your EHR system, allowing tasks to be linked directly to patient records, appointments, and treatment plans.

01. Real-time transfers to any recipient, anytime.
02. No processing delays, even holidays
03. Instant confirmation notifications

Centralized Communication

The Task-board serves as a centralized hub for all task-related communication. Team members can add comments, share documents, and update task progress in one location, making collaboration simpler and more effective.
No need for lengthy email chains—everything related to the task is in one place.

01. Integration with Popular Platforms
02. No Technical Expertise Needed
03. Automated Payments and Invoices

HIPAA-Compliant and Secure

Your clients’ privacy and data security are our top priorities.
Our AI-powered note taker is fully HIPAA-compliant, ensuring that all session recordings, transcripts, and generated notes are stored securely and handled in accordance with industry standards.

01. Real-time transfers to any recipient, anytime.
02. No processing delays, even holidays
03. Instant confirmation notifications

Boost team collaboration with our Task board

Our Taskboard Feature offers a centralized, visual workspace that helps you manage tasks, track progress, and collaborate seamlessly across your team. Whether you’re handling clinical documentation, administrative duties, or treatment coordination, the Taskboard keeps everything organized and ensures accountability—helping your practice run more efficiently.

Visual Task Management

Our Task board uses a drag-and-drop, Kanban-style interface to organize tasks visually.
Easily create, assign, and track tasks. Whether it’s updating treatment plans, following up with patients, or managing internal administrative tasks, you can visually track your team’s workload in real-time.

Real-Time Collaboration

Team members can comment, share files, and provide updates on specific tasks. This feature reduces the risk of miscommunication or missed deadlines.

Task Assignment and Notifications

Assign specific tasks to individuals or teams and set deadlines.
The Taskboard automatically sends notifications when tasks are updated, assigned, or nearing their due date.

Integrated with Your EHR Workflow

The Taskboard seamlessly integrates with your EHR system, allowing tasks to be linked directly to patient records, appointments, and treatment plans.

Centralized Communication

The Taskboard serves as a centralized hub for all task-related communication. Team members can add comments, share documents, and update task progress in one location, making collaboration simpler and more effective. No need for lengthy email chains—everything related to the task is in one place.

EHR Product Pricing

Felixible and competitively priced plans