TL;DR: Action Items is a task management feature that helps you track important things happening in your practice — from completing session documentation to responding to match requests.
Overview
Action Items is a powerful feature available on web and in the mobile app that lets you keep track of important tasks — either for yourself or for others on your team.
Where to find Action Items
Web portal: Access the Action Items tab at portal.village.health
Mobile app: Find Action Items under the More tab
My Action Items: Anything assigned to you shows up in the My Action Items section
Patient overview: Action Items related to a specific patient appear on that patient's overview page — right there in context when you need it
Automatic Action Items
Village automatically creates Action Items for important events, including:
Completing session documentation
Responding to match requests
Requests for parents to provide consent to workspaces
Custom Action Items
You can also create custom Action Items at any time to track tasks specific to your practice. See our article on how to create and manage Action Items.
Visibility
Admins and above: Can see everyone's Action Items
Practitioner users: Can see only their own Action Items
Frequently asked questions
Do Action Items sync across devices?
Yes. Action Items appear on both web and mobile, so you can manage tasks from anywhere.
Will I get notified about new Action Items?
Yes. You'll receive notifications when Action Items are assigned to you or require your attention.
Can I assign Action Items to others on my team?
Yes. If you have the appropriate permissions, you can assign Action Items to other team members.