Before you start

• Who does this: the account Admin, with every team member.
• How long it takes: a 30-minute team training, then 10 to 15 minutes a day.
• Plan needed: Teams.
• Have ready: a time for a short team meeting to walk everyone through My Worklist.

🧩 Therapists: start every day in My Worklist

My Worklist is each person's to-do list. The tiles show what needs attention now: unsigned notes older than 2 workdays, signed notes missing a procedure code, caseload flags, expiring authorizations and plans of care, overdue provider orders, and upcoming and overdue lifecycle stages. Click a tile to jump to the list.

🧩 Admin: work Needs Action every day

1. Open Needs Action under Management. It gathers everything that needs an admin across the client lifecycle and billing.
2. Switch between Assigned to me and Everyone to see your own items or the whole team's upcoming and overdue items.
3. Open a section to work it. If an item no longer applies, click Ignore. Check Show ignored items to bring it back.
4. Export to CSV or PDF for team meetings.

🧩 Reviewers: check Clinical Review weekly

Clinical Review shows anyone with review permission what's waiting for them: plans of care, evaluations and evaluation reports pending admin review, lifecycle stage deadline breaches, and documents awaiting co-signature.

✅ Your first-week checklist

• Day 1: hold a 30-minute team walkthrough of My Worklist and the lifecycle strip.
• Days 1 to 5: admin opens Needs Action every morning.
• Day 3: check that new clients' lifecycle strips show the right stages and due dates.
• Day 5: reviewers clear Clinical Review; adjust any deadline or responsible role that isn't working.

💡 Why it matters

This is where MyTherapyWizard's clinical intelligence pays off. The flow you built turns into a personal to-do list for every person, so nothing depends on memory, spreadsheets or sticky notes, and you can see the whole practice at a glance.

✅ How you'll know it worked

• Overdue items in Needs Action go down week over week.
• Therapists say they know what to do next without asking.
• Stage deadline breaches in Clinical Review are rare and get resolved quickly.

▶️ Watch: My Worklist

Watch: My Worklist · Needs Action · Clinical Review

Next → Sample Flows You Can Copy