Beginner course
Task Management & Follow-Ups
Build the daily rhythm that keeps every patient follow-up owned, visible, and closed.
Self-paced · 4 lessons · 14 min · Free
Start the courseLessons
- 1Fix task managementA practical guide to clinical workflow task management — fix dropped tasks, sticky notes, and verbal handoffs with systems that actually stick.5 min
- 2Build a follow-up boardA simple DPC follow-up board for tracking labs, refills, messages, referrals, and patient tasks across your clinic tools.5 min
- 3Start an open loop listA practical open loop tracking template for DPC clinics managing patient follow-ups, admin work, outside requests, and care coordination.2 min
- 4Run a 7-minute huddleA simple daily huddle template for DPC teams to align on patient follow-ups, open loops, bottlenecks, and clinic priorities.2 min
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