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Workspace

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The Queue

Priority	Waiting	Patient	Category	Tags

Checking for tasks...

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Your queue is empty

Click Pull Tasks above to grab tasks from the pool.

Recently Closed

Your latest closed tasks, newest first.

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Manual Task Entry

Verify with full name and date of birth. Email is optional.

Person status

Patient Prospect

First name

Last name

Date of birth

Phone number

Email Optional

Tiebreaker

Tiebreaker value

Task details

Staff

Manage workspace members, invites, roles, and access.

Workspace members

Name	Email	Role	Status	Invited	Last seen

No staff yet

Invite your first teammate from the Add Staff tab.

Invite staff member

They'll receive an email with a link to set their password.

Work email

First name

Last name

Role

Prefix (optional, ≤8)

Credential / suffix (optional, ≤24)

Reports

Tenant reports, AI performance, review activity, and system health.

When: Search:

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Event detail

Release this task to the queue?

This drops the task back into the general pool. Anyone in the right category with capacity can pull it next.

Remove this pending invite?

this person will be removed from the workspace. The invite link in their inbox will stop working.

This cannot be undone.

Licensed states

Correct category

Logs your correction so the AI learns. The task stays with you.

Correct category Optional note (max 1000 chars)

Close without reply

This closes the task without sending a patient reply. The note below is internal only and captures why no reply was needed.

Internal note (required, max 4000 chars)

Close related task?

This reply may also resolve another open task for this patient.

Queue guide

🚀 AssignedDirected to you

+2 tasksSame patient has more work

HealthieMost recent source

PatientEstablished record

Prospect / LeadNo record yet

Create a new task

Creates a new task for this patient, directed to the chosen level — and to a specific staffer if you name one (otherwise it lands in that level's general pool). Your own task is unaffected.

Route to

Assign to a specific staffer (optional)

Category (optional)

Note for the receiving staffer (required, max 4000 chars)

Return this request

Returns this task to someone already on its thread. They'll see your note as the next message.

Return to Note (required, max 4000 chars)

Patient chart

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