Admin Dashboard
Task Templates
Use templates to quickly assign common tasks.
Provider Onboarding Checklist
A set of standard tasks for new providers.
Complete HR paperwork
Review compliance and privacy policies
Set up provider profile in the system
Attend platform orientation session
Provider To-Do Management
Assign and track tasks for providers.
Dr. Alice Martin
Dr. Ben Carter
Dr. Clara Dane
Client To-Do Management
Assign and track tasks for clients to support their journey.
John Doe
Jane Smith
Sam Wilson