Nothing falls through the cracks, because everything becomes a task.
One queue for the whole practice. Every workflow writes into it, every staff member works from it, and Harmonize keeps it moving: created, assigned, tracked and closed.
One queue · whole practice
Staff and AI, side by sideOpen
Missing outside records need follow-up
K. Moore · flagged 8:02 AM
Refill request: lisinopril 10 mg
J. Okafor · Walgreens on 5th
Assigned
Callback: insurance question about copay
Assigned to Dana · due today
Balance follow-up needs a payment plan
Assigned to billing · due Fri
Done
Rebooked Fri 2:15 PM with Dr. Lee
Completed by Harmonize · 9:41 PM
Waitlist slot filled: 2:40 PM today
Completed by Harmonize · 7:15 AM
Every workflow, every staff member, one queue.
Task Management is the connective tissue of the platform. It's why adding a workflow adds finished work instead of a new inbox.
Front Desk
Refill requests, callbacks, messages for providers, intake to review.
Chart Prep
Missing information to collect and pre-visit context to review.
Patient Outreach
Payment plan requests, callbacks, clinical questions raised on a call.
Your staff
Anything they'd otherwise write on a sticky note.
The queue runs itself, so your staff don't have to.
Creates
Every workflow turns unfinished work into a task automatically. Staff and the EHR can create them too. One place, whatever the source.
Assigns
To the right person or workflow, with urgency set from the content, not from who happened to notice it first.
Tracks and nudges
Watches due dates, reminds owners, and flags anything that stalls to the practice manager before it becomes a problem.
Closes the loop
When a task is done, the patient hears back where appropriate and the outcome is written to the chart.
Staff and AI, working the same list.
Your staff see one queue. They can reassign a task, take one over, or hand one back to Harmonize. Every new workflow plugs into the same queue on day one, which is how the platform grows without adding work.
- One queue, visible to everyone who needs it
- Reassign between people and workflows in a click
- Aging and stalled tasks flagged automatically
- Every task traceable back to the call, fax or message that created it
Voice Receptionist- After-Hours Phone Calls
Care Gaps- Outbound Communications
Two-Way Texting
Chart Prep
One task queue
Tasks created, assigned and tracked automatically. Worked by your staff and Harmonize together.
Your EHR
Every workflow reads and writes the chart directly. No parallel system.
Fed by every workflow.
Task Management sits under the whole platform, and its numbers show up in your reports.
Voice Receptionist
Outbound Communications
Chart Prep
Reports & MonitoringSee the queue in your practice.
Bring a week of sticky notes. We'll show you where they'd have gone.