Close care gaps with shared checklists that update themselves.

Convert visit highlights into routed action items. Pallin Tasks auto-assign follow-ups, orders, and patient outreach based on the transcript.

Built for: Clinical operations, care coordinators

Where it shines

Give clinical and operations teams a single queue that stays in sync with documentation progress and downstream systems.

Smart routing

Assign tasks by role, location, or shift coverage with due dates that respect escalation policies.

Auto-complete logic

When a note is signed or an order is sent, the corresponding task closes without manual updates.

EHR write-back

Sync status into your EHR in real time so supervisors can audit from the system of record.

What teams experience

  • Eliminate post-visit task spreadsheets.
  • Increase follow-up completion rates by 30%+.
  • Let clinicians review and sign off from the same workspace.

Next step

See Tasks in action.

Choose a 30-minute walkthrough tailored to your workflows. We’ll prove the experience on your own hardware—no cloud, no long implementation.