Creating a task

Overview

This guide explains creating a task in the Team, rotas & tasks area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

To create a new task, you will need to access the "Tasks" feature by clicking on this button:

Once you have pressed on the "Tasks" button this menu will open up:

From there select the green button labelled "Add New Task" to add a new task:

Once you have pressed the "Add New Task" button you should be greeted by this menu:

Fill in those fields accordingly:

• Title: Enter the name of the task.
• Due Date: Select the due date of the task.
• Due Time: Select the due time of the task.
• Task Type: Select the type of task from the drop-down menu.
• Assigned to: Tasks can be assigned to different members of staff or they can have no assignment. By default, tasks are no assigned to members of staff, however to assign a task to a member of staff, select the field and from there you have a drop-down menu as well as a search bar where you can search for the person that you want to assign the task to.
• Client: Tasks can be created for clients. Select the client for which the task needs to be completed by clicking on the field and searching for the client.
• Notes (Optional): In here you can add any additional notes that you have regarding the task.

Once you have completed the fields, at the bottom you have 3 different check-boxes. Ticking the first check box will make the task visible only to the member of staff that the task has been assigned to. You can tick the other 2 check boxes if you'd like for the member of staff to receive SMS/Email reminder about their task. Please note that if you tick either "Email reminder" or "SMS reminder", a new field will appear where you can set the time when you would like to receive the reminder.

Here is an example of a completed task:

To add the task, simply select the button labelled "Add Task".

Benefits for your clinic

• Save time: Coordinates staff availability, permissions and internal tasks so managers spend less time chasing updates and resolving clashes.
• Win clients and leads: A well-organised team responds to client needs faster, which improves first impressions and conversion at the front desk.
• Generate revenue: Clear rotas and accountability protect service capacity and reduce cancelled or delayed appointments caused by staffing gaps.