One queue for the three things that quietly cost medical practices the most money: open referrals, unscheduled appointment requests, and overdue care gaps. AI Worklist logs them the moment they arrive, assigns them to an owner, and runs automated outreach until each one is closed.
Bottom line: every referral, appointment request, and care gap is tracked, assigned, and followed up — automatically — so revenue you've already earned stops walking out the door.
Three Tracks. One Queue.
The Three Things You Can't Afford to Lose Track Of
Quick test: how many open referrals do you have right now? How many appointment requests are still unscheduled? Which patients are overdue for a screening? If you can't answer in under a minute, AI Worklist fixes that.
Inbound Referrals
From fax, email, portal, voicemail, or message. Logged the second they arrive, assigned to an owner, and tracked until the patient is booked.
- Auto-extract from AI Inbox documents
- Owner, age, status, and priority
- Escalation before authorizations expire
Appointment Requests
From your portal, Carolina AI, your website, an SMS, or a missed call. All captured in the same queue. Nothing missed. Nothing forgotten.
- Multi-channel capture
- Real-time scheduling handoff
- Confirmation and reminder loop
Open Care Gaps
Preventive screenings, chronic-care follow-up, missed-visit recapture, overdue recalls — surfaced and worked, not left sitting in the chart.
- Screening and recall lists
- Automated outreach campaigns
- Closure tracked in the EHR
Automated Outreach
Reach Out on the Channel the Patient Prefers — Until It's Closed.
AI Worklist doesn't just track items. It acts on them. Every open referral, request, and gap gets a structured outreach sequence by phone, SMS, WhatsApp, or secure chat — with clear escalation to live staff or Carolina AI for direct scheduling.
- Phone outreach with natural voice calls that book, confirm, or collect information.
- SMS and WhatsApp two-way conversations that patients can reply to from anywhere.
- Secure chat for HIPAA-compliant messaging and document exchange.
- Smart escalation to the right staff member or AI agent when a patient is ready to schedule.
- Complete audit trail — every contact attempt, response, and outcome logged.
The Worklist Flow
From Arrival to Closure — Without Anything Falling Through
Item Arrives
Referral, request, or gap is detected from AI Inbox, Carolina AI, EHR, or manual entry.
Logged & Classified
Structured fields extracted, priority set, and owner assigned automatically.
Outreach Begins
Phone, SMS, WhatsApp, or secure chat sequence starts based on patient preference.
Action or Escalation
Patient books, confirms, or is routed to live staff or Carolina AI with full context.
Closed in EHR
Outcome documented, audit trail complete, and next gap surfaced automatically.
Why It Works
Built to Close the Gaps Other Systems Leave Open.
One source of truth
Referrals, appointment requests, and care gaps live in one dashboard instead of spreadsheets, sticky notes, and separate EHR tabs.
Runs on AI Inbox
Every document and message that AI Inbox captures can become a tracked worklist item — no manual handoff.
Hands off to Carolina AI
When outreach leads to scheduling, Carolina AI can take the call and book the appointment directly into your EHR.
Real-time visibility
Filter by owner, age, status, priority, or location. Urgent items surface first. Nothing gets buried.
Measurable closure
Track referral-to-appointment time, authorization expiry rate, and campaign response by channel.
HIPAA compliant end-to-end
Every interaction, assignment, and outcome is logged and auditable.