Help Center

Guides for setting up and using HealthTasks. Search from the sidebar, or pick a topic below.

• Add Clinical LogsStudents use Clinical Logs to document clinical experiences—encounters, skills, times, and notes—then submit them for preceptor review.
• AgentsAgents is your AI workspace for program questions and structured insight reports. Open it from the sidebar as Agents (/insights-agent).
• AI InsightsAI Insights has moved. The feature is now Agents in the sidebar.
• Assign EvaluationsAdmins, faculty, and preceptors create evaluation, skills checkoff, and (when enabled) voice simulation assignments from Create Assignments.
• BillingThe Billing page is where institution administrators manage program subscriptions, seats, and optional add-ons such as voice simulation credits, Agent usage,…
• ClassroomsClassrooms organize students and preceptors for a clinical rotation—members, templates, schedule tracks, and progress toward hours, skills, and evaluations.
• Clinical Log TemplatesClinical log templates define the fields students complete when they record clinical experiences. Admins author them under Templates → Clinical Logs.
• Clinical LogsThe Clinical Logs page is your student list of clinical experience logs—drafts, submissions, and review outcomes in one place.
• ComplianceCompliance tracks required documents—vaccines, certifications, background checks, and custom items—for clinical readiness.
• Course ObjectivesCourse objective (CO) templates define what each course teaches and how those objectives map to curriculum competencies—bridging day-to-day coursework and ac…
• Courses & AssignmentsCourses & Assignments templates organize courses and their assignments and map that work to curriculum competencies. Admins manage them under Templates → Cou…
• Curriculum Objective Templates (Competency Map)Curriculum objective templates define your competency framework—domains, competencies, and subcompetencies. In navigation this lives under Templates → Compet…
• Enterprise SSOEnterprise SSO connects HealthTasks to your institution’s identity provider for single sign-on and automated directory provisioning.
• Evaluation TemplatesEvaluation templates are the forms used to assess students, preceptors, or clinical locations. Admins build them under Templates → Evaluations.
• LocationsClinical sites are managed under Placements → Locations. This page remains for older bookmarks and help links.
• My EvaluationsThe sidebar label is Assignments. This page is where you complete, submit, and review evaluations, skills checkoffs, and voice sims (when enabled).
• PlacementsPlacements is where you manage clinical sites, schedule tracks, the institution placement calendar, and a compliance matrix for people going to those sites.
• Program Outcome TemplatesProgram outcome (PO) templates define program-level learning outcomes and map them to course objectives. Admins manage them under Templates → Program Outcomes.
• ReportsThe Reports page is where institution administrators generate exports for clinical activity, evaluations, checkoffs, rosters, compliance, and template catalogs.
• REST APIInstitution administrators can connect HealthTasks to other systems with the REST API—for example a student information system, CRM, hospital partner portal,…
• Review LogsReview Logs is where preceptors, faculty, and administrators approve or reject student clinical logs that need attention.
• Security Audit LogsSecurity audit logs show sign-in and account security events for your institution so administrators can investigate access issues and support compliance revi…
• Self-Study ReportsSelf-studies help you prepare accreditation documentation with uploaded evidence and AI-assisted narratives. They live under Accreditation → Self Studies—not…
• SEP (Systematic Evaluation Plan)SEP helps you build and maintain a Systematic Evaluation Plan tied to your accreditation body—linking standards to measurable evidence already in HealthTasks.
• SettingsInstitution administrators configure notifications, security, compliance templates, LMS connections, API keys, and (on free trial) a demo sandbox from Settings.
• Vision Checkoffs (Skills Checkoffs)Vision checkoffs are video-based skill demonstrations with AI-assisted scoring and educator finalization. In the app the Templates tab is labeled Vision Chec…
• Skills TemplatesSkills templates list the clinical skills students should practice and demonstrate. Admins manage them under Templates → Skills.
• TemplatesTemplates is where institution administrators define the reusable forms and frameworks used across clinical logs, evaluations, skills, checkoffs, and curricu…
• UsersThe Users page is where institution administrators manage student, preceptor, faculty, and admin accounts—including seats, roles, compliance, and classroom m…
• Voice SimulationsVoice simulations let students practice clinical conversations with AI, then receive scoring and educator review—without using a live patient encounter.