Tasks turn follow-up work into tracked items assigned to people and linked to clients, so the actions that come out of a session, calls, letters, referrals, are visible and completed instead of forgotten.
Nothing falls between sessions
Capture the follow-up.
Turn 'someone needs to do this' into a tracked task in seconds.
Assign to the right person.
Tasks land with an owner, so there's no ambiguity about who's on it.
Linked to the client.
Every task sits against the relevant record, in full context.
See what's outstanding.
A clear list of open work means nothing quietly slips.
One list instead of sticky notes
- ✕Follow-ups on sticky notes
- ✕Unclear who's responsible
- ✕Things quietly forgotten
Built for how you work
Clinicians
Hand off follow-ups without worrying they'll be dropped.
Admin
See the whole team's outstanding work in one list.
Managers
Know nothing important is slipping between sessions.
More blocks in the clinical core
Everything in Base works from the same client record.
Calendar
→Schedule appointments across practitioners with availability and room views.
Telehealth
→Run secure video sessions from inside the platform, no extra software.
Forms
→Send intake and clinical forms clients complete before they arrive.
Assessments
→Deliver standardised assessments and track scores over time.
Client profile
→One clinical file per client with history, documents and contacts in one place.
Consent
→Capture and store client consent digitally with an audit trail.
Common questions
Can I assign tasks to other people?
Yes. Every task has an owner, so responsibility is always clear across the team.
Are tasks linked to clients?
Yes. Tasks sit against the relevant client record, so follow-ups keep their full context.
How do I see what's outstanding?
A clear task list shows open and completed work, so nothing quietly falls through.
See follow-ups that actually get done
A 20-minute walkthrough of tasks in Base.
