Assignments, due dates, checklists, and comments for your whole team, with every task linked to the patient record and protected under HIPAA. Not in group texts and sticky notes.
Get startedThe basics first: assign it, date it, discuss it, close it. Every task lives next to the patient record it belongs to, so nobody copies a chart into a group text.
Hand a task to one teammate or to "front desk" and let whoever is on shift pick it up. Reassign in one click when someone is out.
Every task carries a due date and a priority. Reminders go out before it is late, and an overdue digest goes to the manager when it is.
Break a new-patient onboarding or a refund into steps. Parent tasks close when the last step does.
Discuss the task on the task. @mention a provider for a sign-off, attach the form or the call recording, and the whole thread stays with the patient.
Weekly recall calls, monthly insurance follow-ups, end-of-day close-out: build the checklist once and it schedules itself.
A space per location or team, saved filters like "mine, due this week", and a board view for the morning huddle. Desktop and mobile.
Trello, Asana, and group texts are not built to hold protected health information. KloudMD task management is part of the same platform that runs your patient communication, so the controls are already there.
Staff see the tasks, patients, and locations their role allows. Permissions are set per user, and a task on a patient is only visible to people who can see that patient.
Every view and change of patient data is logged with who, when, and from where. Task edits, reassignments, and comments keep their history; nothing is silently deleted.
Task content, comments, and attachments are encrypted the same way as your calls, texts, and forms, on infrastructure covered by our HIPAA, SOC 2 Type II, and ISO 27001 program.
Tasks link to the patient record instead of copying it. Notifications tell your team a task needs them; the details stay behind the login, not in an email inbox or a chat app.
Calls, bookings, forms, payments, and review requests land in KloudMD already attached to a patient.
By person or by role, with a due date, so nothing sits in a shared inbox waiting for a volunteer.
Snooze, reassign, comment, close. Overdue work surfaces instead of quietly disappearing.
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.
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.
You can create tasks manually, but most create themselves from platform events, which is where the time savings come from.
