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✦  Task Management

HIPAA-compliant task management

The work your practice runs on — assigned, tracked, and closed in one place. Not in group texts and sticky notes.

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Tasks that create themselves

A missed call, a new booking, an unsigned form — each opens a task with the patient attached. Nothing depends on someone remembering.

Patient details stay protected

Notes, attachments, and patient references stay inside KloudMD, under role-based access with a full activity trail.

One place for the whole team

Assign by person or role, @mention for a second opinion, and snooze to the day it actually matters.

How it works

1

Work arrives

Calls, bookings, forms, payments, and review requests land in KloudMD already attached to a patient.

2

Tasks route to the right person

By person or by role, with a due date, so nothing sits in a shared inbox waiting for a volunteer.

3

Nothing falls through

Snooze, reassign, comment, close. Overdue work surfaces instead of quietly disappearing.

What you get

  • Tasks auto-created from calls, bookings, forms, and payments
  • Assignment by person or role, with due dates
  • @mentions and comments, with notifications
  • Snooze with full history — no silent disappearances
  • Every task linked to the patient record it came from
  • Role-based access and an activity trail on patient data
  • Works on desktop and in the mobile app

Common questions

Is your task management HIPAA compliant?

Yes. Tasks live inside the same HIPAA-compliant platform as your patient data, with role-based access and an activity trail. Patient details stay in the record instead of being copied into texts or a general-purpose to-do app.

How is this different from Asana, Trello, or Monday?

Those are general project tools with no patient context. KloudMD tasks are created by what actually happens in your practice — a missed call, a new booking, an unsigned form — and stay linked to the patient they concern.

Do we have to create every task by hand?

You can create tasks manually, but most create themselves from platform events, which is where the time savings come from.

See it on your own practice

15 minutes, your real workflows, no pressure.

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