> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Coordinator Workbench

> A three-panel intake task management workspace with real-time updates, queue bands, and CSV export.

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.

## 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**.

## 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.

## 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.

## Steps

<Steps>
  <Step title="Open the Workbench">
    Navigate to `/pm/workbench`. The three-panel grid loads with all open tasks sorted by `priority_score` descending.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="View task detail">
    Click any task row to load it in the detail panel. On mobile, the detail opens as a side sheet.
  </Step>

  <Step title="Review pending intake packets">
    Click the **Pending Intake Packets** tab to see the `PendingIntakePacketsTab` view.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Queue bands">
    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.
  </Accordion>

  <Accordion title="Real-time connection badge">
    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.
  </Accordion>

  <Accordion title="Default sort">
    Tasks default to descending `priority_score`. The `priority_score` field drives ordering; higher scores appear first.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Overview of the Practice Management core.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>