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Worklist
Patients
Appointments
Work Items
Every work item = agent + thread. Click to open.
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Type
Patient / Parent
Assignee
Step
Status
Last Event
Patients
Browse by patient. Click to see their work items.
Patient
Payer
Appts
Open Items
Agents
Last Event
Appointments
All appointments across patients. Click to see related work items.
Patient
Date
Provider
CPT
Payer
Stage
Amount
Agent thread — every work item has its own conversation.