Meetings (1)
Apr 8 9:15PM
Action Items (16)
Apr 27, 2026
Investigate comprehensive note type with nurse note section
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Apr 27, 2026
Customize treatment plan template structure
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Apr 27, 2026
Challenge Joe on AI Scribe tool selection
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Apr 27, 2026
Investigate auto-scoring for questionnaires
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Apr 27, 2026
Request dual-signature PDF capability from Charm
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Apr 27, 2026
Compile and send follow-up answers to Mallory
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Apr 27, 2026
Address Charm past medical history override bug with vendor
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Apr 27, 2026
Investigate Charm Enterprise account activation
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Apr 27, 2026
Resolve Charm template ordering/race condition issue
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Apr 27, 2026
Find custom form solution for appointment scheduling
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Apr 27, 2026
Design solution for scheduling to role/resource with day-of assignment
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Apr 27, 2026
Clarify legal/compliance boundaries for external referral management dashboard
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Apr 27, 2026
Design automated inbound referral processing via API
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Apr 27, 2026
Design automated referral response communication via API
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Apr 27, 2026
Instruct Joe to use tasks instead of referrals for internal assignments
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Apr 27, 2026
Explore nurse triage note workflow solutions
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