Tasks

Preview · sample data

Every detected gap, missing bill, and red flag turned into an assignable next step, grouped by owner.

Open tasks

auto-generated

Blocking

before demand

Needs review

attorney sign-off

Owners

across the team

5 tasks

Task	Case	Priority	Due
Confirm whether treatment occurred during this period and request missing records.	Maria Lopez	Follow-up	In 1 week
Request and upload the referenced imaging report before demand review.	Maria Lopez	Blocking	In 3 days
Request and upload the knee MRI report before demand review.	Angela Reed	Blocking	In 3 days
Request the Premier PT billing ledger to complete the medical specials.	Angela Reed	Follow-up	In 1 week
Follow up on the outstanding records requests before building the demand.	Devon Smith	Blocking	In 3 days

3 tasks

Task	Case	Priority	Due
Attorney review: Prior neck complaint found in 2023 orthopedic records.	Maria Lopez	Review	Tomorrow
Attorney review: Intake notes prior lumbar treatment in 2024.	Devon Smith	Review	Tomorrow
Attorney review: Landlord disputes notice of the defective stair tread.	Luis Romero	Review	Tomorrow

1 task

Task	Case	Priority	Due
Attorney review: 64-day gap between the ER visit (Nov 4) and the first physical therapy session (Jan 15).	Angela Reed	Review	Tomorrow

2 tasks

Task	Case	Priority	Due
Request the Music City PT ledger once treatment concludes to finalize specials.	Priya Nair	Follow-up	In 1 week
Follow up on the Nashville Orthopedic records request before building the demand.	Luis Romero	Blocking	In 3 days

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