Task management
Priority, due date and status. You link a task to a user or a patient; “call Ms. Ayşe for her check-up” doesn’t get forgotten.
Tasks and messages
Clinic task management: keep team task tracking in the clinic, not in phone groups.
You link a task to a person and a patient, and give it a due date and priority. The team talks with internal messaging; your personal notes stay with you only.
Modules
Who does what, by when.
Internal messaging
Users in the same clinic message one-to-one or in groups; unread messages are shown separately. Messages never go to users of another clinic.
Personal notes
Notes only you can see. Your own reminders, supervision or daily notes.
Note templates
Clinic-wide ready-made note templates; you don’t retype text you write often.
Notification bell
Online booking requests, arriving patients, homework responses and lab status all come together under one bell.
Tasks
Open work first, urgent work at the top.
Three priorities
Low, normal, high. The list sorts open tasks first, then by priority, then by due date.
Mine or all tasks
You see tasks assigned to you and tasks you created separately; one tap switches to all of the clinic’s tasks.
Counter in the menu
Your open task count sits in the menu as a badge.
Complete, reopen
You close a finished task with one tap and reopen it if needed; the completion time is recorded.
Deletion follows rules
Only the person who created the task or an administrator can delete it. Creation, updates and deletion are recorded in the audit log.
Messaging
One-to-one or group, but always within the clinic.
One-to-one messaging
You write directly to any user in the clinic.
Groups
You open a shared chat with several people; only the clinic’s active users can be added.
Unread count
Each chat and group shows its unread message count separately.
Personal notes stay separate
Your personal notes are separate from messaging and open only to you.
FAQ
About Tasks and Messages
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoCan I set up a group chat?
Yes. You type a group name and pick the members — for example “Front office” or “Doctors.” The person who created the group or an administrator can add members later.
Which plan includes it?
It’s in every plan and for every role.
Can messages go to another clinic?
No. Recipients can only be chosen from users of the same clinic.
Related
Modules that work together.
Let’s look together
How would your clinic work with Clineo?
Let’s plan a short product walkthrough tailored to your specialty and team.