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
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
- Open Insights. The Decisions tab opens.
- 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.
- Read This week’s job: the finding, the assessment, the Plan and the Estimate.
- Select Inspect evidence → to check the number behind it.
- Select Open owning queue → to see the screen where the work happens.
- 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.