clock image

Easy

Physicians effortlessly document tasks, route for approval, monitor hour limits and fix documentation deficits before they become a problem.

Purposeful

With task favorites and reminders, physicians and hospitals rest assured that they are creating an accurate record of activities.

Compliant

Managers utilize an efficiently designed approval portal to review tasks and document regulatory compliance.

Easy

Physicians effortlessly document tasks, route for approval, monitor hour limits and fix documentation deficits before they become a problem.

Purposeful

With task favorites and reminders, physicians and hospitals rest assured that they are creating an accurate record of activities.

Compliant

Managers utilize an efficiently designed approval portal to review tasks and document regulatory compliance.

Product Overview

new task new task

Create New Tasks

Create new tasks quickly with just a few keystrokes. Make use of prior activities and system suggestions to further speed-up documentation.

favorites favorites

Assign Favorites

task reminder task reminder

Interact with Reminders

desktop desktop desktop

Approve Tasks

Submitted tasks are included for review in an easy to use management portal that organizes all reporting providers for each assigned administrator.

desktop approved desktop approved desktop approved

Review History

Review compliance information by sorting and viewing records as you wish. Monitor approval rates and maximum hour limitations.

desktop report desktop report desktop report

Report Results

Download compliance data for further analysis and archiving.

FAQ

How do I start?
First, sign up for a free trial. Next, set up your locations and approval routes and you're ready to start recording tasks.
What are Locations?
Locations are entities against which you record tasks. Most commonly, locations should reflect how you desire to aggregate your work and is often an organization identified within a contract. Additionally, locations may have different approval routes. For example, Bob may approve activities at St. Luke's Hospital while Sue may approve activities at the Medical Associates Clinic.
What are Routes?
Routes are the individuals who are responsible for reviewing your tasks. While the most typical route is a single individual who reviews all tasks, it is not unusual for certain activities to require alternative routes. Therefore, routes, locations and tasks may be joined in any combination.
Can I send different tasks to different individuals?
Yes, an individual (i.e., a route) may have responsibility for multiple locations and tasks, and a single location may have multiple tasks and routes. However, each unique task may only be assigned a single route and location combination (i.e., you can not send a single task to multiple people for review).
What happens when I submit a task for approval?
Tasks you submit are immediately routed to the assigned administrator for review. The route administrator will receive periodic reminders about unreviewed tasks until completed.
How do I know when a task is approved or rejected?
Based on your selected preferences, periodic approval updates are sent via email or text.