Adding tasks that notify your team members, including recalls, improves efficiency by ensuring important tasks are never overlooked. It enhances communication, keeping everyone on the same page and reducing misunderstandings. With clear task assignments and reminders, accountability is increased, helping your team stay on track and meet deadlines. Additionally, timely recalls and follow-ups boost patient care and satisfaction, while streamlining your workflow and ensuring nothing falls through the cracks.
The steps below will guide you on how to grant your team members access to the Task Manager.
Click on Settings & User Management.
2. Next, click on New User+.
3. Complete the user’s details. You can skip the communication settings and proceed by clicking Invite to Cliniq Apps.
They will receive an email with their login details shortly.
Security roles with Task access only:
Admin Staff
Practice Manager
Practitioner
Cliniq Apps Site Users have access to your entire Cliniq Apps account.
If you have any questions, feel free to chat with us using the Cliniq Apps web messenger.
Enjoy growing your practice!
Cliniq Apps 🚀