The platform is organized into three primary views: Dashboard, Action Items, and Patient Pages.
Dashboard The dashboard is your central hub. Sort by Status to surface patients requiring immediate attention. You can filter and organize patients by Status, First Name, Last Name, and Doctor.
Action items The Action Items page is a centralized task list showing all patient-related tasks that need care team attention. For each item you can see:
Associated patient
Severity level
Creation date
Category
Description
Managing action items From any action item you can:
View complete item details
Reassign the task to another care team memberSend a notification via email or SMSResolve the item or save changes without closing
Filtering action items
Use the checkmark button to quickly resolve items without opening the full detail view.
