Assign Patient Tasks in One Click

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πŸ”” Update β€” August 21, 2026
Patient reminders have shipped. You can now attach a reminder to any assigned task and it’s delivered to your patient automatically on the due date. No extra steps β€” set it when you assign the task.

Assign patient tasks in one click.

If you’ve been a BodySite user for any length of time, you already know it. You wanted to assign a patient a simple task β€” call the office, get labs done, pick up a prescription β€” and instead of just doing that, you had to first create a program, figure out what day offset would land on the right date, do the math, and hope the patient actually had an active plan to attach it to.

It was a lot of infrastructure for what should have been a two-second interaction.

We heard you. We felt it too. And it’s fixed.

What changedβ€”No plan required.

You can now assign tasks directly to any patient, with a real calendar due date, no structured plan required. These aren’t “day 14 of the program” tasks. They’re not tied to a course or a sequence or anything else. They’re just tasks β€” anchored to an actual date you choose, connected to nothing but what you and your patient need to happen and when.

If something comes up and the date needs to move, you change it. Light, easy, done.

These dates mean something.

Not “day 6 of the plan.” Not “day 30 of the plan.” Actual calendar dates β€” the ones you pick because they’re when something needs to happen. No math, no offsets, no plan. Just a task, a deadline, and the option to set a reminder. Change the date any time.

What this looks like in practice

The range of things providers are already using this for is exactly what you’d expect once the friction is gone. Say a patient just finished a consult and you want to make sure labs are ordered before their next visit β€” you assign it, pick the date, and it lives on their overview until it’s done.

Or a patient left a message about a side effect and you want a follow-up call to happen by end of week β€” assign it, move on. Medication refills that need to happen before the 15th, intake forms that should be completed before an appointment, a check-in call at the two-week mark β€” all of it now has a home that isn’t a workaround.

The tasks themselves can come from your existing task library, or you can create something new on the spot. Either way, you’re not building a program to get there.

Try the interactive mockup

See exactly how task assignment works β€” assign a task, set a date, watch it land on the patient overview. Click here.

What’s included

Everything in today’s release
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Assign any task to any patient with a real calendar due date β€” no structured plan required
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Choose from your existing task library or create a new task on the spot
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Optional notification to you when a patient completes the task
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At-a-glance progress on every patient’s overview β€” tasks visible regardless of source

Where this is going

This is the beginning of something bigger. We’re building toward full care sequences β€” where tasks, automatic course triggers, and upcoming appointments all live together as part of a single, coordinated patient journey.

Imagine a set of tasks that unfold alongside a course, with an upcoming appointment surfaced right in the same view, everything timed and visible without anyone having to manually stitch it together. That’s what’s coming.

We wanted to put this piece in your hands now because it works, it’s useful today, and you’ve been patient long enough. The rest is in progress and it’s going to be worth the wait.

What’s next
βœ“ Shipped

Patient reminders. Set a reminder on any assigned task and it’s delivered to your patient automatically on the due date.
Soon after

Filter your entire patient list by task completion. See exactly who followed through β€” and who needs a nudge.
On deck

Tasks as part of a complete care journey β€” an assigned task, a course trigger, an upcoming appointment, all in one sequence. The full picture, in one place.

Put this on your own task list.
See how BodySite fits your practice β€” no commitment required.
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