Shipped 4 months ago

Task templates

You're often asking patients to do the same thing, and at similar points during their journey. So we added support for templated tasks, that you can assign to a Blueprint.

Get started with task templates

It’s easy to get started, and entirely self-serve. Task templates

Define your Task Templates in Settings

Task templates can include 📎 attachments, so you can share documents or images along with a task. That’s especially useful when assigning a task to a patient. Anything you can upload here, they can open in the app.


Add a templated task to a Blueprint

At different times in the patient journey, they might get assigned a Blueprint. You’re already able to add Surveys and Consents to these Blueprints - now you can also add Task Templates.

It looks great in app, too!


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It makes our day to hear from you - whether you think it's great, or think something could be improved.

Chat to us on Intercom.