To-Do and Queue Management

Stay Organized. Reduce Wait Times. Improve Patient Flow.

Running a busy practice means juggling dozens of tasks at once — from intake and patient follow-ups to inventory requests and billing. Without a clear system, tasks slip through the cracks, wait times grow, and staff become overwhelmed.

Compass Pro’s To-Do and Queue Management module helps practices stay organized, prioritize tasks, and ensure patients move smoothly through every step of their visit.

Why Task and Queue Management Matters

Every minute a patient spends waiting is a missed opportunity for better service. Likewise, every forgotten follow-up or delayed approval can lead to inefficiency and frustration. Common challenges include:

• Long patient waiting times due to poor visibility of queues.
• Staff forgetting or duplicating tasks.
• Lack of accountability for who is handling what.
• No central place to track priorities across departments.

Compass Pro solves this by combining to-do tracking with queue management, creating a single workflow hub for staff and providers.

How Compass Pro To-Do & Queue Management Works

• Smart Task Lists – Create and assign tasks to specific staff members, with deadlines and priority levels.
• Patient Queue Dashboard – View real-time queues by provider, service, or room, helping staff keep wait times low.
• Colour-Coded Status Indicators – Track where each patient is in the care journey (checked in, waiting, in consultation, billing).
• Reminders & Notifications – Automatic reminders help staff stay on top of tasks.
• Integration with Scheduling – Queues update automatically as appointments start, finish, or are rescheduled.
• Accountability Tools – Each action is logged, so managers can see task completion rates and bottlenecks.
• Mobile Access – Staff can update queues and to-do lists from any device, ensuring flexibility.

Benefits of To-Do and Queue Management

• Shorter Wait Times – Improve patient satisfaction by keeping queues visible and manageable.
• Better Team Collaboration – Everyone knows their responsibilities and deadlines.
• Fewer Missed Tasks – Automated reminders reduce human error.
• Greater Efficiency – Streamlined workflows free up staff time for more meaningful work.
• Improved Accountability – Clear task assignments and completion tracking build a culture of responsibility.
• Actionable Insights – Queue analytics reveal peak hours, bottlenecks, and opportunities to optimize flow.

Who Benefits Most

• Front Desk Teams – Gain real-time visibility into patient queues, keeping the waiting room moving.
• Clinicians – Receive timely task notifications, from pre-visit prep to follow-up instructions.
• Managers – Monitor performance, track task completion, and identify workflow gaps.
• Patients – Enjoy shorter waits and smoother visit experiences.

Built for the Future

As practices grow, managing tasks and patient flow becomes even more complex. Compass Pro’s To-Do and Queue Management scales with your organization, from single-provider clinics to multi-location practices. With analytics and reporting, you’ll not only manage tasks but also continuously improve them.

Ready to Streamline Your Workflow?

Compass Pro makes it easy to stay organized and keep patients moving without stress.

Apply for our Pilot Program and experience To-Do and Queue Management — plus the full Compass Pro platform — free for 12 months.