Follow-Ups That Find You, Instead of Tasks You Have to Remember
AI-generated follow-up tasks are created automatically from Care Companion check-ins — the ongoing conversations individuals and guardians have with their AI companion between visits. When a genuinely new concern comes up, a task is created for the case manager automatically, with duplicate detection so the same concern doesn't create repeat tasks.
Last updated July 2026
AI-generated follow-up tasks are created automatically from Care Companion check-ins — the ongoing conversations individuals and guardians have with their AI companion between visits. When a genuinely new concern comes up, a task is created for the case manager automatically, with duplicate detection so the same concern doesn't create repeat tasks.
Follow-ups created automatically from Care Companion check-ins
Duplicate detection so one concern doesn't repeat as many tasks
Every task assigned to a case manager and tied to the record
Tasks surface in My Work and stay visible to supervisors
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Companion Check-In
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AI Reviews for New Concerns
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Task Created, Duplicates Filtered
- 04
Surfaces in My Work
Follow-ups created automatically from Care Companion check-ins
Duplicate detection so one concern doesn't repeat as many tasks
Every task assigned to a case manager and tied to the record
Tasks surface in My Work and stay visible to supervisors
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 Appointments & Tasks Works
Companion Check-In
An individual or guardian interacts with their Care Companion between scheduled visits.
AI Reviews for New Concerns
AI reviews the conversation for concerns that haven't already been logged.
Task Created, Duplicates Filtered
A task is created and assigned to the case manager, duplicates filtered out.
Surfaces in My Work
The task surfaces in My Work automatically.
Why Teams Switch
Less time spent on documentation
From conversation to draft note
Typical implementation timeline
States supported today
Implementation timeline reflects onboarding with current workflows.
The gap between "someone mentioned it" and "someone owns it" is where individuals fall through the cracks. Turning companion conversations into assigned tasks closes that gap between visits, not at the next one.
Related Capabilities
Questions About Appointments & Tasks
How are tasks created in this feature?
AI reviews Care Companion check-in conversations between individuals/guardians and the platform, and creates a task when a new, unaddressed concern comes up.
Does this replace tasks created directly by case managers?
No — case managers can still create tasks manually. This adds automatic task creation from companion conversations specifically.
How does duplicate detection work?
AI checks whether a concern has already been logged or addressed before creating a new task, so the same issue doesn't generate repeat tasks.
Can supervisors see these AI-generated tasks?
Yes, they appear in My Work like any other task and are visible to supervisors with appropriate access.