Needs attention
Everything that needs someone, with the reason and the next step.
4 new leads have no recorded contact3 Neuropathy, 1 IV Therapy. Oldest came in on Sep 30.
OverdueLeadsNeuropathyRule: New lead with no contact after 24 hours
7 tasks are overdueOldest due Oct 13: T-930 IV return due, offer booking.
OverdueTasksRule: Task past its due date
$360 in 3 payments is not matched to a serviceChecks received Oct 12, 14 and 16 without a service. They count in the clinic total as Unallocated.
Due soonMoneyRule: Payment not matched to a service
Encounters Oct 1-16 2026.csv is waiting for 3 answers1,186 rows uploaded at 8:52 am by Jessica Turner. Nothing is imported until the questions are answered.
Due soonDataRule: Import waiting for answers
38 outgoing referrals have no outcome after 14 daysSent to outside partners and still marked Sent or No response.
Due soonReferralsPrimary CareRule: Outgoing referral without outcome after 14 days
Megan Foster, RN has not finished two-step sign-inShe can't open any clinic data until she does. Invited Oct 9.
Due soonTeamRule: Person without two-step sign-in
Dr. David Miller's Boise Primary Care assignment ends Oct 314 bookings after that date and 2 open tasks need a new provider or owner.
Heads upTeamPrimary CareRule: Provider assignment ending within 14 days
Snoozed: 1 item until Oct 20.Resolved and snoozed
What was done
For example: called all four leads, two booked
If the condition is still true tomorrow, for example a lead still has no contact, the item comes back with its history.
How to use this page. The same text is in the full help.
- Open Needs attention from the sidebar. The badge shows how many items are open for you.
- Start at the top: red items are overdue, amber are due soon, teal are heads-ups.
- Click the main button to go straight to the thing to fix.
- Use More to assign the item to someone, snooze it with a reason, or mark it resolved with a note.
- Use the tabs to see only your items, or items for a service line.