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Add a new to-do task
You can improve managing patient-related tasks by adding them in the to-do tab!
If you want to create a new task that will be a reminder for you, instead of noting it down on paper you can simply add it in Docplanner Phone interface.
💭 Let's say a patient came to the reception desk after their appointment and requested to be notified once we have their test results.
You can add a task that will remind you about this in the to-do tab.
First, click on "Add new to-do"
- Write down a comment, eg. "call back with test results"
- Select the patient form contact base:
- Or, if the patient's details are not in your contact base, add them manually:
After adding a to-do task:
- You can dial a patient by clicking on the Call now button:
- Or archive the task by clicking on the three dots and choosing the Archive button:
💡 Tasks added in this tab will be visible for every user.