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Task Manager

Phlox tracks two distinct kinds of tasks: encounter jobs (action items extracted from clinical notes) and workspace to-dos (a general list managed from the dashboard). They are separate systems and surface in different places.

Encounter Jobs​

Action items are extracted from the Plan section of a note. For example:

Plan:
1. Order blood tests
2. Follow up in 2 weeks

Jobs are auto-generated when you save an encounter. The extraction distinguishes action items from review/follow-up items; the latter can be promoted into jobs if you choose.

Wrap Up​

The Wrap Up modal is the intended way to finish an encounter. It runs job extraction, shows the proposed action items and any excluded follow-up items, and lets you confirm and finish. Confirming also triggers the adaptive refinement feedback pass.

Wrap Up modalWrap Up modal

During a live agent session, ending the visit (by voice or with the stop button) opens Wrap-Up automatically, and you can curate the job list by voice — "just keep the 'email CDU' job" — with the checkboxes updating live as you speak.

Workspace To-Dos​

Separately, the dashboard has a general to-do list (managed in the Agent Dashboard to-do panel). These are not tied to any patient or encounter. Add, complete, filter, and delete them from the panel, or ask the chat agent to manage them via the todo_list tool.

Viewing & Completing Jobs​

  • Per clinic day: the Clinic Summary view.
  • All outstanding: the Outstanding Jobs view, grouped by patient and date.
  • Sidebar badge: shows a count of incomplete jobs across all patients.

Mark jobs complete by clicking their checkboxes. Completed rows dim; when all jobs for an encounter are done the row reflects that. You can also reset jobs for an encounter.

Task ManagerTask Manager

Agent Integration​

The AI chat can manage tasks through tool calls — listing patients with outstanding jobs, completing specific jobs, and searching patient notes for related information:

  • list_outstanding_jobs / get_patient_jobs — find incomplete jobs.
  • complete_job — mark a job done.
  • todo_list — manage workspace to-dos.