Reports & portal

What do Tasks, Schedule and Appointments mean in the portal?

TL;DR

Appointments lists the booking requests the AI collected or made. Schedule tells the AI when doctors or slots are busy, such as blocked or pre-booked times. Tasks are actions the AI creates for your team, for example when a patient asks for a callback from a person.

The full answer

Appointments: what the AI booked or captured, with the patient's details and summary
Schedule: doctor availability, leave and blocked times the AI respects
Tasks: follow-ups for your team, such as callbacks, documents or complaints

A typical morning is: open Appointments, confirm the overnight requests, clear the Tasks list, then update the Schedule for the day.

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Last reviewed 11 November 2026. Answers describe the service as it ships today; anything specific to your clinic is confirmed on the demo call.

7 days · no IT disruption

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Period: 7 days
Pilot: After-Hours
Covers: Nights, weekends, holidays
Ends with: ROI audit

voclyai / pilot-plan.md

# 7-day pilot period
period: 7 days
pilot:  After-Hours   # voice: nights, weekends, holidays
timeline:
  day 0   setup       no IT project
  day 1-7 live        AI disclosed on every call
  day 8   roi audit   answered · captured · recovered
rules: disclosure, human on request, 998, no medical advice