Clinic Command Board
Real time overview of active tasks across the clinic
Priority Tasks
Items requiring immediate attention across all buckets.
L1 • Insurance Pre-Auth • John Smith • Due 2:00 PM
L1 • Patient Prep • Mary Johnson • Due 3:30 PM
L1 • Physician Message • Robert Davis • Due 4:00 PM
7 urgent items
New Patient Intake
Liz verifies demographics, insurance, and referring provider before first visit.
3 scheduled • 1 in progress • 1 done
Patient Prep
Chart readiness before the visit.
ROS
Reminders
Data Collection
2 scheduled • 3 done
Patient Message
Inbound and outbound messages with patients.
4 new • 6 waiting • 8 done
Physician or Hospital Message
Coordination with external clinicians and hospitals.
2 new • 3 waiting • 5 done
Insurance or Pre-Auths
Eligibility checks and authorizations.
2 pending • 1 approved • 1 denied
Pharmacy Message
Refills and formulary coordination.
3 requests • 1 clarification • 5 done
Legal Message
Record requests and releases.
2 outgoing • 1 received
Patient Navigation
Guidance, scheduling, and next steps.
3 scheduled • 2 escalations
Medication Refill
Refill requests and approvals.
4 pending • 6 done
Research Message
Trial coordination and study communication.
1 screen • 2 follow ups
Billing
Claims, reconciliation, and payment tracking.
3 submissions • 2 appeals • 5 paid