Front desk
Sees today’s calls and rebookings in one list, not scattered across notes and messages.
Tasks
Clinic task management that routes itself
Most things that fall through a clinic fall through the gap between two people assuming the other one did it. A task board fixes that only if the tasks appear without anyone creating them.
To do 3
Call lab about #26Due today · Reception
Order face masksLow stock · Store
In progress 2
Insurance pre-approvalMedGulf · Nourah
Done 9
Send Wed remindersAutomatic · 09:00
The work a clinic forgets
Chasing an unpaid balance, following up a lab case that has not come back, calling the patient who cancelled, resubmitting a rejected claim. None of it is urgent on the day, all of it is expensive by the end of the month, and none of it belongs to anyone by default.
- A board per team, with columns you define
- Assignment to a person or a role rather than to a group chat
- Due dates, priority and a clear owner on every card
- Attached to the patient, invoice or lab case it is about
- Visible to managers without asking who is doing what
Tasks that create themselves
A board that has to be filled in by hand is one more thing to remember. The useful version is rules: when this happens in the clinic, this task appears, assigned, with the context already on it.
- An invoice unpaid past a threshold opens a collection task
- A lab case overdue opens a chase task against the supplier
- A low feedback score opens a call-back task for patient care
- A cancelled appointment opens a rebooking task the same day
- A rejected insurance claim opens a resubmission task with the reason
Where it stops being a to-do list
The value is not the board, it is what the board reveals. Tasks that keep appearing in the same column are a process problem, and the same task overdue every week is a staffing one.
- Completion and overdue counts per person and per branch
- Recurring task types visible as a pattern rather than a feeling
- History kept against the patient, so the next person sees what was tried
Who works the board
A task board earns its place only when the people doing the work prefer it to a chat thread.
Clinic managers
Knows what is outstanding and who it sits with, without a stand-up meeting.
Owners
Sees which work keeps recurring, which is usually a process to fix rather than a person to chase.
By hand, and with Dentolize
Most clinics run on memory, sticky notes and a WhatsApp group.
Doing it by hand
- Follow-ups remembered, or not
- Work owned by everyone and no one
- Context in somebody’s head
- Nothing visible to a manager
- No record of what was tried
With Dentolize
- Tasks created by the event that needs them
- One named owner and a due date on every task
- Patient, invoice or lab case attached to the card
- Outstanding work per person and per branch
- History kept against the patient record
Questions
Tasks — frequently asked
What tasks should a dental clinic track?
The follow-up work: unpaid balances, overdue lab cases, rebookings after a cancellation, unhappy patients and rejected insurance claims. Clinical work is already in the calendar.
Can tasks be created automatically?
Yes. Rules watch for events — an invoice ageing past a threshold, a lab case running late, a low feedback score — and open a task with the context attached.
Can tasks be assigned to a role rather than a person?
Yes, which matters in a clinic with shifts, so work does not sit with someone who is off that day.
Does Dentolize show task performance?
Yes, completion and overdue counts per person and per branch, which is usually more useful for spotting process problems than for judging people.
Are tasks linked to patients?
Where they are about a patient, yes, and the history stays on the record.
See Tasks on your own clinic
Thirty minutes on how your clinic actually runs, not a generic slideshow. We will call you within 24 hours.