People can see for themselves what is done and what is still needed: forms returned, documents received, appointment confirmed, and the one thing still outstanding with a link that opens straight to it. The calls asking whether you got the form stop, because the answer is already on the page.
Start from the Team Wiki Portal. It is a live Taskade Genesis app that gives people a self-service page instead of a phone call, which is the whole idea behind a status page, even though it answers questions rather than showing one person's record. Explore it, then clone it into your own workspace in about ten seconds and connect it to your own intake records.
The build gives you a per-person status page showing each item and its state, a resume link for anything outstanding, the appointment details alongside, a short list of what happens next, a way to ask a question that reaches your team rather than a void, and an AI agent that keeps the plain-language descriptions consistent so nothing reads as internal shorthand.
The same data serves your team too:
- List view as the person-facing sequence of outstanding items
- Table view for your internal grid of everyone and their status
- Board view to move records through complete and outstanding
- Calendar view to see status against appointment dates
- Plus the rest of the 7 project views
Automations keep the page honest. On paid plans, Taskade automations update status the moment a form or document arrives, notify the person when their record becomes complete, and route a question from the page to the right owner. Across 100+ bidirectional integrations, your booking tool pulls appointment changes in while Gmail pushes the completion notice out.
The AI agents carry 34 built-in tools including persistent memory, so a question asked on the status page arrives with the person's record attached rather than as an anonymous message.
Workspace DNA is what makes the page trustworthy. Memory holds the true state of every item on the record. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, describes each item in plain language rather than the internal shorthand your team uses. Execution updates status the moment something arrives and routes a question from the page to the right owner with the record attached.
Running it in your practice
- Decide what appears. Forms, documents, appointment confirmation, and what is outstanding. Resist adding anything that is not directly actionable by the person reading it.
- Clone the app and connect it to your live records. A status page built on a copy of the data will be wrong within a week and worse than nothing.
- Rewrite every label in plain language. Internal names on a patient-facing page generate exactly the calls the page exists to prevent.
- Put a resume link on every outstanding item. Seeing what is missing without being able to fix it in the same moment is frustrating rather than helpful.
- Send the link with reminders. The page only reduces calls if people know it exists, so it belongs in every message you already send.
The call that starts with a question about whether you received the form simply stops arriving.
Clone the app, invite your team, and the page is yours. On the Business plan and above you can publish it on your own domain with sign-in so each person sees only their own record, and App Users is in beta. See custom domains and app users.
Keep exploring: build a customer portal for the full pattern, the Community Gallery for portals other practices publish, or create to start from your own description. This pairs with tracking which forms came back, which supplies the status, and with chasing missing intake information for the people who still need a nudge.
Frequently Asked Questions
Do people have to create an account?
Not necessarily. A private link per record works for many practices. If you want each person to sign in and see only their own record, that runs on the Business plan and above with your own domain, and App Users is in beta.
What does the page actually show?
Item by item status: which forms are returned, which documents are received, whether the appointment is confirmed, and what is still outstanding with a direct link to complete it. Nothing beyond intake coordination.
Does it show clinical information?
No. It shows the state of paperwork and appointments. Anything about care lives wherever your practice keeps it and is not surfaced here.
How quickly does status update?
As soon as the underlying record changes, which on a paid plan happens automatically when a document arrives. The page is a view of your live records rather than a separate copy.
Can people ask a question from the page?
Yes, and it arrives with their record attached so whoever answers has the context. That is usually faster for both sides than a phone call.
Can we brand it?
Yes. Styling is available on any plan, and publishing on your own domain is a Business plan feature and above. Most practices match their site so the page does not feel like a third party tool.
What stops somebody seeing another person's record?
A per-record link, or sign-in on the Business plan and above where each person sees only their own record. You choose which model fits your practice.
