Task Managment

Practice-Wide Task Hub

Bring every task into one organised workspace. From chairside follow-ups to reception admin, your whole team can see what needs doing, who owns it, and what’s next — on both desktop and mobile.

Clear Responsibilities

Tasks are allocated to specific users, roles, and deadlines, so every team member knows exactly what they are responsible for — reducing confusion, duplication, and missed actions.

Instant Notifications

Team members are instantly notified when a task is assigned, updated, or overdue. Real-time updates keep everyone aligned, so nothing slips through the cracks — even on the busiest clinic days.

Transparent Task Ownership

Every task carries a clear owner, due date, and history. Quickly spot bottlenecks, reassign work when needed, and use task histories to recognise high performers and support training where it’s needed.

Connect Every Role

Dentists, receptionists, hygienists, and managers can assign and track tasks across every role — from urgent patient follow-ups to stock ordering and lab coordination.

Stay on Top of Every Detail

With clear deadlines, reminders, and progress tracking, your team can stay ahead of supplies, follow-ups, and case prep — ensuring every patient experience is handled with care and precision.

Clear Expectations, Clear Results

Task Management gives every team member a clear view of what needs to be done, by whom, and by when. Tasks are created with owners, priorities, and due dates, so nothing is left to assumption or memory.

  • Assign tasks by user, role, priority, and deadline.
  • Give each team member a focused list of what they’re responsible for.
  • Remove confusion and duplication so work moves forward smoothly.

From routine stock checks to complex treatment preparations, every responsibility is visible and actionable — so your team can deliver consistent, reliable results.

Instant Notifications & Real-Time Updates

Every task is tracked with live visibility from creation to completion. Team members are alerted the moment something requires their attention — whether they’re at the desk, on the clinic floor, or off-site.

  • Automatic notifications via email, mobile app, and desktop portal.
  • Instant alerts when tasks are created, updated, or reassigned.
  • Reminders and overdue alerts so nothing slips through the cracks.

Real-time updates keep everyone aligned, reduce delays, and make it easy to see what’s in progress — and what needs action right now.

Transparent Task Ownership

Tasks are never buried in notebooks, sticky notes, or hallway conversations. Each one is clearly linked to a specific person, due date, and status, so accountability becomes part of your daily workflow — not an afterthought.

  • See exactly who is responsible for ordering supplies, chasing lab results, or booking recalls.
  • Resolve delays quickly by spotting bottlenecks and reassigning tasks when needed.
  • Use task histories to celebrate high performers and highlight where extra training or support is required.

With ownership made visible, it’s easier to move work forward and maintain consistently high standards of care.

A More Engaged, Productive Workplace

When your team has structure, support, and visibility, work feels more manageable — and morale rises. Task Management removes the chaos of ad-hoc requests and endless chasing for updates.

  • Reduce the mental load on staff by giving them a clear, prioritised task list.
  • Cut down on time spent asking “Has this been done yet?”
  • Free more time for what matters most: delivering exceptional patient care.

The result is a calmer, more organised environment where your team feel empowered rather than overwhelmed.

Connect Your Team Like Never Before

Task Management turns daily communication into a structured, trackable workflow. Dentists, receptionists, hygienists, and management can assign and follow tasks across every role in the practice.

  • Dentist to dentist: share updates and assign clinical follow-up tasks.
  • Dentist to reception/management: request equipment, materials, or appointment arrangements.
  • Reception to clinicians: flag urgent patient needs, reschedules, or special requirements.

Instead of relying on verbal requests or emails that get lost, every action becomes a visible, trackable task that keeps the whole team in sync.

Stay On Top of Every Detail

With clear deadlines, automatic reminders, and real-time progress tracking, your practice stays ahead of every detail — from stock levels to complex treatment preparation.

  • Order supplies before they run low, with tasks allocated to the right team members.
  • Allow part-time clinicians or specialists to assign tasks to management so equipment and materials are ready in advance.
  • Ensure patient follow-ups and key milestones are completed on time, with full visibility of what’s pending.

Every moving part of the practice is supported by a clear, organised task list — so nothing is forgotten, and every patient experience feels intentional and well-managed.

Lead & Referral Management

Allocate enquiries, leads, and referrals to clinicians for instant communication, boosting efficiency and conversion.

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Encrypted Instant Chat

Communicate seamlessly through our secure desktop or mobile portal with instant collaboration across your clinic.

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Virtual Patient Concierge

Engage visitors, answer questions, and capture new patient leads 24/7 — powered by AI and tailored to your practice.

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Treatment Plan Tracking

Gain complete visibility into every patient’s journey. Track, manage, and convert plans with clarity and consistency.

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Task Management

Stay on top of your practice’s needs. Assign tasks and track completion in real time across all departments.

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Mobile App

Access your clinic tools on the go — manage communication, scheduling, and updates from anywhere.

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Bespoke Referral Portal

A customised portal where partner practices can register and securely refer their patients to your clinic — effortlessly.

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Advanced Analytics

Get complete clarity on your marketing campaigns with built-in lead tracking that shows exactly where enquiries originate.

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