# Task Management & Follow-Ups

> Build the daily rhythm that keeps every patient follow-up owned, visible, and closed.

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[](https://www.tabflows.com/university/courses)

1. [University](https://www.tabflows.com/university)
2. [Courses](https://www.tabflows.com/university/courses)

Beginner course

Build the daily rhythm that keeps every patient follow-up owned, visible, and closed.

Self-paced · 4 lessons · 14 min · Free

[Start the course](https://www.tabflows.com/university/courses/task-management-follow-ups/clinical-workflow-task-management-guide)

## By the end you can

- Give every follow-up one owner and a due date
- Run a follow-up board your whole team reads the same way
- Keep an open loop list so nothing waits unseen
- Close the day's loops in a 7-minute huddle

For

All roles

Time

4 lessons · 14 min

Before you start

[Tabflows 101, Module 2: Tasks](https://www.tabflows.com/university/tabflows-101/tasks)

## Lessons

1. [1 Fix task management A practical guide to clinical workflow task management — fix dropped tasks, sticky notes, and verbal handoffs with systems that actually stick. 5 min](https://www.tabflows.com/university/courses/task-management-follow-ups/clinical-workflow-task-management-guide)
2. [2 Build a follow-up board A simple DPC follow-up board for tracking labs, refills, messages, referrals, and patient tasks across your clinic tools. 5 min](https://www.tabflows.com/university/courses/task-management-follow-ups/dpc-follow-up-board-template)
3. [3 Start an open loop list A practical open loop tracking template for DPC clinics managing patient follow-ups, admin work, outside requests, and care coordination. 2 min](https://www.tabflows.com/university/courses/task-management-follow-ups/open-loop-list-dpc-clinics)
4. [4 Run a 7-minute huddle A simple daily huddle template for DPC teams to align on patient follow-ups, open loops, bottlenecks, and clinic priorities. 2 min](https://www.tabflows.com/university/courses/task-management-follow-ups/dpc-huddle-7-minute-template)

## Final checklist

- Every open follow-up has an owner in Assigned to
- Every open follow-up has a Due on date
- Your open loops are one saved filter away
- Your team has run one huddle from that list

Up next · Intermediate

### Phones, Messages & Triage

Route every call and message to the right person so nothing waits overnight for an answer.

Continue to the next course

## Related markdown

Section index: [Courses](https://www.tabflows.com/university/courses.md)

Alongside this page:

- [AI and mcp](https://www.tabflows.com/university/courses/ai-and-mcp.md)
- [DPC websites that convert](https://www.tabflows.com/university/courses/dpc-websites-that-convert.md)
- [Medical VA delegation](https://www.tabflows.com/university/courses/medical-va-delegation.md)
- [Membership operations](https://www.tabflows.com/university/courses/membership-operations.md)
- [Patient communication](https://www.tabflows.com/university/courses/patient-communication.md)
- [Start a DPC practice](https://www.tabflows.com/university/courses/start-a-dpc-practice.md)
- [Tabflows 101](https://www.tabflows.com/university/courses/tabflows-101.md)
- [Tabflows for clinicians](https://www.tabflows.com/university/courses/tabflows-for-clinicians.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

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