Actions
Turn patient to-dos into clear, trackable next steps.
Assign tasks, deliver instructions and documents, link patients to external systems, and track completion all from one shared checklist.
How Actions works
Patients in complex specialty care journeys often don't know what comes next, while staff spend valuable time chasing updates through calls, texts, emails, and disconnected systems.
Actions replaces that chase with clear, trackable next steps from one shared checklist. Every step patients complete is visible to the care team in real time, creating a full audit trail of what was assigned, completed, and when.
Replace the chase with clear, trackable next steps.
Clear next steps for every patient
Assign Actions throughout the patient journey so patients always know what's done, what's next, and how to move forward.
One shared checklist across the care team
Nursing, financial counseling, care coordination, and front desk teams all assign and manage Actions from the same checklist, creating a unified view across departments.
Closed-loop visibility
When patients complete and confirm an Action, the care team sees it in real time, creating a full audit trail and reducing manual follow-up.
Everything patients need to move forward, organized in one place.
Actions gives patients one place to complete tasks, review instructions, access documents, and connect to every system they need throughout their care journey. For staff, it replaces fragmented coordination with structured, trackable workflows that scale across the entire practice.
Patient Task Assignment
Assign clear, trackable next steps directly within each patient's journey checklist.
Instructions & Document Delivery
Deliver preparation instructions, clinic policies, welcome materials, price sheets, care team introductions, and supporting documents exactly when patients need them.
External Systems & Tools
Connect patients directly to payment platforms, scheduling tools, partner resources, portals, forms, or any external system your practice relies on—all from one place.
Real-Time Completion & Audit Trail
Patients confirm when Actions are complete, giving staff real-time visibility and a complete record of what was assigned, completed, and when.
Reusable Action Library
Build Actions once and reuse them across journeys to standardize workflows, reduce duplication, and scale best practices across your organization.
One-Off Custom Actions
Create patient-specific Actions for unique situations without disrupting standardized journey templates.
