Tasks start from the workflow.
Follow-ups can be created from referrals, appointments, notes, billing, or supervision.
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Tasks
Per-client and per-clinician tasks that stay attached to the work.
Tasks in PractaLuma can attach to clients, clinicians, notes, billing, referrals, and supervision workflows so the next action is visible where the work happens.
Admin Tools
To-do Lists
Track follow-ups, admin tasks, clinical reviews, and approvals in context.
01Client-linked tasks
02Clinician queues
03Workflow reminders
What it does
Tasks that belong to a client, clinician, or workflow.
Follow-ups can be assigned and tracked in context, so important admin and clinical actions stay visible.
Client-specific tasks
Clinician and admin queues
Due dates and reminders
Tasks from referrals, notes, and billing
Supervisor review tasks
Completion history
Day to day
How follow-up work stays visible.
Tasks can emerge from referrals, billing, supervision, documentation, and admin workflows.
The right person sees the right queue.
Clinicians and admin users can focus on the work they own.
Completed work stays in context.
Task history remains attached to the relevant client or workflow.
Control & privacy
Clinician-led by design.
Tasks inherit the sensitivity of the records and workflows they reference.
See it for yourself
Show us the follow-ups that fall through the cracks.
We will map them into client and clinician task queues.