Tasks & Follow-ups

Tasks & Follow-ups

Tasks help you stay on top of action items across your practice. Whether it's following up with a client, completing paperwork, or reviewing a treatment plan, tasks keep everything organized and visible.

Creating a Task

1. Navigate to Tasks in the sidebar
2. Click New Task
3. Fill in the details:
   • Title -- A clear description of what needs to be done
   • Assignee -- The practitioner responsible for completing the task
   • Due date -- When the task should be completed
   • Priority -- Low, medium, or high
   • Client -- Optionally link the task to a specific client
4. Click Save

Task Types

• Manual tasks -- Created by you or your team for ad-hoc action items
• Follow-up tasks -- Linked to a client appointment for post-session actions
• Auto-generated tasks -- Created automatically from treatment plans when milestones or check-ins are due

Managing Tasks

• Filter by assignee, status, priority, or due date
• Mark complete when a task is finished
• Reassign tasks to a different practitioner if responsibilities shift
• Overdue tasks are highlighted so nothing slips through the cracks

Treatment Plan Tasks

When you set up a treatment plan for a client, Stillpoint can automatically generate follow-up tasks based on the plan timeline. These tasks appear in each practitioner's task list with the client and plan details pre-filled.

Tips

• Check your task list at the start of each day to prioritize your work
• Use the client link to quickly jump to a client's profile from a task
• Completed tasks are archived but remain searchable for reference