Client Task Management — Track Follow-ups and Action Items

Task/To-Do List for Clients

Add a dedicated task or to-do list section in each client's profile so therapists can track open items, follow-ups, and action items without having to dig through chart notes. This would include things like:

• Follow-up tasks from sessions

• Administrative items to complete

• Reminders for next session

• Client homework or assignments to check on

Currently, therapists have to use chart notes to track these items, which means clicking into the client's profile every time to see what's pending. A dedicated task list would streamline workflow and reduce friction.