Admin Operations & Task Tracker Hub
Central Operational Command
Emmai's Tasks Hub (/dashboard/tasks) acts as the operational heartbeat of the clinic. It automatically monitors clinic data and generates actionable cards when attention is required.
Common Automated Tasks
The task tracker automatically surfaces the following critical items:
One-Click Resolution
Missing Payment Card: Flags upcoming appointments where the patient has neither a saved card nor an approved CC Bypass exemption.
Unpaid Invoices: Surfaces finalized treatment visits with outstanding patient balances.
Unsubmitted Insurance Claims: Alerts billing staff of completed insured visits awaiting third-party submission.
Unsigned Chart Notes: Reminds practitioners of pending SOAP notes requiring digital signature completion.
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