Feature Requests

I LOVE the task feature. It would be even better if you could print the task list or export it to a spreadsheet, sync with a practice's EHR, or upload to Google tasks, ToDoist, or other platform. Printing would be my top choice right now though. This would make it much easier to provide to other office staff to assist in completing.

remove the full cache of tasks and clear at once rather than task by task. I accumulated many tasks which were previously not attended to and would like to start using this feature correctly after clearing the cache.

I would like to have a way to add due dates to my tasks so that I could sort/filter by those due sooner vs. later. For example, if I have a task to submit an appeal for an insurance denial, I want to be able to put in a deadline for myself. Then when I look at my tasks, those that are due (or overdue) would be easily identifiable. It might also be helpful to have a way to remind myself of the tasks when they are due, overdue, or due in a specified time frame. Ideally, it would be within the app/platform, but perhaps there also could be a user-defined option to send email reminders if desired? It could be options to toggle, like: email for each task due in 1 day or past due, email daily summary of items due in 1 day or past due, etc. Having options to personalize based on what works best for each user would be great!

it would be great to have a reminder - email or some other notification about the outstanding tasks in this cache. This will allow me to ensure that all are completed

I have started to use the task list a lot more, but I would like to see a follow-up list. It is probably not an essential list for everyone, but I sometimes have the need after having completed a task to just make sure that it has happened. So with a referral I would sometimes ask reception to follow-up whether a referral was received or an appointment made with my colleague. Or I ask a colleague to provide an opinion, but sometimes don't get feedback before the next patient session. So the task is completed on my side, but follow up is actually still needed.

Sometimes you want to add a task without verbalising it in the session. It may be helpful to have a manual add task button that will always add a task no matter what (rather than always waiting till the end of the session when the note is generated)

The column that shows all the sessions should have, on the right side, a checkbox that remains unchecked unless all the tasks for that session are done. Once they are done, then the box gets a checkmark - perhaps in green. The goal is to make it much easier to see if tasks for a specific session are done just be scrolling down the list of sessions

be able to link certain tasks to PDF-type documents that I would have supplied myself. For example, during the consultation, I ask the patient to perform blood pressure self-measurements and therefore provide him with a sheet to write them down, provide him with a sheet on food and gout, give him the contact details of fellow surgeons in the shoulder specialist sector, give him the list of physiotherapists who do vestibular rehabilitation or give him an advice sheet on the use of his inhaled treatment... In short, once the session is created and the tasks are listed, you can print (ideally in batch) the PDFs previously linked to the tasks by their keywords Thank you

it would be good if you could push the any tasks created as a seperate note to cliniko. Doing this would create a draft note on the patients file and easy to spot from the cliniko dash board that something still needs to be done for that patient

Often I will ask patients to reattend e.g. in 2 weeks time to repeat blood pressure. Perhaps a patient reminder scheduled to be sent by email at the appropriate time would be very useful. Suggested reminder emails could be generated by the AI