Task Management
Clinical and operational task board
To Do3
In Progress2
Waiting Approval1
Completed2
To Do3
Critical
Verify insurance for James Moriarty
Pre-auth required before Thursday appointment. Contact Aetna via portal.
insurance pre-auth
Billing James Moriarty
Due in 19h No-Show Recovery Flow
Medium
Post-op medication reminder setup
Configure automated 3-day medication reminder SMS for post-surgery patients.
medication automation
Nurse
Due Jul 8High
Blood draw — Elena Vance
Routine panel ordered. Coordinate with Lab B on 3rd floor.
lab blood-draw
Lab Elena Vance
Due in 15hIn Progress2
High
Send intake forms to Sarah Connor
Patient booked online. Intake + consent forms required before visit.
intake forms
Receptionist Sarah Connor
Due in 16h New Patient Onboarding
Medium
Billing reconciliation — July invoices
Match EOB statements against submitted claims in ClaimPilot.
billing reconciliation
Billing
Due Jul 9Waiting Approval1
High
Review lab results — Marcus Reed
Lab panel returned. Dr. Kim needs to review before follow-up call.
lab review
Doctor Marcus Reed
Due in 0hCompleted2
Low
Update patient portal content
New FAQ section in PortalCare for summer procedure updates.
portal content
Admin
24h overdueMedium
Telehealth setup for remote patient
Configure Zoom integration for patient in rural area. Send link + test call.
telehealth setup
Receptionist
3h overdue