MP
Maya Patel
46 · KYA-1982 · she/her
Next visitToday, 2:30
Open items2 clinical
Last touchToday
Wednesday, August 5 · Central Texas
Good afternoon, Dr. Sharma-Segon.
Your clinical priorities are separated from practice operations.
Clinical focus
Five items need your decision today.
One time-sensitive result, two patient messages, and two care plans are waiting. Administrative follow-up is routed separately and does not outrank clinical risk.
Next visit
2:30 PM · Maya Patel
Lab review · Video · 30 min
Chart prepared, consent current
Open clinical tasks
12
5 due today · 1 time-sensitive
Visits today
6
4 prepared · 1 in progress
Unsigned plans
3
Oldest waiting 19 hours
Panel coverage
100%
No uncovered dates this week
Clinical priorities
Risk and continuity determine order—not payment or membership status.
!
Maya Patel · Potassium 5.8 mmol/L
Verified repeat result · no hemolysis flag · callback not yet documented
Time-sensitive
◇
Alex Morgan · Initial longevity care plan
Draft completed by care team · medication reconciliation confirmed
Sign today
✉
Jordan Lee · New symptom message
Reports light-headedness after medication change · submitted 24 min ago
Triage
⌁
Elena Ruiz · ApoB results ready
ApoB 112 mg/dL · above individualized target · visit Friday
Routine review
Today’s schedule
4 of 6 charts prepared
Maya Patel · Lab review
Video · 30 min · time-sensitive result
David Kim · Follow-up
Video · 30 min · chart ready
Alex Morgan · Initial consult
Video · 60 min · 1 intake item missing
Priority boundary
Business metrics inform capacity decisions, but never reorder individual clinical work.
Clinical queueRisk, urgency, continuity, patient need
Operations queueRevenue, conversion, staffing, scheduling
Clinical decisions
Work queue
Prioritized by clinical urgency, then due time. Business status is intentionally excluded.
| Priority | Patient | Clinical item | Owner | Due | Status |
|---|---|---|---|---|---|
| Time-sensitive | MP Maya Patel46 · KYA-1982 | Potassium 5.8 mmol/LVerified repeat · callback needed | Dr. Sharma-Segon | Now | Open |
| Due today | AM Alex Morgan42 · KYA-2048 | Initial care plan approvalDraft ready · med rec confirmed | Dr. Sharma-Segon | 5:00 PM | Review |
| Triage | JL Jordan Lee38 · KYA-2017 | New symptom messageLight-headedness after medication change | Dr. Sharma-Segon | 4:30 PM | Unread |
| Routine | ER Elena Ruiz51 · KYA-1844 | ApoB 112 mg/dLAbove target · visit scheduled Friday | Dr. Sharma-Segon | Tomorrow | Review |
| Routine | SS Samir Shah56 · KYA-1765 | Quarterly plan updateNutrition goals updated by care team | Dr. Sharma-Segon | Tomorrow | Review |
| Routine | DK David Kim44 · KYA-1903 | Supplement questionNon-urgent message · response drafted | Care team | Friday | Drafted |
August 3–7, 2026
Clinical schedule
Visits, protected charting time, and coverage in one view.
CDT
MON3
TUE4
WED5
THU6
FRI7
9 AM10 AM11 AM12 PM1 PM2 PM3 PM4 PM5 PM6 PM
Team huddle9:30 · 30m
Elena RuizFollow-up
Protected adminNo bookings
Samir ShahPlan review
Jordan LeeCheck-in
Peer consult4:00 · 30m
Clinical huddle9:30 · 30m
Nina ColemanFollow-up
Maya PatelLab review
David KimFollow-up
Alex MorganInitial consult
Marcus GrantInitial consult
Charting blockProtected
Elena RuizResults
Samir ShahFollow-up
Case reviewClinical team
Priya RaoInitial consult
Active panel · 186 patients
Patients
Search longitudinal records and open the current clinical workspace.
AM
Alex Morgan
42 · KYA-2048 · they/them
Next visitToday, 4:00
Open items1 plan
Last touchToday
JL
Jordan Lee
38 · KYA-2017 · he/him
Next visitAug 12
Open items1 message
Last touch24m ago
ER
Elena Ruiz
51 · KYA-1844 · she/her
Next visitFriday
Open items1 result
Last touchYesterday
DK
David Kim
44 · KYA-1903 · he/him
Next visitToday, 3:15
Open items1 routine
Last touchAug 2
SS
Samir Shah
56 · KYA-1765 · he/him
Next visitAug 20
Open items1 plan
Last touchAug 1
Potassium 5.8 · review nowMetformin · GI intoleranceConsent currentCare team: Dr. Aisha Patel · contractor
Lab review · Follow-up
Changes saved locally for this demo
Longitudinal clinical summary
Cardiometabolic prevention with hypertension and insulin resistance. Current goal: reduce ApoB and improve sleep consistency while maintaining sustainable activity.
Blood pressure
126/78
At target
A1c
5.8%
May 2026
ApoB
92
Goal < 80
Sleep
6h 48m
↑ 18 min
Clinical timeline
⌁
Aug 5 · Repeat BMP resulted
Potassium 5.8 mmol/L · specimen verified
✉
Aug 5 · Care team outreach
Secure message delivered · awaiting callback
✓
Jul 18 · Follow-up complete
Blood pressure at target · continue current plan
Medications
Rx
Lisinopril 10 mg tablet
ReviewOnce daily · active · last reconciled Jul 18
Rx
Metformin ER 500 mg
ActiveOnce daily with dinner · active
Recent labs
PotassiumAug 55.83.5–5.1 mmol/LHigh
CreatinineAug 50.920.57–1.00 mg/dLNormal
Documents
▤
Outside cardiology note
PDF · received Jul 22 · reviewed
▤
Baseline intake
Signed May 8 · current
Diagnostics
Orders & results
Review by clinical significance; ordering requires a patient context.
Results needing review
One time-sensitive result appears first.
Potassium
Maya Patel · BMP
Aug 5 · 1:42 PM5.83.5–5.1 mmol/LTime-sensitiveMaya Patel · BMP
Apolipoprotein B
Elena Ruiz · Lipids
Aug 5 · 11:18 AM112Goal < 80 mg/dLAbove targetElena Ruiz · Lipids
Ferritin
Jordan Lee · Iron studies
Aug 4 · 4:05 PM1830–400 ng/mLLowJordan Lee · Iron studies
Vitamin D
Samir Shah · Wellness panel
Aug 4 · 10:32 AM3630–100 ng/mLIn rangeSamir Shah · Wellness panel
Physician review
Care plans
Patients can see available drafts with a truthful draft status. Signing publishes the physician-approved version.
Draft · version 3
Alex Morgan
Initial longevity care plan · prepared from intake and consultation draft
Clinical priorities
1. Improve sleep regularity and daytime energy.
2. Reduce ApoB toward individualized prevention target.
3. Build sustainable resistance training twice weekly.
2. Reduce ApoB toward individualized prevention target.
3. Build sustainable resistance training twice weekly.
Recommendations
Nutrition · Mediterranean-style pattern with 30–35 g fiber daily.
Movement · Two resistance sessions plus 150 minutes zone 2 weekly, progressed gradually.
Sleep · Consistent wake time within a 30-minute window; complete sleep diary for 14 days.
Monitoring · Repeat fasting lipid panel and ApoB in 12 weeks.
Movement · Two resistance sessions plus 150 minutes zone 2 weekly, progressed gradually.
Sleep · Consistent wake time within a 30-minute window; complete sleep diary for 14 days.
Monitoring · Repeat fasting lipid panel and ApoB in 12 weeks.
Medication & safety review
No new prescriptionMedication reconciliation complete. No clinically significant interaction identified in the current list. Patient-specific contraindications reviewed.
Y. Sharma-Segon, MDOwner physician · NPI ending 4087
✓
Approved version published to patient
Just now
Just now
Secure clinical communication
Messages
Use the clinical queue for symptoms; messages are not monitored continuously.
Continuity of care
Coverage
Define who owns clinical follow-up when the primary physician is unavailable.
This week
Every clinical window has a named covering physician and escalation path.
Wed5
Primary coverage · Dr. Sharma-Segon
You8:00 AM–8:00 PM · own panel and time-sensitive results
Thu6
Dr. Lena Foster
8:00 AM–6:00 PM · clinical inbox and results
LF
ConfirmedFri7
Dr. Lena Foster
8:00 AM–2:00 PM · own panel; Kaya-wide urgent backup
LF
ConfirmedSat8
Dr. Amir Bose
9:00 AM–1:00 PM · urgent inbox only
AB
LimitedOwner view · de-identified aggregate
Practice overview
Capacity, bookings, patients, and memberships—kept outside individual clinical prioritization.
Advanced analytics · Phase 2 concept
Active patient panel
186 patients
Target capacity 220 · 85% utilized
+12 this quarterVisit capacity
78%
Next 14 days · 11 open slots
Initial consults92% full
Follow-ups73% full
Protected clinical time8.5 hours
Care responsiveness
2h 18m
Median clinical message response
Time-sensitive acknowledged9 min
Plans released in 24h91%
Results reviewed in target96%
Membership health
94%
Active member retention · trailing 90 days
Active memberships164
Renewals this month17
Financial follow-up4 · admin owned
Acquisition
31%
Qualified consult → active patient
New inquiries28
Consults booked14
Activated9
Team capacity
84%
Planned workload across care team
Physician87%
Contractor physicians82%
Operations76%
Access boundary in this demo
The owner can see aggregate business performance and clinical quality. Individual financial status is not shown inside charts, results, or the clinical queue. Front-office staff cannot edit clinical notes, orders, or signed plans.
Clinical workspacePatient record, care decisions, orders, plans, secure clinical messages
Practice operationsCapacity, aggregate revenue health, conversion, staffing, administrative follow-up