Tasks That Surface Themselves

Let Stream listen, extract actionable items, and organize what needs to happen next — so you never lose track of follow-ups or important clinical steps.

Try Stream Pro

See All Features

Tasks That Surface Themselves

Let Stream listen, extract actionable items, and organize what needs to happen next — so you never lose track of follow-ups or important clinical steps.

Try Stream Pro

See All Features

Tasks That Surface Themselves

Let Stream listen, extract actionable items, and organize what needs to happen next — so you never lose track of follow-ups or important clinical steps.

Try Stream Pro

See All Features

In clinical care, the hard part isn’t always deciding what to do — it’s making sure it actually gets done. Between follow-up steps, administrative tasks, care coordination, and the realities of visit-to-visit documentation, important clinical details can easily slip through the cracks.

Stream’s Task Management feature eliminates that cognitive burden.

Stream listens and identifies actionable items automatically

Whether you’re speaking naturally, typing into the Scratchpad, or documenting through templates, Stream identifies and surfaces the next steps implied by your visit — follow-ups to schedule, instructions to carry out, reminders to address at the next visit, or actions to complete outside the room.

There’s no setup required. No triggers to define. No special syntax.

If you say it, Stream captures it.


A unified task list for your practice

Stream gathers all identified tasks in a dedicated Task Manager page, filterable by provider. This gives your entire practice a single source of truth for clinical and administrative follow-ups — a view that’s far easier to manage than a mix of sticky notes, inbox messages, or EHR reminders.


Tasks carry forward until you complete them

Every task persists across encounters until you mark it resolved. If you don’t complete the task today, it will still appear the next time you see the patient.

This reduces the mental overhead of remembering what needs to happen at future visits.

It also prevents important gaps in follow-up care.


Simple resolution, clean workflows

Tasks are manually resolved with a single action. No automatic clearing, no hidden logic — you maintain full control.


Designed for Stream Pro

Tasks depend on Stream’s longitudinal memory, context loading, and continuity model. Because of this, Task Management is available exclusively in Stream Pro.

  • Automatically identifies actionable follow-ups and tasks

  • Central task list filtered by provider

  • Surfaces tasks regardless of how they were mentioned

  • Tasks persist across visits until manually resolved

  • Reduces cognitive load across episodes of care

  • Exclusive to Stream Pro

How does Stream decide which tasks to create?

Stream listens to your visit and identifies actionable follow-ups, reminders, and next steps automatically. Anything you mention — through dictation, conversation, templates, or scratchpad — can be turned into a task.

Do tasks appear in future visits?

Yes. Tasks persist until you manually resolve them, so they will reappear at the next encounter to ensure important follow-ups aren’t lost.

Are tasks problem-based?

Not yet. Current tasks are general encounter- or patient-level items. Problem-level task tracking will come later as part of Stream’s evolving longitudinal system.

How does Stream decide which tasks to create?

Stream listens to your visit and identifies actionable follow-ups, reminders, and next steps automatically. Anything you mention — through dictation, conversation, templates, or scratchpad — can be turned into a task.

Do tasks appear in future visits?

Yes. Tasks persist until you manually resolve them, so they will reappear at the next encounter to ensure important follow-ups aren’t lost.

Are tasks problem-based?

Not yet. Current tasks are general encounter- or patient-level items. Problem-level task tracking will come later as part of Stream’s evolving longitudinal system.

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