Staff portal

Staff portal

Sign in to work your practice queue — callbacks, approvals, conversations, and reports for your practice only.

Approvals

    Select a task.

    Work

    One list of everything waiting on this practice — urgent first, then whatever is overdue, then whatever is due soonest. Each row says one thing to do about it and who it belongs to. Rows you cannot act on still say what has to happen and who has to do it. Arrow keys move; Enter does the selected row's next step.

      Do something and what was recorded shows up here.

      Followup Queue

      Calls that ended before the work was finished. Each row is a person to ring back — name, date of birth, phone, and why — not an EMR status code. Verify identity before disclosing chart information.

        Callbacks

        Patients the agent could not finish with — each one is waiting for someone to ring them back — and messages logged, including those that never reached the EMR. Unfinished calls live on Followup Queue. This is not the approval queue: nothing here needs reviewing, it needs doing.

          Conversations

          Patient conversations, newest activity first. Opening one shows the full record — the transcript with every tool call and refusal beside it. Each read is written to the audit log.

            Select a conversation.

            Memory

            Things the AI employees propose to remember about your practice. Nothing takes effect until you promote it; promoted entries shape every future draft, so read them the way you would read a new standing instruction to staff.

              Crisis

              Crisis obligations and urgent clinician pages — standing duties to reach a clinician, opened before the patient saw a reply. Read-only: a duty is discharged only when a clinician acknowledges the page from their own phone, never from this screen.

                Ops

                DocAssistants operator board across practices — live health, open callbacks, and flagged conversations in the last 24 hours. Counts and verdicts only; a practice's transcripts stay on that practice's Conversations tab.

                DocAssistants · Harness reliability

                Quality & Evals

                Evidence for the everyday work patients ask us to do. Inspect repeated results, unfinished checks and the exact source tested.

                Controlled evaluations

                Repeatable workflows against EMR fixtures. Results and failures appear below.

                Live acceptance

                Not recorded here yet. Fixture passes do not establish live EMR or phone delivery.

                Production observations

                Use Ops and Conversations for actual calls and follow-up work. Observations remain separate from test scores.

                Reports

                Live health — open callbacks, crisis pages, dropped Clara/Felix conversations — and the last 24 hours as a digest. Counts and reasons only; full transcripts stay on Conversations.

                Learning

                Patterns found in what actually happened — what failed, what a colleague corrected, and how often — each with the evidence behind it. Every row is a PROPOSAL: approving one creates a candidate for you to promote on Memory, or a packet for engineering. Nothing here changes what the assistant says until it has been qualified and released separately.

                  Decide on a proposal and what was recorded shows up here.

                  Activity

                  Human actions and security refusals from the tamper-evident audit log (most recent first).