A Quickr User Guide
Getting Started
Design Philosophy
Dashboard Layout
Features
Dot Phrases
Automations
Forms
Integrations
Fax
Labs and Rx
Efficiency Tracking
Telemedicine
Mobile Access
Provider Experience
Calendar
Patients
Inbox
Drafts
To Do
Settings
Patient Experience
Portal
Messaging
Scheduling
Form Response
Privacy and Security
HIPAA Compliance
To Do
Done in no time
Attached To Anything

Attach a task to anything in Quickr
- Patient profiles
- External contact profiles
- Individual communications
- Items in the Chronological Record
- Additionally, you can add general tasks that aren't linked to specific items.
Assign and Manage a To Do
- Delegation: Allocate To Do items to yourself or other registered users at your clinic.
- Setting Deadlines: Assign specific due dates and times to To Do items to manage deadlines effectively.
- Overview: Keep track of who assigned To Do items to you and edit details as necessary.
Comprehensive To Do Overview

Full list view of all the To Do items
The full list is sorted by they’re due date.
- Today
- Upcoming
- Past Due
See what kind of content the To Do is attached to.
- Message
- Profile
- Record
Task completion
Mark To Do items as completed and review all finalized To Do items in the "Done" section.
To Do Scope
Get an overview of To Do items across your entire practice or filter to view those that are assigned to you or other specific registered users in your practice.
Search Functionality
Utilize the search feature to quickly locate specific items within your To Do list.