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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Coordinator Workbench (/pm/workbench) is a task management workspace for intake coordinators, providing a live-updating three-panel layout to triage, filter, and action coordinator tasks.

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Overview

The Coordinator Workbench renders three panels side-by-side on desktop (xl breakpoint): a Queue Summary panel on the left showing task counts by queue band, a Task List in the center, and a Task Detail panel on the right. On mobile and tablet the detail panel opens as a slide-over Sheet. The page subscribes to real-time changes on pm_coordinator_tasks via useCoordinatorTasksRealtime and automatically invalidates the task list query on any INSERT, UPDATE, or DELETE, so the list stays current without manual refresh. A RealtimeConnectionBadge in the header shows connection status. The page has two tabs: Tasks and Pending Intake Packets.

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Who it’s for

Requires permission pm.coordinator_workbench.view (PM_PERMISSIONS.COORDINATOR_WORKBENCH_VIEW). Users with pm.coordinator_workbench.export permission see the Export button to download the current filtered task list as a CSV.

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Before you start

  • You must hold pm.coordinator_workbench.view.
  • Tasks are fetched for the current organization; no tasks appear until at least one pm_coordinator_tasks record exists.

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Steps

1

Open the Workbench

Navigate to /pm/workbench. The three-panel grid loads with all open tasks sorted by priority_score descending.
2

Select a queue band

In the Queue Summary panel on the left, click a band — Overdue, Today, This Week, or Deferred — to filter the task list to that subset. Click the same band again or another to change the filter.
3

Search tasks

Type in the search box in the Task List panel to filter by task description (case-insensitive ilike match). Search and queue band filters combine.
4

View task detail

Click any task row to load it in the detail panel. On mobile, the detail opens as a side sheet.
5

Review pending intake packets

Click the Pending Intake Packets tab to see the PendingIntakePacketsTab view.
6

Export tasks (export permission required)

Click Export to download the currently filtered tasks as a CSV file. If no tasks are in the current filter, a toast message “No tasks to export” appears.

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Key concepts

The Queue Summary panel organizes tasks into four bands derived from due_date and status fields: Overdue (status open, due_date before today), Today (status open, due_date = today), This Week (status open, due_date tomorrow through 7 days out), and Deferred (status deferred). Counts are derived from the unfiltered org-wide task list.
The RealtimeConnectionBadge in the page header reflects the live WebSocket connection state (isConnected, lastUpdated, error). If the connection drops, the badge reflects the disconnected state; data continues to display but will not auto-refresh until reconnected.
Tasks default to descending priority_score. The priority_score field drives ordering; higher scores appear first.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/CoordinatorWorkbenchPage.tsx
  • src/cores/pm/hooks/useCoordinatorTaskList.ts
  • src/cores/pm/hooks/useCoordinatorTasksRealtime.ts
  • src/platform/permissions/constants.ts