I'm building a phone call workflow for social workers at Pair Team (LCMs), after a phone call we'll have AI summarize the call then parse out a clinical note and next steps for the LCM... we have 3 phases for this workflow, also see this whiteboard
During the "pre call review" page, the LCM should see the following:
during the phone call itself, in an "Encounter mode" view:
the Encounter mode page in the "Review" phase:
I'll create the "Encounter Mode" interface for social workers (LCMs) at Pair Team based on your requirements. This will be the interface used during phone calls with patients.
I've created a comprehensive "Encounter Mode" interface for social workers (LCMs) at Pair Team. This interface is designed to support LCMs during phone calls with patients, providing all the tools and information needed in one place. Here's how it works:
To complete the full workflow, you would need to implement:
This implementation focuses on the "Encounter Mode" phase of your workflow, as shown in your whiteboard diagram. The interface aligns with the "During" column from your whiteboard, covering the "Engage" and "Diagnose" aspects of the call.
now implement the Pre-Call Review Page: Showing AI-generated patient profile summary, open threads/tasks, and recent events.
I'll create the Pre-Call Review page that LCMs will see before starting a call with a patient. This page will include the AI-generated patient profile summary, open threads/tasks, and recent events since the last call.
I've implemented the Pre-Call Review page that LCMs will see before starting a call with a patient. This page provides all the essential information needed to prepare for an effective call.
Patient Profile Summary
Open Threads
Recent Events Timeline
This Pre-Call Review page completes the first phase of your workflow as shown in your whiteboard, covering the "Prep" column with AI summary, timeline, open threads, and patient summary.
now implement Document Mode: For post-call review with AI-generated notes, task lists, and SMS drafting.