Create a Task in Chat

Healthie's Tasks feature is a structured "to do list" that enables providers and teams to stay organized and complete important actions.

Tasks are always accessible from your dashboard, and the top navigation bar of your Healthie account.

To bring tasks into relevant workflows, tasks can be easily created from within Chat.

Hover over a client message to display the task icon, and click to finish creating your task.

The content in the Chat message will automatically become the details for the Task.

From here, you can edit the details of the Task and click Add Task to save.