Advanced Task Management

Keep Your Entire Workflow Organized from a Single Dashboard

Keep your team aligned and your patient follow-ups on track with a smarter, more powerful task management system. Create tasks in bulk, customize task types, and track outcomes in one place.

A More Predictable, Organized, and Proactive Practice, Every Day.

Practice by Numbers’ Advanced Task Management gives your team everything they need to stay organized, close patient follow-ups on time, and manage workload more efficiently.

Create Tasks from  the Huddle

Select one or multiple patients and instantly create tasks for upcoming appointments or follow-ups.

Bulk Management Tools

Delete tasks in bulk directly from the Tasks page for faster clean-up and better system hygiene.

Custom Task Types  & Outcomes

Create your own categories, outcomes, and workflows, tailored to how your practice operates.

Clear Assignment
& Tracking

Every task can be assigned, dated, and tracked with outcomes to ensure nothing slips through the cracks.

A Feature-Rich Task Dashboard Built for Dental Teams

Give your team a powerful, centralized way to create, track, complete, and manage patient-related tasks from the Huddle to the Tasks dashboard, all with greater speed, structure, and accountability.

Create Multiple Tasks Directly From the Huddle

Prepare for upcoming patient visits more efficiently. From the Huddle page, your team can:

Select individual patients or quickly choose Select All for filtered lists.
Create tasks in bulk using the Create Tasks button.
Review the selected patients.
Choose a task type, add a description (up to 500 characters), assign a team member, and set a due date.

Once saved, a confirmation displays how many tasks were created, keeping everyone aligned as your team moves into the day.

Customize Task Types and Outcomes to Fit Your Workflow

Build a task system that reflects how your office truly operates. In New Settings → Tasks → Patient Task Types, you can access built-in categories such as:

General: Task/Phone Call.
Patient Care: Recall, Reactivation, Post-Op Follow-Up.
Appointments: Cancelled, Pre-Appointment, Broken.
Follow-Ups: Treatment, AR, Claim Follow-Up.
Communications: Appointment Reminder, Review Request, Birthday Wishes, Holiday Greeting.

Create custom task types with your own names and outcomes, automatically available in the Huddle, Tasks page, and Patient Window for a consistent workflow.

Close Tasks With Clear, Trackable Outcomes

Give your team clarity when completing tasks. Staff can:

This improves accuracy, accountability, and visibility into team performance.

Bulk Delete and Clean Up Tasks With Ease

From the Tasks page, it’s simple to manage large sets of tasks:

Note: Bulk deletion permanently removes notes, comments, and progress logs. This cannot be undone.

How This Transforms Your
Daily Task Workflow

See every feature in action and learn how to fully automate your workflows.

Frequently Asked Questions

Where do I access the task management features? 

Open the Huddle page from the bottom floating bar to create multiple tasks at once. Access the Tasks page from the same bar to manage, delete, or review existing tasks in bulk.

Can I create my own task types? 

Yes. Go to New Settings > Tasks > Patient Task Types to create custom task types with your own names and outcome options. These will appear throughout the system wherever tasks are created.

How do bulk operations work? 

In the Huddle, use checkboxes to select patients and create tasks for all of them at once. On the Tasks page, select multiple existing tasks and delete them in bulk. Confirmations show how many tasks were created or deleted successfully.

What happens when I delete tasks in bulk? 

Bulk deletion removes the selected tasks along with all associated notes, comments, and progress records. This action cannot be undone, so review your selections carefully before confirming.

How does outcome tracking help my practice? 

When completing tasks, staff select specific outcomes like Scheduled, Left Message, or No Answer. This creates clear records of how each follow-up was resolved, improving accountability and helping you track team performance.

Are task types compatible with our existing workflow? 

Absolutely. The system includes built-in task types for common dental workflows like Recall, Post-Op Follow-Up, and Account Receivable. You can also create custom types that match your unique processes and terminology.

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Advanced Task Management

Keep Your Entire Workflow Organized from a Single Dashboard