Setup workflows
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Build custom templatesBuild custom templates for the key manual tasks in your team’s workflows. Whether it’s reviewing a patient’s repeat prescription or updating their blood pressure - our prebuilt components have you covered. Embed context in the templates so your team doesn’t have to spend time searching for it when they’re completing tasks. Define granular rolesDefine granular roles and permissions to route tasks to the right person.
Create tasks
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Create new tasks directly in the dashboardin the dashboard or integrate these with our APIwith our API to create tasks from anywhere in your own systems. The information you need to provide is automatically identified from your template. Override template defaults, such as setting the priority level. Assign it immediately, or leave it unassigned so anyone with the right permissions can pick it up.
Complete tasks
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Each team member sees a prioritised list of tasks that they’re assigned toassigned to, and can also pick up unassigned tasks as well. They complete each task with the template you’ve built. Your team can collaborate by adding notes and tagging team members if they need help. The permissions you’ve set up limit the information they can access, providing better data security and focus.
Simplify operations
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Osma’s dashboard provides you with a clear overview of your operations. Forget digging through your inbox - our powerful searchpowerful search lets you find anything in an instant. Make onboarding new team members a breeze by embedding instructions directly in your tasks. Get key insights about your operations that you can action. Start automating the tasks that are taking up the most of your team’s time.