Riverside Family Medicine • Wilmington
Tasks & Follow-Up
LM
Tasks & Follow-Up
Coordinate patient follow-up, team work queues, and routine automation across the practice.
Tuesday, September 29, 2026
Open tasks24Across all teams
Due today114 high priority
Overdue7Requires manager review
Follow-ups unscheduled6From completed visits
Callbacks pending53 patient • 2 external
Automated today38Reminder and routing actions
Follow-Up Queue
Patient actions generated from visits, messages, referrals, and billing workflows
Patient / Action
Type
Owner
Due
Status
Ava MitchellSchedule 3-month follow-up
Calendar
Front Desk
Today
Open
›
David ChenReview BP plan after today’s visit
Clinical
Dr. Patel
Oct 6
Scheduled
›
Kevin RossMedication refill response
Message
Clinical
Today
Priority
›
Thomas ReedPatient balance outreach
Billing
Billing
Sep 30
Open
›
Maria JohnsonAnnual follow-up reminder
Preventive
Automation
Sep 2027
Automated
›
Automation Rules
Routine follow-up already handled by the system
Incomplete intake reminder
ActiveSend reminder 24 hours before visit if intake is incomplete.
Triggered today18
Resolved13
Unscheduled follow-up
ActiveCreate front desk task if follow-up remains unscheduled after checkout.
Triggered today6
Resolved2
Patient balance reminder
ActiveRoute balances over 30 days into billing follow-up.
Triggered today4
Resolved1
Team Task Board
Operational work across front desk, clinical, billing, and care coordination
New6
Verify Emma Lewis insurance card
New document uploaded from patient message.
Call cardiology office
Confirm referral documents were received.
In Progress5
Review Kevin Ross refill request
Clinical review required before response.
Waiting4
Thomas Reed balance follow-up
Waiting for patient response to statement.
Completed Today18
Confirm Maria Johnson follow-up plan
Annual follow-up reminder scheduled.