Features Lumina ToDo
CoreAdminPortal

The action layer across your whole practice.

Lumina ToDo sits over every app, every workflow and every record. Create a task yourself, or let Lumina raise one the moment something needs doing: low stock, a cancellation, a failed claim, a lab case to chase. Every task gets an owner, a due date and a notification, with your say-so at every step.

Start free See what it watches
lumina Core Lumina ToDo · Maple Street Dental
AK
Today · Tue 9 Jun

To do

5 open
To do3
Reorder composite refills
Raised by Lumina · stock low
Due FriRE
Rebook Priya Nair
Raised by Lumina · cancellation
Due todayFD
Call Mrs Hughes about the crown estimate
Added by R. Morris
ManualRM
In progress2
Chase lab case · Ella Morgan crown
Raised by Lumina · due back Mon
AutoAC
Book autoclave service visit
Added by R. Morris · due 20 Jun
ManualPM
Done2
Review failed NHS claim
Raised by Lumina · resubmitted
DoneRM
Consent sign-off · Luca Bianchi
Raised by Lumina · before treatment
DoneDA
New task Automation rules
How it works

From signal to owned action.

Dashboards show you problems. Lumina ToDo makes sure someone owns them. The same loop runs whether a task came from a person or from a platform event.

01 · Observe
It sees everything
ToDo sits over the data every app already produces.
02 · Detect
A signal fires
Stock low, claim failed, consent unsigned, lab overdue.
03 · Assign
A task gets an owner
A person or a role, with a due date attached.
04 · Notify
The owner hears
In app, by email and on the mobile app.
05 · Complete
Work gets done
Ticked off with the source linked for context.
06 · Measure
Nothing slips
Completion and workload roll up over time.
Automatic tasks

It watches the whole platform.

These are events Lumina already sees as the practice runs. Any of them can raise a task automatically, with the owner and due date set by rules you control.

Inventory runs low
→ a reorder task lands with reception before the drawer is empty
A patient cancels
→ a rebooking task for the front desk, with the gap to fill attached
An NHS claim fails
→ a review task for the practice manager, linked to the claim
A lab case needs chasing
→ a chase task before the fit appointment is at risk
A medical history is missing
→ a follow-up task before the patient is in the chair
Consent is unsigned
→ a sign-off task raised ahead of treatment day
A payment is outstanding
→ a collection task with the balance and history attached
A referral needs more information
→ a request task so the case keeps moving with the partner
A compliance issue appears
→ an evidence task with a due date, assigned from Admin

Also: incomplete checklists, incident follow-ups, recall breaches and policy reviews from Lumina Admin. If the platform can see it, it can create the work to fix it.

Manual tasks

Your own list, run properly.

Not everything starts as a signal. The practice's own work, the calls, the orders, the things someone promised to do, lives on the same list with the same accountability.

People or roles
Assign to a named person, or to whoever holds the role that day: front desk, nursing, practice manager.
Notifications that follow the owner
In app, by email and on the Core mobile app, with a reminder the morning a task is due.
Work you can measure
Completion, overdue counts and workload per person or role, so you can see what keeps coming back.
lumina Core Task detail
AK
Task · raised by Lumina

Chase lab case · Ella Morgan crown

Due today

Details

everything in one place
Owner: A. Cole
reassign to a person or a role at any time
Nursing
Due Tue 9 Jun
reminder sent this morning
Today
Notified in app, email and mobile
wherever the owner is
Sent
Linked to the lab case
one tap to the work itself
Labs
Mark completeReassign
With your say-so

Automation you switch on, not automation that happens to you.

Lumina never invents work behind your back. Every rule is explicit, visible and yours to change.

You choose which platform events create tasks, rule by rule
Default owners and due dates are set by you, per practice
Every automatic task shows the signal that raised it
Notifications go where the owner is: in app, email, mobile
Any rule can be turned off at any time, nothing is hard-wired
Every task, edit and completion lands in the audit trail
Connected by design

One list, fed by everything.

Admin

Compliance and CQC readiness

Readiness gaps, overdue audits and open incidents create tasks for the right people, so compliance is live work, not a folder of documents.

In depth
Core

Inventory

Stock is watched where the work happens. Low stock becomes a reorder task before it becomes a cancelled appointment.

In depth
Core

Core mobile app

Tasks, notifications and emergency alerts reach the team wherever the day takes them, on a real iOS and Android app.

In depth

Stop carrying the practice in your head.

Lumina ToDo is part of every plan, across Core, Admin and the mobile app. Manual tasks, automatic rules, notifications and the measures to prove it all got done.

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