Daily operations
Overview / Patient access
Read the workspace summary and decide what needs attention next.
Open this workspace pageWhat you see
The overview is your starting point after sign-in. Healthcare navigation calls it Patient access. The page summarizes your organization’s work, links to essential configuration pages, and displays recent conversations.
| Area | How to use it |
|---|---|
| Setup banner | Appears when onboarding is incomplete. Opens workspace setup. |
| Manage your agents / Set the boundaries / Connect your calendar | Shortcuts to Agents, Rules, and Connections. |
| Waiting on someone | Shows pending approvals and open handoffs. Opens the Review queue. It does not count all failed or uncertain actions. |
| Performance at a glance | Conversations, handled end to end, confirmed actions completed, and average length over the last 30 days. |
| Conversation activity | Daily conversation volume over the last 14 days. |
| What people call about / Channels | Recorded intent and channel counts for the reporting window. |
| Estimated provider cost | Estimated metered cost and cost per conversation; opens Usage & cost. |
| Latest conversations | The six most recent records; select a row for the full conversation. |
Use the overview step by step
- Check that the organization name is correct.
- If the setup banner appears, use it to finish configuring the first role.
- Open the waiting-items banner to handle approvals and handoffs.
- Review conversation volume and the most common intents to understand demand.
- Open a recent conversation that needs investigation, or choose View conversations / See all for the wider list.
- Open the cost breakdown when usage changes unexpectedly.
Interpret the numbers
“Actions completed” counts confirmed executions. A conversation being resolved does not prove that every requested action succeeded. A dash in a rate or an empty chart can simply mean there are no relevant records yet. The periods differ between the 30-day summary and the 14-day activity chart.
Follow Usage & cost for estimates and Review queue for individual operational exceptions.