Call Tasks Overview - Adit Call Intelligence
Overview
The Call Tasks surfaces all follow-up tasks Adit creates from call analysis — such as scheduling callbacks, insurance checks, billing follow-ups, and confirmations. Use this dashboard to track workloads, complete actions, and ensure no patient follow-up is missed.
🎥 Watch this guide > Learn how to explore your Call task step-by-step in our interactive walkthrough. ▶ Watch: Call task Walkthrough
My Tasks
Shows tasks assigned to the current user. Use this view to complete your daily follow-ups.
Actions available
- Open task details
- Listen to related call recordings (Call Link)
- View patient/profile details
- Update status (Complete / Incomplete / Overdue)
- Add notes or reassign if required
All Tasks
Practice-wide list of every auto-created task. Managers and leads use this to monitor volume, reassign work, and identify overdue items.
Why use this view
- See total task volume and overdue tasks
- Reassign tasks to balance workload
- Monitor team performance and follow-up speed
Task Table — Column reference
| Column | Description |
|---|---|
| Subject | Task title/purpose |
| Call Link | Opens the related call recording and analysis |
| Assignee | Person responsible for the task |
| Location | Practice location that generated the task |
| Patient | Patient name linked to the task |
| Patient Type | New or Existing patient |
| Profile Type | Lead / Patient / Contact / Unrecognized |
| Task Type | Scheduling / Billing / Insurance / Clinical / etc. |
| Call Type / Outcome / Sentiment | Auto-extracted call insights to provide context |
| Status | Completed / Incomplete / Overdue |
| Created Date / Created By / Due Date | Metadata to track when the task was created and deadline details |
AI-Generated Task Types
Adit creates tasks automatically based on call analysis. Common task types include:
- Scheduling — follow-up required to book an appointment
- Rescheduling — follow-up to change an appointment
- Cancellation — confirm or process a cancellation
- Confirmations — confirm appointment details
- Emergency — urgent follow-up items
- Clinical — treatment instructions or clinical actions
- Product Order — follow-up for crowns, retainers, supplies
- Billing — payment or billing related follow-ups
- Insurance — verification/approval/claims follow-ups
- Complaints — patient dissatisfaction follow-ups
- Others — miscellaneous follow-ups not captured above
Tips & Best Practices
- Review My Tasks at the start of each day to clear high-priority follow-ups.
- Use Due Dates to prioritize tasks with immediate patient impact.
- If tasks are frequently unassigned, verify your Task Assignment Logic settings under Setup.
- Encourage the team to mark tasks complete immediately after follow-up to maintain accurate reporting.
- Listen to the linked call recording if task context is unclear before taking action.
📍 Where to Find It
Navigation Path: Adit App → Call Intelligence → Call Tasks
Next Step: Explore the Leads overview the place where every new patient opportunity from phone calls is tracked, managed, and converted.
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