Synthetic data prototype — no PHI. Numbers, names, and IDs are fabricated for design review only.
Task Orchestration
Cross-Service Workflow Tasks
Generates and manages outreach, scheduling, DME, RPM setup, IPC consults, documentation, and billing-prep tasks across all SPOC-CO services. Use the Exceptions Work Queue for defects and blockers — this view tracks active workflow execution.
112 tasks in scopeExceptions Queue
Filters
112 of 112 tasks
Synthetic data prototype — no PHI. Numbers, names, and IDs are fabricated for design review only.
Tasks by Category
Tasks by Service Group
Tasks by EPIC Workflow
Tasks by Assigned Role
Tasks by Required License Level
Overdue Tasks by Owner (Top 10)
Workflow Task Board
— grouped by lane, sorted by overdue → priority → due dateNew36
Resolve: Referral Leakage Risk
NBAExceptionCriticalMA
Due Mar 03, 2026 · Overdue
Resolve: Billing Defect
NBAExceptionCriticalMABill
Due Mar 25, 2026 · Overdue
In Progress14
Resolve: Referral Leakage Risk
NBAExceptionCriticalNP
Due Mar 20, 2026 · Overdue
Waiting on Patient12
Waiting on USC11
Clinical Review of Order Set
NBACare PlanningHighNP
Due Jan 12, 2026 · Overdue
Clinical Review of Order Set
NBACare PlanningHighNP
Due Jan 27, 2026 · Overdue
Clinical Review of Order Set
NBACare PlanningHighNP
Due Feb 04, 2026 · Overdue
Clinical Review of Order Set
NBACare PlanningHighNP
Due Mar 11, 2026 · Overdue
Waiting on Vendor6
Waiting on Provider4
Complete29
Workflow Task Queue
All cross-service tasks. Click a patient to open Patient 360.
83 open80 overdue
112 tasks
| Task ID | Patient | EPIC Workflow | Service | Task Type | Assigned | License | Status | Priority | Due | Overdue | Escalation | Billing | Docs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WTSK-0001 | Maria AlvarezEPI-2026-0001 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Awaiting Clinician Review | Medium | Jan 16, 2026 | Overdue | — | Billing | Required |
| WTSK-0002 | Maria AlvarezEPI-2026-0001 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Awaiting Patient | Medium | Jan 23, 2026 | Overdue | — | — | — |
| WTSK-0003 | Maria AlvarezEPI-2026-0001 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Open | Medium | Jan 23, 2026 | Overdue | — | — | Required |
| WTSK-0004 | Thomas BennettEPI-2026-0002 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Open | High | Feb 25, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0005 | Thomas BennettEPI-2026-0002 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | Open | High | Mar 02, 2026 | Overdue | Escalated | — | Required |
| WTSK-0006 | Linda ChenEPI-2026-0003 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 13, 2026 | — | — | Billing | Required |
| WTSK-0007 | Linda ChenEPI-2026-0003 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 22, 2026 | — | — | Billing | Required |
| WTSK-0008 | Robert DavisEPI-2026-0004 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | Awaiting Patient | Medium | Feb 12, 2026 | Overdue | — | — | Required |
| WTSK-0009 | Patricia EvansEPI-2026-0005 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Awaiting Patient | Medium | Mar 19, 2026 | Overdue | — | Billing | Required |
| WTSK-0010 | Patricia EvansEPI-2026-0005 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Done | Medium | Mar 26, 2026 | — | — | — | — |
| WTSK-0011 | Patricia EvansEPI-2026-0005 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Open | Medium | Mar 26, 2026 | Overdue | — | — | Required |
| WTSK-0012 | George FloresEPI-2026-0006 | Generalist Hospital-Initiated | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 09, 2026 | — | — | Billing | Required |
| WTSK-0013 | George FloresEPI-2026-0006 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 09, 2026 | — | — | — | Required |
| WTSK-0014 | Ellen GreeneEPI-2026-0007 | Office-Based Provider | APCM | Initiate APCM Clinical | Jamal Carter RN | RN | In Progress | Medium | Dec 10, 2025 | Overdue | — | Billing | Required |
| WTSK-0015 | Samuel HernandezEPI-2026-0008 | Specialist Post-Surgical | DME | Initiate DME Administrative | Aisha Patel Ops Coordinator | Ops | Awaiting Patient | Medium | Feb 22, 2026 | Overdue | — | — | — |
| WTSK-0016 | Samuel HernandezEPI-2026-0008 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | In Progress | Medium | Feb 20, 2026 | Overdue | — | — | Required |
| WTSK-0017 | Denise JohnsonEPI-2026-0009 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | In Progress | Medium | Feb 18, 2026 | Overdue | — | Billing | Required |
| WTSK-0018 | Denise JohnsonEPI-2026-0009 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Elena Rivera NP | NP | Open | Medium | Feb 25, 2026 | Overdue | — | Billing | Required |
| WTSK-0019 | William KimEPI-2026-0010 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | Medium | Feb 08, 2026 | Overdue | — | Billing | Required |
| WTSK-0020 | William KimEPI-2026-0010 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | Open | Medium | Feb 14, 2026 | Overdue | — | Billing | Required |
| WTSK-0021 | William KimEPI-2026-0010 | Generalist Hospital-Initiated | IPC | Initiate IPC Clinical | Elena Rivera NP | NP | In Progress | Medium | Feb 14, 2026 | Overdue | — | Billing | Required |
| WTSK-0022 | William KimEPI-2026-0010 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Elena Rivera NP | NP | In Progress | Medium | Feb 16, 2026 | Overdue | — | — | Required |
| WTSK-0023 | Barbara LawsonEPI-2026-0011 | Specialist Post-Surgical | DME | Initiate DME Administrative | Aisha Patel Ops Coordinator | Ops | In Progress | Medium | Feb 22, 2026 | Overdue | — | — | — |
| WTSK-0024 | Barbara LawsonEPI-2026-0011 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | Open | Medium | Feb 21, 2026 | Overdue | — | — | Required |
| WTSK-0025 | Charles MitchellEPI-2026-0012 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | In Progress | Medium | Jan 30, 2026 | Overdue | — | Billing | Required |
| WTSK-0026 | Susan NguyenEPI-2026-0013 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Done | Medium | Mar 03, 2026 | — | — | Billing | Required |
| WTSK-0027 | Susan NguyenEPI-2026-0013 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Awaiting Patient | Medium | Mar 10, 2026 | Overdue | — | — | — |
| WTSK-0028 | Susan NguyenEPI-2026-0013 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Open | Medium | Mar 09, 2026 | Overdue | — | — | Required |
| WTSK-0029 | Donald OwensEPI-2026-0014 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Awaiting Clinician Review | Medium | Feb 15, 2026 | Overdue | — | Billing | Required |
| WTSK-0030 | Donald OwensEPI-2026-0014 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Open | Medium | Feb 21, 2026 | Overdue | — | — | Required |
| WTSK-0031 | Karen ParkEPI-2026-0015 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | Medium | Mar 16, 2026 | Overdue | — | Billing | Required |
| WTSK-0032 | Karen ParkEPI-2026-0015 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | In Progress | Medium | Mar 24, 2026 | Overdue | — | Billing | Required |
| WTSK-0033 | Karen ParkEPI-2026-0015 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Elena Rivera NP | NP | Done | Medium | Mar 24, 2026 | — | — | — | Required |
| WTSK-0034 | Edward QuinnEPI-2026-0016 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | Medium | Feb 21, 2026 | Overdue | — | Billing | Required |
| WTSK-0035 | Helen ReyesEPI-2026-0017 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | In Progress | Medium | Feb 10, 2026 | Overdue | — | Billing | Required |
| WTSK-0036 | Helen ReyesEPI-2026-0017 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | Open | Medium | Feb 17, 2026 | Overdue | — | — | Required |
| WTSK-0037 | Henry SandersEPI-2026-0018 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 14, 2026 | — | — | Billing | Required |
| WTSK-0038 | Michelle TanakaEPI-2026-0019 | Office-Based Provider | PCM | Initiate PCM Clinical | Brandon Lee RN | RN | Open | Medium | Feb 21, 2026 | Overdue | — | Billing | Required |
| WTSK-0039 | Michelle TanakaEPI-2026-0019 | Office-Based Provider | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 23, 2026 | — | — | Billing | Required |
| WTSK-0040 | Kevin UnderwoodEPI-2026-0020 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Done | Medium | Mar 06, 2026 | — | — | Billing | Required |
| WTSK-0041 | Sandra VargasEPI-2026-0021 | Office-Based Provider | APCM | Initiate APCM Clinical | Felix Stone RN | RN | Done | Medium | Nov 09, 2025 | — | — | Billing | Required |
| WTSK-0042 | Sandra VargasEPI-2026-0021 | Office-Based Provider | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | In Progress | Medium | Nov 09, 2025 | Overdue | — | Billing | Required |
| WTSK-0043 | Anthony WalkerEPI-2026-0022 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | Medium | Jan 16, 2026 | Overdue | — | Billing | Required |
| WTSK-0044 | Anthony WalkerEPI-2026-0022 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | Open | Medium | Jan 23, 2026 | Overdue | — | Billing | Required |
| WTSK-0045 | Anthony WalkerEPI-2026-0022 | Generalist Hospital-Initiated | IPC | Initiate IPC Clinical | Elena Rivera NP | NP | In Progress | Medium | Jan 25, 2026 | Overdue | — | Billing | Required |
| WTSK-0046 | Donna XuEPI-2026-0023 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Awaiting Patient | High | Jan 16, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0047 | Donna XuEPI-2026-0023 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Open | High | Jan 23, 2026 | Overdue | Escalated | — | — |
| WTSK-0048 | Donna XuEPI-2026-0023 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Done | High | Jan 23, 2026 | — | — | — | Required |
| WTSK-0049 | Brian YoungEPI-2026-0024 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Elena Rivera NP | NP | In Progress | Medium | Jan 30, 2026 | Overdue | — | — | Required |
| WTSK-0050 | Emily ZhangEPI-2026-0025 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Awaiting Clinician Review | Medium | Mar 04, 2026 | Overdue | — | Billing | Required |
| WTSK-0051 | Frank AdlerEPI-2026-0026 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | In Progress | Medium | Jan 20, 2026 | Overdue | — | Billing | Required |
| WTSK-0052 | Frank AdlerEPI-2026-0026 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Done | Medium | Jan 26, 2026 | — | — | — | — |
| WTSK-0053 | Frank AdlerEPI-2026-0026 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Awaiting Patient | Medium | Jan 28, 2026 | Overdue | — | — | Required |
| WTSK-0054 | Grace BrooksEPI-2026-0027 | Specialist Post-Surgical | DME | Initiate DME Administrative | Aisha Patel Ops Coordinator | Ops | In Progress | Medium | Mar 09, 2026 | Overdue | — | — | — |
| WTSK-0055 | Grace BrooksEPI-2026-0027 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Done | Medium | Mar 11, 2026 | — | — | — | Required |
| WTSK-0056 | Howard CarterEPI-2026-0028 | Office-Based Provider | PCM | Initiate PCM Clinical | Sofia Diaz RN | RN | Open | Medium | Nov 22, 2025 | Overdue | — | Billing | Required |
| WTSK-0057 | Irene DelgadoEPI-2026-0029 | Office-Based Provider | IPC | Initiate IPC Clinical | Elena Rivera NP | NP | Done | Medium | Jan 06, 2026 | — | — | Billing | Required |
| WTSK-0058 | James EllisEPI-2026-0030 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | Open | Medium | Jan 25, 2026 | Overdue | — | Billing | Required |
| WTSK-0059 | James EllisEPI-2026-0030 | Generalist Hospital-Initiated | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | In Progress | Medium | Jan 26, 2026 | Overdue | — | Billing | Required |
| WTSK-0060 | James EllisEPI-2026-0030 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Elena Rivera NP | NP | Done | Medium | Jan 25, 2026 | — | — | — | Required |
| WTSK-0061 | Kenneth GarciaEPI-2026-0032 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | Medium | Feb 08, 2026 | Overdue | — | Billing | Required |
| WTSK-0062 | Kenneth GarciaEPI-2026-0032 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Elena Rivera NP | NP | Awaiting Clinician Review | Medium | Feb 16, 2026 | Overdue | — | Billing | Required |
| WTSK-0063 | Kenneth GarciaEPI-2026-0032 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Naomi Reyes NP | NP | Awaiting Patient | Medium | Feb 16, 2026 | Overdue | — | — | Required |
| WTSK-0064 | Laura HayesEPI-2026-0033 | Office-Based Provider | PCM | Initiate PCM Clinical | Sofia Diaz RN | RN | Open | Medium | Feb 10, 2026 | Overdue | — | Billing | Required |
| WTSK-0065 | Mark IversonEPI-2026-0034 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Awaiting Patient | High | Jan 31, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0066 | Nancy JacobsEPI-2026-0035 | Office-Based Provider | PCM | Initiate PCM Clinical | Felix Stone RN | RN | Awaiting Clinician Review | High | Jan 31, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0067 | Nancy JacobsEPI-2026-0035 | Office-Based Provider | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | Awaiting Patient | High | Jan 29, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0068 | Oscar KleinEPI-2026-0036 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Done | High | Jan 15, 2026 | — | — | Billing | Required |
| WTSK-0069 | Oscar KleinEPI-2026-0036 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | In Progress | High | Jan 22, 2026 | Overdue | Escalated | — | Required |
| WTSK-0070 | Peggy LopezEPI-2026-0037 | Office-Based Provider | IPC | Initiate IPC Clinical | Elena Rivera NP | NP | Done | Medium | Jan 16, 2026 | — | — | Billing | Required |
| WTSK-0071 | Quincy MorrisonEPI-2026-0038 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Done | Medium | Jan 05, 2026 | — | — | Billing | Required |
| WTSK-0072 | Quincy MorrisonEPI-2026-0038 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | In Progress | Medium | Jan 12, 2026 | Overdue | — | — | Required |
| WTSK-0073 | Steven OrtegaEPI-2026-0040 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 15, 2026 | — | — | Billing | Required |
| WTSK-0074 | Steven OrtegaEPI-2026-0040 | Specialist Post-Surgical | DME | Initiate DME Administrative | Aisha Patel Ops Coordinator | Ops | Done | Medium | Feb 22, 2026 | — | — | — | — |
| WTSK-0075 | Steven OrtegaEPI-2026-0040 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | Done | Medium | Feb 24, 2026 | — | — | — | Required |
| WTSK-0076 | Teresa PruittEPI-2026-0041 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Done | Medium | Jan 24, 2026 | — | — | Billing | Required |
| WTSK-0077 | Teresa PruittEPI-2026-0041 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Done | Medium | Feb 01, 2026 | — | — | — | — |
| WTSK-0078 | Teresa PruittEPI-2026-0041 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 02, 2026 | — | — | — | Required |
| WTSK-0079 | Vincent RomeroEPI-2026-0042 | Generalist Hospital-Initiated | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | Open | Medium | Apr 10, 2026 | — | — | Billing | Required |
| WTSK-0080 | Vincent RomeroEPI-2026-0042 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Naomi Reyes NP | NP | Open | Medium | Apr 09, 2026 | — | — | — | Required |
| WTSK-0081 | Wendy SullivanEPI-2026-0043 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Awaiting Patient | Medium | Jan 27, 2026 | Overdue | — | Billing | Required |
| WTSK-0082 | Wendy SullivanEPI-2026-0043 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Done | Medium | Feb 03, 2026 | — | — | — | Required |
| WTSK-0083 | Xavier ThompsonEPI-2026-0044 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | High | Mar 15, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0084 | Xavier ThompsonEPI-2026-0044 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | Open | High | Mar 23, 2026 | Overdue | Escalated | — | — |
| WTSK-0085 | Xavier ThompsonEPI-2026-0044 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Naomi Reyes NP | NP | Done | High | Mar 23, 2026 | — | — | — | Required |
| WTSK-0086 | Yvonne UnderhillEPI-2026-0045 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Elena Rivera NP | NP | Open | Medium | Feb 11, 2026 | Overdue | — | Billing | Required |
| WTSK-0087 | Zachary VelascoEPI-2026-0046 | Office-Based Provider | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | In Progress | Medium | Dec 25, 2025 | Overdue | — | Billing | Required |
| WTSK-0088 | Alice WhitakerEPI-2026-0047 | Specialist Post-Surgical | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | In Progress | Medium | Feb 06, 2026 | Overdue | — | Billing | Required |
| WTSK-0089 | Bruce XiongEPI-2026-0048 | Specialist Post-Surgical | DME | Initiate DME Administrative | Derek Mensah Ops Coordinator | Ops | In Progress | Medium | Feb 25, 2026 | Overdue | — | — | — |
| WTSK-0090 | Bruce XiongEPI-2026-0048 | Specialist Post-Surgical | Post-Acute | Initiate Post-Acute Clinical | Elena Rivera NP | NP | Done | Medium | Feb 25, 2026 | — | — | — | Required |
| WTSK-0091 | Carol YoderEPI-2026-0049 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Open | High | Feb 05, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0092 | Dennis ZimmermanEPI-2026-0050 | Generalist Hospital-Initiated | TCM | Initiate TCM Clinical | Naomi Reyes NP | NP | Awaiting Patient | High | Mar 15, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0093 | Dennis ZimmermanEPI-2026-0050 | Generalist Hospital-Initiated | RPM | Initiate RPM Clinical | Naomi Reyes NP | NP | Open | High | Mar 21, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0094 | Dennis ZimmermanEPI-2026-0050 | Generalist Hospital-Initiated | IPC | Initiate IPC Clinical | Naomi Reyes NP | NP | Awaiting Clinician Review | High | Mar 22, 2026 | Overdue | Escalated | Billing | Required |
| WTSK-0095 | Dennis ZimmermanEPI-2026-0050 | Generalist Hospital-Initiated | Intake | Initiate Specialist Referral Clinical | Elena Rivera NP | NP | Done | High | Mar 22, 2026 | — | — | — | Required |
| WTSK-0096 | George FloresEPI-2026-0006 | Generalist Hospital-Initiated | Care Planning | Clinical Review of Order Set Clinical | Naomi Reyes NP | NP | Awaiting Clinician Review | High | Jan 27, 2026 | Overdue | — | — | Required |
| WTSK-0097 | Karen ParkEPI-2026-0015 | Generalist Hospital-Initiated | Care Planning | Clinical Review of Order Set Clinical | Naomi Reyes NP | NP | Awaiting Clinician Review | High | Mar 10, 2026 | Overdue | — | — | Required |
| WTSK-0098 | Anthony WalkerEPI-2026-0022 | Generalist Hospital-Initiated | Care Planning | Clinical Review of Order Set Clinical | Elena Rivera NP | NP | Awaiting Clinician Review | High | Jan 12, 2026 | Overdue | — | — | Required |
| WTSK-0099 | Kenneth GarciaEPI-2026-0032 | Generalist Hospital-Initiated | Care Planning | Clinical Review of Order Set Clinical | Elena Rivera NP | NP | Awaiting Clinician Review | High | Feb 04, 2026 | Overdue | — | — | Required |
| WTSK-0100 | Dennis ZimmermanEPI-2026-0050 | Generalist Hospital-Initiated | Care Planning | Clinical Review of Order Set Clinical | Elena Rivera NP | NP | Awaiting Clinician Review | High | Mar 11, 2026 | Overdue | — | — | Required |
| WTSK-0101 | Maria AlvarezEPI-2026-0001 | Specialist Post-Surgical | Exception | Resolve: Billing Defect Billing | Aisha Patel Ops Coordinator | Ops | In Progress | Medium | Feb 18, 2026 | Overdue | — | Billing | — |
| WTSK-0102 | Robert DavisEPI-2026-0004 | Specialist Post-Surgical | Exception | Resolve: Referral Leakage Risk Clinical | Liam Chen MA | MA | Open | Critical | Mar 03, 2026 | Overdue | Escalated | — | — |
| WTSK-0103 | Patricia EvansEPI-2026-0005 | Specialist Post-Surgical | Exception | Resolve: TCM Not Scheduled Clinical | Sofia Diaz RN | RN | Open | Critical | Apr 29, 2026 | — | Escalated | — | — |
| WTSK-0104 | Ellen GreeneEPI-2026-0007 | Office-Based Provider | Exception | Resolve: Referral Leakage Risk Clinical | Jamal Carter RN | RN | In Progress | High | Feb 19, 2026 | Overdue | — | — | — |
| WTSK-0105 | William KimEPI-2026-0010 | Generalist Hospital-Initiated | Exception | Resolve: TCM Overdue Clinical | Felix Stone RN | RN | Open | Critical | Feb 09, 2026 | Overdue | Escalated | — | — |
| WTSK-0106 | Barbara LawsonEPI-2026-0011 | Specialist Post-Surgical | Exception | Resolve: Billing Defect Billing | Carmen Ortiz MA | MA | Open | Critical | Mar 25, 2026 | Overdue | Escalated | Billing | — |
| WTSK-0107 | Charles MitchellEPI-2026-0012 | Generalist Hospital-Initiated | Exception | Resolve: No Discharge Feed Clinical | Aisha Patel Ops Coordinator | Ops | Open | High | Feb 05, 2026 | Overdue | — | — | — |
| WTSK-0108 | Susan NguyenEPI-2026-0013 | Specialist Post-Surgical | Exception | Resolve: Referral Leakage Risk Clinical | Elena Rivera NP | NP | In Progress | Critical | Mar 20, 2026 | Overdue | Escalated | — | — |
| WTSK-0109 | Donald OwensEPI-2026-0014 | Specialist Post-Surgical | Exception | Resolve: Billing Defect Billing | Carmen Ortiz MA | MA | Open | High | Mar 04, 2026 | Overdue | — | Billing | — |
| WTSK-0110 | Karen ParkEPI-2026-0015 | Generalist Hospital-Initiated | Exception | Resolve: Monthly Minutes Not Met Clinical | Naomi Reyes NP | NP | Open | High | Mar 23, 2026 | Overdue | — | — | — |
| WTSK-0111 | Helen ReyesEPI-2026-0017 | Specialist Post-Surgical | Exception | Resolve: Referral Leakage Risk Clinical | Carmen Ortiz MA | MA | In Progress | High | Mar 10, 2026 | Overdue | — | — | — |
| WTSK-0112 | Henry SandersEPI-2026-0018 | Generalist Hospital-Initiated | Exception | Resolve: Outreach Overdue Clinical | Elena Rivera NP | NP | Open | High | Feb 13, 2026 | Overdue | — | — | — |