See What Needs Attention Before It Becomes a Finding
My Day & Follow-Ups gives every case manager a prioritized daily queue, extracts follow-ups from documentation and conversations, and surfaces overdue items before they become findings.
Last updated July 2026
My Day & Follow-Ups gives every case manager a prioritized daily queue, extracts follow-ups from documentation and conversations, and surfaces overdue items before they become findings.
Prioritized daily queue across the caseload
Follow-ups extracted from documentation and conversations
Overdue items surfaced before they become findings
Every action tied to the individual's record
- 01
Open My Day
- 02
Review AI Follow-Ups
- 03
Address Overdue Items
- 04
Complete and Document
Prioritized daily queue across the caseload
Follow-ups extracted from documentation and conversations
Overdue items surfaced before they become findings
Every action tied to the individual's record
What this fixes
Between scheduled visits, concerns come up — a missed ride, a medication question, a change at home — and they surface in conversation long before anyone thinks to open the case record. If nothing turns that conversation into a tracked task, the case manager finds out at the next visit, or not at all.
How My Day & Follow-Ups Works
Open My Day
Start with a prioritized view of today's work across your caseload.
Review AI Follow-Ups
Follow-ups extracted from notes, conversations, and documentation appear with the related case.
Address Overdue Items
Overdue tasks rise to the top before they become compliance findings.
Complete and Document
Resolve each item and keep the action tied to the individual's record.
The gap between "someone mentioned it" and "someone owns it" is where individuals fall through the cracks. A prioritized daily queue keeps follow-ups visible until they are resolved.
Related Capabilities
Questions About My Day & Follow-Ups
What appears in My Day?
My Day shows prioritized work across the caseload, including AI-extracted follow-ups, scheduled items, and overdue tasks.
Where do AI-extracted follow-ups come from?
AI can identify follow-up actions in notes, conversations, and other documentation, then tie each one to the related case for review.
Does this replace tasks created directly by case managers?
No. Case managers can still create tasks manually, while AI-extracted follow-ups help catch actions already described elsewhere in the record.
Can supervisors see overdue items?
Yes. Authorized supervisors can see overdue work and follow-up status across their teams.