Overview: Tasks

Healthie’s Tasks feature is a structured, built-in to-do list that helps providers and teams stay organized, delegate work, and complete important actions across client care and admin operations. Tasks make it easier to coordinate work, assign responsibility, and ensure nothing falls through the cracks — whether you’re managing a solo practice or collaborating across a growing care team.

Task Management 

Tasks enable providers, admins, and support staff to:

• Assign action items to yourself or other team members
• Associate tasks with specific clients for follow-up between sessions
• Track due dates, priorities, and progress from one centralized dashboard

Tasks can be created for individual or team use, helping everyone stay aligned on daily operations and client care.

Organizations can learn more about task management here.

Create a Task

Easily stay on top of administrative and clinical to-dos with built-in task management in Healthie.

To create a new task, click the Tasks icon in the top navigation bar.

• Enter a brief description
• Assign to one or more team members or tag a client for context (optional)
• Add a due date
• Set a reminder or flag as “High Priority” (optional)

Follow this quick walk-through to create a task in Healthie:

View and Manage Tasks

Once created, tasks appear in your Tasks Dashboard, where you can view, filter, and manage all assignments — helping your team stay organized and accountable.

From your dashboard, click the “View All” button to open the full task list. This brings you to the Tasks Dashboard, a centralized workspace for managing all your to-dos.

Here you can:

• Review task details and due dates
• Update status or priority
• Complete, edit, or reassign tasks
• Track progress in real time

From the Tasks Dashboard you can:

• Sort by due date, priority, or completion status
• Filter by assigned team member, client, or creation date
• Bulk mark tasks as complete or incomplete

This makes it easy to manage your workload and see what’s next at a glance.

Associate a Task with a Client

When creating a task, you can tag a client to associate it directly with their profile. This allows providers to see all tasks related to that client in one place — streamlining follow-up and ensuring important action items surface at the right time.

Associated tasks appear within the client’s profile sidebar, visible only to your care team. Clients do not see tasks linked to their account.

Tagging a client is especially helpful for documenting and tracking pre- or post-session care, such as sending a follow-up message, reviewing chart notes, or updating a treatment plan.

Assign a Task to Team Member(s)

When creating a task, you can assign it to one or multiple team members to delegate responsibilities and coordinate work efficiently.

Each assigned member will automatically receive an email notification and an in-app alert, ensuring the task is seen and acted on promptly.

Team task assignments are useful for a wide range of workflows, including:

• Clinical follow-up care: Reviewing session notes, updating treatment plans, or preparing education materials.
• Administrative coordination: Completing intake reviews, processing claims, or verifying client information.
• Operational handoffs: Assigning onboarding steps, billing follow-ups, or documentation checks between roles.

Notifications & Reminders for Tasks 

When creating a task with a due date, you can choose to receive reminders:

• 2 days before
• 1 day before
• On the due date

Reminders are sent via email at 8 AM local time.

If the task is assigned to another team member, they’ll receive the reminder instead.

To add a reminder:

1. Create a new task and add a due date.
2. Click Add Reminder, then choose your preferred timeframe.
3. Save the task.

Tasks on the Healthie Mobile App

You can view, create, and complete tasks directly from the Healthie mobile app, keeping you connected on the go.

To access Tasks:

1. Tap the hamburger menu (☰) in the top-left corner.
2. Select Tasks from the menu.

From the mobile app, you can:

• View “My Tasks” and “Assigned Tasks”
• Create or edit tasks
• Mark tasks as complete
• Delete tasks
• Add new tasks using the ( + ) icon