Care Team Daily Workflow

A care coordinator starts her day. Her task list, patient messages, team conversations, and alerts all live in one place — the same tools she already uses.

Microsoft Teams

Care Coordinator — Sarah's Morning

Good morning, Sarah— 14 tasks todayAI Prioritized

8:00 AMCall William J. — missed 2 post-discharge check-insUrgent

8:30 AMReview lab results for Patricia H. (A1C)High

9:00 AMRespond to patient message — Carlos D. (med question)Medium

10:00 AMSchedule follow-up for 3 chronic care patientsMedium

1:00 PMUpdate care plans for Dr. Rivera's panel reviewLow

3:00 PMSend weekly engagement summary to supervisorLow

Microsoft Teams

Notifications

William J. responded to check-in: 'Feeling better today'

8:12 AMPatient Response

Dr. Chen left a note on David W.'s referral

8:30 AM

New patient self-scheduled: Emily R., Annual Wellness

8:45 AMAuto-scheduled

Patricia H. completed intake forms

9:02 AM

SharePoint

Patient Context — William J.

William J., 68

CHF — Discharged Apr 12 • Day 6 of pathway

Last Check-InToday, 8:12 AM ✓

MedicationsConfirmed (3 of 3)

Next AppointmentApr 19 — Dr. Rivera

Engagement Score72% ↑

AI Summary

Patient re-engaged after missed check-ins. Feeling better. Continue monitoring — elevated readmission risk until Day 14.

Before

Morning starts with logging into 4+ systems
Patient messages scattered across portal, email, and voicemail
No prioritized task list — everything feels urgent
Context switching between systems wastes 30+ minutes daily

After

One unified workspace — open Teams or Google Workspace and start
Patient and team messages in the same place
AI-prioritized task list ready every morning
Patient context available in one click — no extra logins

"Reducing cognitive load isn't a luxury. It's how you prevent burnout and keep your best people."

Key Takeaway