every follow-up has a name on it
The shared to-do board for patient follow-ups: callbacks, refill requests, medical questions, estimates. Each task carries the patient, the client and how to reach them, and stays with a person or team until it’s done.
sound familiar?
the callback list lives everywhere
Callbacks in the group text, refill requests in someone’s head, a “can you call them back?” in the hallway. Taskboard gives each one a home and an owner.
Before
With Taskboard
Zeus
M. OrtizRX Refill · assigned to Dr. Patel
- Not reviewedLena logged it9:10 AM
- In progressDr. Patel picked it up9:42 AM
- In progressApproved, label printed10:05 AM
- DoneClient called, copied to record10:20 AM
Approved for 30 days. Needs a recheck exam before the next refill.
how it works
one refill, start to finish
- 9:10 AM
Step 1
Logged in seconds
Lena picks RX Refill, which assigns it to Dr. Patel automatically, types the note and attaches the client’s photo of the bottle.
- 9:11 AM
Step 2
The right person hears
Dr. Patel gets a notification. Anyone tagged with @ in the chat is notified too.
- 9:42 AM
Step 3
Worked in one thread
Questions, answers and files stay on the task, so the next person never has to ask what happened.
- 10:20 AM
Step 4
Closed and on the record
Marked done, then one click copies the note and the conversation into your PIMS.
try it
take the board for a spin
A working copy with made-up patients. Open a task, change its status, leave a note, or add one of your own.
A live demo with made-up patients. Nothing you do here is saved, and a refresh puts it back the way it was.
who it helps
the whole team, not just the phones
Doctors
Refills, results and questions arrive with the patient and client attached. Answer in the thread and let the team take it from there.
Techs & assistants
Log a task in a few taps, hand it to the right person, and see what’s still waiting on someone.
Front desk
When a client calls back, search their name and see exactly where their request stands.
Practice managers
A red triangle marks anything nobody has touched in 24 hours, so stalled work stands out before a client has to chase it.
your clinic, your workflow
set it up the way you already work
Admins shape Taskboard in Clinic Settings. Changes save as you go, with an undo if you change your mind.
Your task types
Colored types like Callback Request or RX Refill, each with its own icon.
Automatic owners
Give a type a default person or group, so new tasks land with the right team.
Task groups
Bundle related types, like all your Rx requests, so staff can filter them together.
Your record note
Choose exactly what the copy and Rx buttons paste into your PIMS.
Works with the rest of houndkit
Review first
Optional Pre-Assignment review lets a lead check new tasks before they reach the board.
Phone alerts
Assignments and @mentions reach your phone.
Team spaces
A team’s space shows the open tasks sent to that group.
Records to send
Outgoing records requests are tracked right under the tasks.
good questions
Who gets notified?
- The person a task is assigned to, when it's created or released from Pre-Assignment.
- The person a task is reassigned to.
- Anyone you @mention in the chat.
Tasks assigned to a group don't notify each member.
What does the red triangle mean?
The task is Overdue: nobody has updated it in more than 24 hours and it isn't done. Any update clears it, including a chat message, a status change or a reassignment.
Can I edit the task note after submitting?
No. The original note stays as logged. Add corrections or updates as a chat message instead; they're included when the task is copied into your PIMS.
Where did my finished task go?
Open hides done tasks. Choose Done or All statuses in the status dropdown to see them. Search reaches older finished tasks too. See Find tasks.
Want the details? Read the Taskboard guides.
try Taskboard with your team
We’re testing with a small group of clinics. Tell us about yours and we’ll be in touch.