Tasks for Organizations

Healthie enables your organization to stay internally organized through our Task Management feature, including the ability to: 

  • Assign certain action items to yourself, that you need to take for your business and for your clients' needs within Healthie
  • Associate tasks with specific clients to ensure you are completing action items in between sessions or after a session
  • Assign tasks to other members of your organization and view tasks that others have assigned you

Review the basics in creating, prioritizing, and completing tasks by visiting out Tasks Overview article here

Viewing all tasks in the Organization

Organization administrators can view ALL organization tasks by clicking "View All Tasks" on their provider dashboard (Note: You can set someone up as an Organization Administrator following these instructions.

A new list-view of Tasks will display. You can sort through tasks according to: 

  • Due date (if there is one) 
  • Who created the task
  • Who is assigned the task 
  • Date task created 
  • Date task completed

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