Action Items
Aggregated list of everything that needs attention, filterable by type.
Filter Tabs
| Tab | Types Shown |
|---|---|
| All | Everything |
| Billing Changes | EMR billing updates for tier transitions |
| Wellness Checks | Upcoming wellness visits to schedule |
| Follow-ups | Prospect follow-ups and custom reminders |
Action Item Types
Wellness Checks (🩺)
- Generated from DOB + AAP milestone schedule
- "Schedule wellness: [Patient Name]"
- Description: "[N] months wellness check"
Billing Changes (💰)
- Generated from upcoming tier transitions
- "Change billing: [Patient Name]"
- Description: "Update EMR from $X/mo to $Y/mo ([Tier] plan)"
Follow-ups (👤)
- Generated from prospect pipeline items
- "Follow up: [Prospect Name]"
- Description: Prospect notes
Urgency Levels
| Level | Badge | Criteria |
|---|---|---|
| 🔴 Urgent | Red | Due within 7 days or overdue |
| 🟠 Upcoming | Orange | Due within 30 days |
| ⚪ Scheduled | Gray | More than 30 days out |
Sorting
Actions are sorted by:
- Urgency (urgent first)
- Whether already scheduled (unscheduled first)
- Due date (soonest first)
Each Action Card
- Type icon (🩺, 💰, 👤)
- Title
- Description
- Urgency badge
- Due date
- Schedule button