Pick and accept this week's job

Let Insights suggest the one thing to focus on this week, then accept or dismiss it.

Who can do this
Owners and managers (View financial insights); accepting or dismissing also needs Manage AI Center
Where in Oben
/insights

Saved in this browser only, so every article can open its screen.

The Decisions tab can suggest one job for the week, based on your clinic's numbers. It shows what it found, why, and a plan.

Steps

  1. Open Insights. The Decisions tab opens.
  2. If No weekly job is in flight shows, select Compose this week’s job. If the week is quiet, Oben says there is not enough to pick a job.
  3. Read This week’s job: the finding, the assessment, the Plan and the Estimate.
  4. Select Inspect evidence → to check the number behind it.
  5. Select Open owning queue → to see the screen where the work happens.
  6. Select Accept this job to take it on, or Dismiss if it is not right for the clinic.

Good to know

  • In flight lists jobs still waiting for a decision. An accepted job goes straight to Outcomes, where a 30-day verdict fills in once it can be measured.
  • There is one job a week. Composing again that week shows the job already chosen.
  • Composing needs the Insights Analyst assistant turned on in AI Center → Agents. Otherwise Oben says a job cannot be filed.
  • The job is a suggestion. Nothing in the clinic changes when you accept it.