Pain Points
1. Fragmented Day-To-Day WorkflowEvery front desk task lives in its own interface, forcing staff to jump between multiple screens for routine work.
2. "Where Do I Start?"Staff have no fast way to tell which patients are truly time-sensitive versus which can wait.
3. Patient Outreach Was All ManualResolving a task meant personally calling or texting a patient — writing each message from scratch.
4. Missing Patient Signatures Holding Up ClaimsMissing and expired signatures are one of the most direct causes of claim holds — not just an administrative gap.
110,000
Privacy and consent forms created in athenaOne, avg 10 forms per practice
$14,000
Annual printing cost per client, and many hours of printing/collecting/tracking
1,200,000
Claims hold volume in 2024 due to missing and expired patient signatures
Vision
a consolidated, prioritized task list where front-desk staff can find, understand, and resolve patient tasks — with AI surfacing what matters most and drafting the outreach, so staff can spend their time on judgment calls and real patient care.
1. One Queue Instead Of Multiple Tools
Replaces QuickView, Eligibility, Phone List, and other tools with one single, purpose-built task list.
2. Minutes, Not Scanning Hundreds Of RowsAI-Enhanced
AI Daily Summary turns hundreds of open tasks into a three-tier briefing, so staff always know where to start.
3. Less Effort, More OutreachAI-Enhanced
AI Auto-Messaging drafts personalized, appointment-aware messages for every selected patient.
4. A Foundation, Not A One-Off
V1 starts with missing consent forms — the base for a broader task list covering insurance, check-in, scheduling, and follow-up, etc.
Patient Task List Foundation – Form Use Case
[VIDEO PLACEHOLDER]
AI Enhancement 1 – Daily Summary
[VIDEO PLACEHOLDER]
AI Enhancement 2 – Auto Message Draft
[VIDEO PLACEHOLDER]