We are excited to introduce a Unified Workspace that allows you to manage all your daily activities across multiple practices from a single screen, no need to switch practices or log into multiple portals.
What You Can Access
From one place, you can now view and act on:
Alerts
Tasks
Appointments & Televisits
Messages
Assessments (Pending & Completed)
All programs (RPM, RTM, CCM, PCM, APCM, etc.)
You will only see data for practices you are assigned to.
Where to Find It
Log in to your portal
Navigate to Dashboard → My Workspace
You will land on a single consolidated view covering all assigned practices
How to Use It
Step 1: Use Global Filters (Top Section)
At the top of the screen, you can refine your view using:
Practice filter (multi-select)
Program filter (RPM, CCM, etc.)
Priority & Status filters
Item Type (Alerts, Tasks, Messages, Appointments, Televisits, Assessments)
Assessment Status (Pending / Completed)
Date selector (Today / Tomorrow / Custom range)
This helps you focus only on what matters most.
Step 2: Choose Your View
You can toggle between two views:
Grid View
Ideal for a high-level overview of your day:
High-priority alerts
Tasks due today
Pending & completed assessments
Today’s appointments/televisits
Unread messages
Sections include:
Priority Alerts → urgent actions
Today’s Work → tasks, visits, assessments
Assessments Snapshot
Communication Snapshot
List View (Detailed Worklist)
Ideal for action-oriented workflows:
Unified table with:
Patient name
Practice
Program
Task/Item type
Status & priority
Due/trigger time
Assessment-specific details:
Assessment type
Completed by (patient/care team)
Score (read-only)
Completion date
You can sort, scan, and act quickly.
Smart Navigation (No Manual Practice Switching)
We have simplified navigation across practices:
Alerts
Open in the same alert pop-up (no workflow changes)
Tasks, Appointments, Televisits, Assessments, Notes
Automatically redirect you to the correct patient and practice
Practice context switches in the background
Messages
Open in a unified conversation thread
Replies are logged under the correct practice
No need to manually switch practices anymore!
Assessments Handling
Pending assessments:
Show up if overdue
Included in Today’s Work
Completed assessments:
Read-only
Visible in both Dashboard & List views
Fully audit logged
Security & Compliance
Role-based access control
Strict data separation by practice
All actions are audit logged (user, patient, timestamp)
Fully HIPAA compliant
Why This Matters
Saves time by eliminating practice switching
Reduces missed alerts and follow-ups
Improves visibility across all assigned practices
Enhances care coordination and efficiency
Ensures compliance and audit readiness
If this feature is not enabled for you, please connect with your account manager, they can assist in enabling it.