Action Required System
The Action Required system surfaces tasks that need your immediate attention, helping you stay on top of clinical, administrative, and compliance obligations. It appears as a dashboard widget and is available to practitioners, practice owners, supervisors, and receptionists.
Overview
The Action Required widget consolidates outstanding tasks from across Praxi into a single, prioritised list. Each item links directly to the relevant page so you can resolve it without searching.
| Feature | Detail |
|---|---|
| Location | Dashboard home page |
| Updates | Refreshes automatically |
| Prioritisation | Items sorted by urgency |
| Navigation | Click any item to go directly to it |
| Role-based | Shows only items relevant to your role and permissions |
Action Required Items
The following types of tasks appear in the Action Required widget:
Unsigned Clinical Notes
Clinical notes that have not been signed within 24 hours of the associated appointment. Under AHPRA guidelines, progress notes should be completed and signed within 24 hours of the session.
| Detail | Value |
|---|---|
| Trigger | Note unsigned for more than 24 hours |
| Priority | High |
| Visible to | The practitioner who created the note |
| Action | Click to open the note for review and signing |
Pending Approvals
Items awaiting your approval, including AI-generated suggestions, workflow actions, and document reviews.
| Detail | Value |
|---|---|
| Trigger | An approval request assigned to you |
| Priority | Medium to High (depends on approval type) |
| Visible to | The user assigned as approver |
| Action | Click to review and approve or reject |
Expiring Provider Registrations
AHPRA registrations, professional indemnity insurance, Working with Children checks, and other credentials approaching their expiry date.
| Detail | Value |
|---|---|
| Trigger | Credential expiring within 90 days |
| Priority | High (within 30 days), Medium (31-90 days) |
| Visible to | The practitioner and practice owners |
| Action | Click to view credential details and update |
Incomplete Client Intake Forms
Client intake forms that have been started but not completed, or new clients missing required intake documentation.
| Detail | Value |
|---|---|
| Trigger | Intake form incomplete or missing |
| Priority | Medium |
| Visible to | Receptionists, the assigned practitioner |
| Action | Click to open the client record and complete intake |
Unsubmitted Medicare Claims
Appointments eligible for Medicare claiming where the claim has not yet been submitted.
| Detail | Value |
|---|---|
| Trigger | Claimable appointment without a submitted claim |
| Priority | Medium |
| Visible to | The practitioner, practice owners, receptionists |
| Action | Click to review and submit the claim |
Priority Levels
Items are sorted by urgency to help you focus on what matters most:
| Priority | Colour indicator | Examples |
|---|---|---|
| Critical | Red | Overdue unsigned notes, expired credentials |
| High | Amber | Credentials expiring within 30 days, approvals |
| Medium | Default | Unsubmitted claims, incomplete intake forms |
Items at the same priority level are sorted by age, with the oldest items appearing first.
Role-Based Visibility
The Action Required widget shows different items depending on your role:
| Role | Visible Items |
|---|---|
| Practice Owner | All items across the practice |
| Supervisor | Own unsigned notes, own credentials, own claims, own approvals |
| Practitioner | Own unsigned notes, own credentials, own claims, own approvals |
| Receptionist | Incomplete intake forms, unsubmitted claims, pending approvals |
Using the Action Required Widget
Reviewing Items
- Open your Dashboard -- the Action Required widget is displayed on the home page
- Review the list of outstanding items, sorted by priority
- Click any item to navigate directly to the relevant page
- Complete the required action (sign a note, submit a claim, update a credential)
- The item is automatically removed from the list once resolved
Snoozing Items
Some items can be temporarily snoozed if you intend to address them later. Snoozed items reappear after the snooze period if not resolved.
Unsigned clinical notes and expiring credentials cannot be permanently snoozed. These items will continue to appear until the underlying issue is resolved, as they relate to compliance obligations.
Compliance & Record Retention
Privacy Act 1988 — The Action Required system helps you meet your obligations under the Australian Privacy Act 1988 and AHPRA guidelines. Clinical records must be retained for a minimum of 7 years (or until a minor client turns 25, whichever is later). Unsigned notes and expiring credentials are flagged as compliance items because they directly affect your legal record-keeping requirements. All action history is encrypted at rest.
Notifications
In addition to the dashboard widget, Action Required items can trigger notifications:
- In-app notifications -- badge count on the notification bell
- Email reminders -- daily digest of outstanding items (configurable)
- SMS alerts -- for critical items only (if enabled)
Configure notification preferences at Settings > Notifications.