OperationsTo-dos

Type a task the way you’d say it.

Nothing falls through the cracks between shifts. “Order Ozempic tomorrow 2pm every week @Mei #Urgent” becomes a dated, repeating, assigned and labelled task. Tasks link back to the fax, text or voicemail they came from, and show up on a list, a week or a month you can drag around.

Free for a limited time (normally $10/mo)See pricing
Everyone6 open
Overdue1
Follow up ODB rejectionInsurance
Oct 9AR
TodayMon Oct 124
Enter faxed Rx for Helen MorrisRefills
Erin Mills Family Health
TodayMC
Fridge temperature logInventory
TodayDO
Call Dr. Lam about metformin dose
Dr. Lam’s office
10:00 AMPS
Order Ozempic 1 mgUrgent+1
2:00 PMMC
TomorrowTue Oct 131
Compound ketoprofen 10% creamCompounding
(905) 555-0148
Oct 13PS
Quick add

Type it the way you’d say it.

Tap a step to see it on screenTap a number to see it on screen
1Plain-word dates“tomorrow 2pm”, “next Friday”, “Oct 30”. The words light up as you type.
2Repeats“every week” or “every 2 months”.
3@ assignsMatches a teammate’s first or full name.
4# labelsPicks a label, or makes a new one when you save.
Add task
Will set
Tomorrow, 2:00 PM1Plain-word dates
Every week2Repeats
Mei Chen3@ assigns
UrgentNew label “Fridge”4# labels
Tap a number to see each feature.
Week view

Move tasks around the week.

Tap a step to see it on screenTap a number to see it on screen
1All-day areaMost pharmacy tasks have a day but no time. They sit on top, above the hours.
2Drag to moveDrop a task on another day, a time, or back into all-day. Undo is one click.
3Drag the bottom edgeChange when a task ends, in 15-minute steps.
4Click to addClick empty space, or drag down the hours, to add a task right there.
Mon12Tue13Wed14Thu15Fri16
All day
Fridge temperature log
Enter faxed Rx
Blister packs
Renew FD form
Narcotic count
1All-day area
10am11am12pm1pm2pm
Call Dr. Lam
Compound ketoprofen
3Drag the bottom edge
Order Ozempic
2Drag to move
Staff huddle
11:00 AM
4Click to add
Tap a number to see each feature.
Each task

Everything about a task, in one panel.

Tap a step to see it on screenTap a number to see it on screen
1Due and a separate deadlineWhen you’ll do it, and when it has to be done.
2Recurring seriesView series shows the next occurrences and every completed one, with who did it.
3Linked itemOpen the eFax, text or voicemail it came from, or preview it in the panel.
4ActivityWho created it, who it was assigned to and who ticked it off.
Call Dr. Lam about metformin dose
Created by Mei Chen · from a voicemail
DueToday, 10:00 AM – 10:30 AM
DeadlineOct 14
1Due and a separate deadline
AssigneePriya Shah
PatientRavi Singh
Recurring seriesEvery week · next Mon, Oct 19
View series
2Recurring series
Linked voicemailDr. Lam’s office
Open
Hide preview“…we’re increasing Ravi Singh’s metformin to 1000 mg twice daily. A new prescription is coming by fax this morning.”
3Linked item
Activity
Mei Chen created this task from a voicemail8:10 AM
Mei Chen assigned it to Priya Shah8:12 AM
4Activity
Tap a number to see each feature.

More in Operations

Operations overview
Narcotic reconciliationRecord the day, count blind, reconcile, file.Learn more FormsPatient forms, signed on their phone.Learn more Blister packsComing soonPack tracking for every patient.Learn more

Questions

No. To-dos comes with every account, free for a limited time (normally $10/mo). There’s nothing to turn on.

Start free for 30 days.

Create your account, pick the modules you need and set up your numbers. It takes a few minutes.

Your accountYour name, your pharmacy and how your team signs in.
Your modulesTurn on only what you need. The price updates as you go.
Your numbersGet new numbers in minutes, or keep the ones you have.
Your teamInvite staff and choose each person's role.