Keep your team aligned with Adit’s task management software
Manage your entire workflow directly in Adit. Assign tasks, automate follow-ups, and connect every action to a patient or conversation. From daily to-dos to recurring workflows, Adit tasks ensures your team stays productive without juggling extra tools.
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Stay on top of every task, every time
No more sticky notes or spreadsheets. Adit’s tasks helps your team create, assign, and complete work all from a single, integrated platform.
Bring clarity and accountability to every task
Manage tasks collaboratively
- Assign tasks to teammates with due dates and priority
- Task-specific links let team jump straight to the item from chat, email, or the home page
- Add subtasks and attachments, including images and supporting files, for complete context
Tasks are patient-centered
- Associate tasks with patients directly from the patient cards
- Link calls and messages to tasks for full visibility across practice teams
Automate your workflows
- Auto-create follow-up tasks after calls or messages, no manual entry needed
- Schedule recurring tasks for treatment reminders, insurance follow-ups, or post-op checks
Easy accessibility for teams
- Find anything fast with searchable task lists and smart filters (by assignee, patient, due date, or status)
- Notifications and reminders keep everyone accountable and informed
Here is what Adit’s Tasks does for your practice
Save time by automating follow-ups and recurring workflows
Boost team accountability with clear ownership, due dates, and visibility into every task
Deliver better patient experiences through faster, consistent follow-ups linked to patient’s record
Reduce errors and missed opportunities by turning every call or message into a tracked task
Simplify communication with one shared workspace
Increase efficiency by managing all to-dos, follow-ups, and workflows without switching tools
Gain full visibility into workload and performance across your team
Replace disconnected systems with integrated, intelligent task management
Big Sky Smiles & Sedation saved over 10+hours per week with Adit
Big Sky needed a scalable solution to streamline operations and support business growth. With Adit, they achieved a 106% revenue increase in the first month alone. Read the full story
New patient growth
in 6 months
Revenue growth
in 1 month
Hours saved
weekly
Adit tasks brings everything your team needs to stay organized, accountable, and connected in one place. Start using a smarter way to manage your workflow and deliver a better patient experience.
