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Task Templates

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Templates
Standardise your clinical workflow with reusable task sets
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NameDescriptionSub-tasksActions
๐Ÿ“‹
Initial Assessment
Comprehensive physical evaluation for new clinical patients
8 steps โœ๏ธ ๐Ÿ—‘๏ธ
๐Ÿ“
Progress Note Update
Weekly summary of patient therapeutic outcomes
3 steps โœ๏ธ ๐Ÿ—‘๏ธ
๐Ÿ“ค
Discharge Summary
Final report and home exercise plan preparation
12 steps โœ๏ธ ๐Ÿ—‘๏ธ
๐Ÿ†•
New Client Onboarding
Welcome pack, consent forms, and first session prep
5 steps โœ๏ธ ๐Ÿ—‘๏ธ
Example: Initial Assessment โ€” 8 sub-tasks
1
Review referral documentation
Day 1 ยท Admin
2
Send intake form to client
Day 1 ยท Admin
3
Confirm NDIS funding details
Day 2 ยท Coordinator
4
Conduct initial phone screen
Day 3 ยท Clinician
5
Complete assessment in Splose
Day 7 ยท Clinician
6
Draft assessment report
Day 10 ยท Clinician
7
Send report for sign-off
Day 12 ยท Clinician
8
Invoice NDIS plan manager
Day 14 ยท Admin