AI-generated and manual task management across all practices
Investigate EyeMed denial spike
Due: Jan 28
QC failed job LB-4815 remake
Due: Jan 29
Follow up overdue patient balances >$500
Due: Jan 27
Resubmit timely filing claims (5)
Due: Jan 26
Review Medicare coding audit findings
Resolve EFT posting discrepancy
Update fee schedule for 2026
Due: Jan 30
Dead stock review - 128 items flagged
Contact 8 recall patients (expiring benefits)
Due: Today
Review unapplied cash - $12,400 pending
Monthly denial root cause review
Process 12 pending insurance verifications
Ship 3 completed lab jobs
Review optical handoff workflow
Due: Feb 10
Evaluate optician scheduling coverage
Due: Feb 7
Schedule progressive lens training
Due: Feb 14
Reorder Oakley inventory - below threshold
Due: Feb 5
Appeal 4 denied Medicare claims
Due: Feb 8
January board package generated
Due: Feb 1
Process VSP EFT batch - $12,450
Schedule 5 recall patients (completed)
Resolve 3 claim rejections
Monthly optician performance review
Due: Jan 31