Can tasks be linked to specific patients?

Yes. When you create a task from a patient record or during a consultation, it is automatically linked to that patient. Patient-linked tasks appear in the patient's activity timeline, and when you open the task, you can navigate directly to the patient record. This ensures clinical follow-up is documented alongside other care.

How do I assign tasks to other team members?

When creating or editing a task, select the assignee from your practice's user list. The assignee receives a notification and sees the task in their personal task list. You can reassign tasks as needed, and all assignment changes are logged in the task history.

Can I set up recurring tasks?

Yes. For tasks that repeat on a schedule (monthly audits, quarterly reviews, annual renewals), you can set up recurring tasks that automatically regenerate when completed. Define the frequency and the task template, and Jump creates new instances on schedule.

How are overdue tasks handled?

Overdue tasks are highlighted in your task list and can trigger notifications to you and your supervisor. You can configure escalation rules for specific task types, ensuring critical follow-ups are not missed. Management reports show overdue task rates across the practice.

Is there a way to track task completion across the practice?

Yes. Management dashboards show task creation, completion, and overdue rates by user, task type, and time period. This helps identify workflow bottlenecks, ensure workload is distributed fairly, and demonstrate to CQC that follow-up processes are working.

Can I add notes or attachments to tasks?

Yes. Tasks can include detailed notes providing context for whoever completes them. You can also attach files: a copy of the referral to chase, a form to complete, or a document to review. These attachments are stored with the task and accessible to the assignee.

Can tasks be linked to specific patients?

Yes. When you create a task from a patient record or during a consultation, it is automatically linked to that patient. Patient-linked tasks appear in the patient's activity timeline, and when you open the task, you can navigate directly to the patient record. This ensures clinical follow-up is documented alongside other care.

How do I assign tasks to other team members?

When creating or editing a task, select the assignee from your practice's user list. The assignee receives a notification and sees the task in their personal task list. You can reassign tasks as needed, and all assignment changes are logged in the task history.

Can I set up recurring tasks?

Yes. For tasks that repeat on a schedule (monthly audits, quarterly reviews, annual renewals), you can set up recurring tasks that automatically regenerate when completed. Define the frequency and the task template, and Jump creates new instances on schedule.

How are overdue tasks handled?

Overdue tasks are highlighted in your task list and can trigger notifications to you and your supervisor. You can configure escalation rules for specific task types, ensuring critical follow-ups are not missed. Management reports show overdue task rates across the practice.

Is there a way to track task completion across the practice?

Yes. Management dashboards show task creation, completion, and overdue rates by user, task type, and time period. This helps identify workflow bottlenecks, ensure workload is distributed fairly, and demonstrate to CQC that follow-up processes are working.

Can I add notes or attachments to tasks?

Yes. Tasks can include detailed notes providing context for whoever completes them. You can also attach files: a copy of the referral to chase, a form to complete, or a document to review. These attachments are stored with the task and accessible to the assignee.

Workflow

Task Management

Organise clinical and administrative work with patient-linked tasks, team assignments, and priority tracking

Clinical work generates tasks that extend beyond the consultation: chase a referral, review test results, call a patient with results, arrange a follow-up. Jump's task management links these actions to patient records, assigns them to team members, tracks priority and due dates, and ensures nothing falls through the cracks between consultations.

Book a demo See how it works

How consultations flow in Jump

A guided, structured process from starting a consultation to audit-ready notes.

app.usejump.co.uk/consultation

Active Medications

3 items

Stay organised

always

JJump Healthcare›Patient Linking

Patient Linking

Follow up on blood test results

SMITH, Richard

DOB: 15/03/1978 • NHS: 123 456 7890

Related Records

Latest consultation (18/11/2024)

Lab results (TDL Pathology)

Patient-Centric Benefits

• See all tasks for a patient at a glance

• Quick access to patient record from task

• Filter tasks by patient

Why this matters for private GPs

In busy clinical practice, remembering to follow up on everything is impossible. A patient needs blood results reviewed in a week. A referral needs chasing if no response arrives. A medication review is due in three months. These tasks accumulate, and without a system, some will be forgotten.

Jump's task management is designed around the reality of clinical work. Tasks are linked to patients, so when you open a patient record, you see outstanding tasks. Tasks are assigned to specific team members, so responsibility is clear. Tasks have due dates and priorities, so urgent items surface appropriately.

For private practices, where continuity of care is a selling point, reliable follow-up is essential. Patients expect that when you say you will call with results, you actually will. When you recommend a follow-up in six months, you remember to arrange it. Task management transforms these commitments from memory into documented, trackable actions.

The system also handles administrative tasks that do not link to specific patients: reorder supplies, update a protocol, complete CQC paperwork. Your entire practice workload is visible in one place.