Prioritized action list
AI reviews the schedule and payments. You get today’s list.
The queue shows what protects time and revenue. The team still decides what to do.
Efika AI lines up what to do today to protect time and revenue. A prioritized action list from schedule, payments, client messages, work patterns — The decision stays with you.
AI reviews schedule, payments, client messages, work patterns and builds a prioritized action list. You get back to clients instead of assembling priorities from several tools.
From the schedule to an action list
less guesswork
Schedule, payments, and messages
A prioritized list for today
The decision stays with you.
Where AI shows up
Start with what protects time and revenue
AI reviews schedule, payments, client messages, work patterns and builds a prioritized action list.
Included
Today’s action list
from schedule, payments, client messages, work patterns
AI in everyday work. The decision stays with you.
Prioritized list
AI reviews schedule, payments, client messages, work patterns. It orders what to do first to protect time and revenue.
Assignment proposal
You see who should take the visit and why. You approve the assignment.
Recovered slot
After a cancellation or no-show, a proposal appears for whom to offer the hour — from current clients.
Schedule hygiene
Missing availability, gaps, and overloaded days land in Upcoming, not in Now.
Rules in settings
A plain-language description of refunds and rescheduling can map into configuration fields. This helps with setup, not the day queue.
Trust and scope
AI orders the queue. You make the decision.
AI reviews schedule, payments, client messages, work patterns and builds a prioritized action list. Sending and deciding stay with the team. It does not read documents or do clinical reasoning.
01
You approve communication
A message to the client can be edited before send. A template does not go out on its own.
02
AI orders the queue, it does not replace decisions
The prioritized list shows what protects time and revenue. The next step is always approved by the team.
03
Scope is operational
AI uses: schedule, payments, client messages, work patterns. It does not cover clinical content.
04
Documents outside AI analysis
Document contents stay in the storage module and are not read by the model.
05
One organization, one context
Every use runs in the context of one organization and its permissions.
See what needs attention today — and get back to clients.
AI reviews schedule, payments, client messages, work patterns and builds a prioritized action list. The decision always stays with the team.
See what is included in Solo, Practice, and Organization.
See pricing