The Desk

The list you would have made yourself, if you had time to go looking.

The platform finds the work

Detectors run against the whole caseload and raise the things a person would only catch by going client by client: a client whose practice has dropped off, a note left unsigned, a course of care with no next appointment booked. They arrive as items you clear, not as a badge you learn to ignore.

Your own tasks live in the same place

Anything you add by hand sits alongside what the platform raised, because a to-do list in a second app is a to-do list nobody reads. Each item can carry a time estimate, and the Desk totals them so you can see whether what is left is twenty minutes or the rest of the afternoon.

Clear it client by client

Work the queue one client at a time, with the chart open beside it, so a flagged item is resolved where the context already is rather than by hunting back through the record. The panel keeps its place as you move between clients.

What you get
Automatic detectors across the whole caseload
Your own tasks in the same queue
Optional time estimates, totalled so you can see what is left
Workload broken down by type and by person
Work the queue with the client chart open beside it
A scratchpad for the things that are not tasks yet

See it with your own caseload in mind

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