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June 23, 2026

Give patients to-dos that happen outside EngagedMD, and track them

The problem it solves

Much of what a patient has to do happens away from the clinic and away from any app: a urology consult, bloodwork at Quest, a medication to start, financing to review. Those steps are just as easy to miss as a form, but there was no way to assign them, remind patients about them, or see who had finished. Staff kept track in spreadsheets and phone calls.

Give patients to-dos that happen outside EngagedMD, and track them
What's included
  1. A new task type: Actions. Build a library of templated actions, assign them like any other task, and see completion on the patient checklist and your dashboard.
  2. Instructions inside the action. Rich text, links to outside sites, and up to ten attachments, so the patient has the two-page prep sheet in the same place as the task.
  3. Customize on the fly. Edit a template for one patient while assigning it, or create a one-off action from scratch.
  4. Actions can gate other tasks. In a bundle, a form can wait until the action before it is done, so the genetic screening consent isn't signed before the counseling session.
  5. Partners stay in sync. The primary patient can mark an action complete on a partner's behalf, and you choose which participants must finish before the task counts as done.