Kaya workspace  /  Operations home
DEMO · ADMIN · MINIMUM NECESSARY
Wednesday, August 5

Operations home

Good afternoon, Jordan. Seven items need front-office attention.

Today’s focus

Keep every patient moving toward care.

Resolve scheduling, intake, and payment exceptions without exposing clinical details outside your role.

14visits today
93%visit ready

Needs attention

Payment could not be confirmedMaya Patel · Visit tomorrow 5:30 PM
Billing support
Due in 32 min
Intake incompleteMarcus Johnson · 2 required forms remaining
Front office
Due today
Appointment change requestedSophia Chen · Requested later time
Scheduling
Due today
New account needs verificationElena Garcia · Identity check pending
Front office
Tomorrow

Practice pulse

Ready for visit13/14↑ 8% this week
New bookings8Today
Open messages62 need routing
Payment issues2Action needed

Next up

Alex MorganLongevity consult · Dr. Segon
Maya PatelFollow-up · Payment pending
Marcus JohnsonPrimary care · Intake incomplete
Practice schedule

Schedule

Coordinate visits across the care team.

Time Patient Visit Provider Readiness
2:00 PM
AM
Alex MorganKYA-2048
 Longevity consultation Dr. Segon Ready
3:15 PM
MP
Maya PatelKYA-2012
 Member follow-up Dr. Segon Payment issue
4:00 PM
MJ
Marcus JohnsonKYA-2091
 Primary care Dr. Aisha Patel Intake incomplete
5:30 PM
SC
Sophia ChenKYA-1874
 Member follow-up Dr. Aisha Patel Ready
Patient directory

Patients

Administrative demographics and care-coordination status only.

Record export restricted
Minimum-necessary view: clinical notes, diagnoses, medications, results, and record exports are restricted in the admin workspace.
Patient Contact Next visit Account Support status
AM
Alex MorganKYA-2048
 alex.m…@example.com Aug 11 · 6:30 PM Active Ready
MP
Maya PatelKYA-2012
 maya.p…@example.com Aug 6 · 3:15 PM Payment issue Needs outreach
MJ
Marcus JohnsonKYA-2091
 marcus…@example.com Aug 6 · 4:00 PM Active Intake incomplete
Pre-visit operations

Intake follow-up

Help patients complete required preparation before their visits.

Marcus JohnsonHealth history + identity check · Visit tomorrow
Last reminder: none
Due today
Elena GarciaIdentity confirmation · Visit Aug 8
Reminder sent yesterday
Due tomorrow
Isaac WilliamsPractice policies · Visit Aug 9
Last reminder: none
Aug 8
Nina BrooksContact details · Visit Aug 10
Reminder sent today
Aug 9
Waiting
Commerce support

Billing support

Resolve payment exceptions without changing clinical priority or access to available records.

Care access boundary: a payment issue never hides available health information or changes clinical urgency.
Maya Patel · Payment confirmation failedAttempt 2 · Processor response unavailable · Correlation KY-8492
Owner: Billing support
Next retry 2:30 PM
Jon Bell · Refund review requestedDuplicate booking reported · No refund issued
Owner: Practice owner
Awaiting approval
Escalated
Communication operations

Message routing

Route threads to the correct clinical or administrative owner.

Urgent-language flag detectedClinical content restricted · Route without opening message body
Unassigned
Received 6 min ago
“Need to move Tuesday appointment”Scheduling · Sophia Chen
Front office
18 min ago
“Question about my receipt”Billing · Alex Morgan
Billing support
1 hr ago
Identity operations

Access requests

Initiate role-scoped access requests. Shared accounts are prohibited.

Active team

YS
Dr. Yogita Sharma-SegonOwner physician · MFA active
Active
AP
Dr. Aisha PatelContractor physician · Panel scoped
Active
JR
Jordan ReedAdmin/front office · Minimum necessary
Active

Pending requests

LK
Lauren KimFront office · Awaiting owner approval
Pending
Admin users may initiate a support request only. The owner must approve and grant access; clinical privileges cannot be requested here.
Your operational receipts

My actions

Confirmations for actions you performed. Practice audit administration is restricted.

Audit export restricted
✓
Appointment rescheduled

Jordan Reed · Sophia Chen · Aug 11 4:00 PM → 5:30 PM

✉
Intake reminder sent

System delivery confirmed · Marcus Johnson · Email

◇
Access request submitted

Jordan Reed · Lauren Kim · Awaiting owner approval

!
Payment exception reviewed

Jordan Reed · Maya Patel · Retry remains scheduled

Action completed.