The Complete Guide to Workflow Tasks Management and How to Supercharge Your Scheme - Part 1

by Rachel Stokes on September 5, 2022

Workflow management is essential but often overlooked.This article will give you some tips on how you can use workflows to improve the efficiency of your health-related scheme so that you can grow your leisure membership base faster than ever before.

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Introduction: Why You Need a Workflow Tool for Your Scheme

Workflow management is essential but often overlooked. Too much time spent on administrative tasks means not enough time is being spent on improving the way patients, clients and other healthcare professionals use your services. 

This article will give you some tips on how you can use workflows to improve the efficiency of your services so that you can grow your leisure membership base faster than ever before.

In this two-part article, we will look at how workflows help you improve your services and get more clients through the door. We'll also explore what workflows are and why they're so important in the first place.

What is the Difference Between To-do Lists and Task Management Workflows?

A to-do list is an easy way of keeping track of all the tasks that need to be completed. But, when it comes to workflows, it is a little more complex. A task management workflow can be seen as a set of activities and tasks that are connected in order to successfully complete a project or service.

Task management workflows are often used by project managers and team leaders to keep track of their projects and teams. They are also used by health-improvement services who want to deliver timely communication and collect essential information from their clients.

There is a need for tasks, reminders and automation in your service workflow

It's really important to stay organised and use tools like tasks, reminders, and automation to run a successful scheme.

Running a health improvement scheme is not an easy task. There are countless tasks that need to be managed and taken care of. One way to stay organised, as a team, is by using tools like tasks and reminders, which saves staff members time by eliminating unnecessary redundant work. Automation is also useful for streamlining processes.

ReferAll's task manager includes automation to remind your staff when referrals need the next action in your workflow. You can set up task event triggers that will ensure follow-ups with referrals isn’t missed.

Our software provides a solution that helps teams increase their client bookings. ReferAll is designed to make it easier for scheme providers to keep in touch with their new clients.

We know first hand the confusion caused by vague processes, assuming everyone in your team is on-board, only to find you’re all doing things slightly differently!

That's it for now. Before next time, your homework is to review your current process and consider what improvements could take your scheme from great to exceptional.

Coming up in Part 2 of “The Complete Guide to Workflow Tasks Management and How to Supercharge Your Scheme”

  • How to Identify the Best Process Model for Your Health Improvement Service
  • What are the Best Strategies for Increasing Team Compliance with a Task Management Workflow?
  • How to Reduce the Risk of Non-Compliance in Your Staff Training Programmes

Topics: Exercise Referral, Data collection, Workflow, Tasks Management, Team compliance