Tuesday · December 9, 2025 · 8:42 AM
Good morning, Jamie.
12 patients on the schedule — 9 already cleared.
Aisling has run eligibility for every visit on today's schedule. You've got three check-ins to move through, one authorization expiring soon, and two patients with missing forms.
Aisling
Listening · context: Today's front desk
Good morning, Jamie. Here's where you stand before the day kicks off:
- 12 visits scheduled today · eligibility run for all
- 9 patients fully cleared — no action needed
- 3 patients need something from you at check-in
Your 9:00 AM is Barry Franks. He's covered by Cigna with no deductible; a $20 copay is due. Authorization is active for Spravato.
Worth flagging for today
Barry FranksConsent & PHQ-9 due
Priya SharmaID & insurance card on file, missing HIPAA
Spravato auth (Barry)Expires Dec 23 · renew after visit
Next arrivals
9:00
BF
Barry Franks · Dr. Jordan
Spravato session
Cigna · Auth active
Consent & PHQ-9 due
Copay due
$20.00
Needs intake
9:30
PS
Priya Sharma · Dr. Nguyen
New patient intake
BCBS · Verified
HIPAA form pending
Copay due
$35.00
Needs form
10:15
MR
Monica Reyes · Dr. Jordan
Med-management follow-up
Aetna · Verified
Nothing due
Copay due
$25.00
Cleared
11:00
AM
Alex Morgen · Dr. Jordan
6-month follow-up
UnitedHealth · Verified
Copay due
$0.00
Cleared
Authorizations expiring soon
Barry Franks — Spravato authorization expires in 14 days
No action needed today. Aisling will submit the renewal once today's session is documented.
JO
Jordan Olsen · TMS therapy
Cigna · Expires Jan 4Aisling ready to renew
26 days
RH
Rosa Hernandez · Psych testing
Aetna · Expires Jan 11Aisling ready to renew
33 days
Your tasks today
Verify morning arrivals eligibility
Completed by Aisling · 7:02 AM
Collect $20 copay from Barry Franks
9:00 AMCash or card on file
PHQ-9 screening — Barry Franks
Aisling can text to patient
HIPAA form — Priya Sharma
9:30 AM
Confirm 2pm block · Dr. Jordan
Completed · 7:45 AM
Return call — Jordan Olsen re: rescheduling
Left voicemail yesterday 4:12 PM