Your Today screen

What's on it

• Needs attention: every open alert, with the most urgent first.
• Counts for drafts waiting, appointments and other work, each linking to its screen.
• This week's birthdays.
• Today's appointments, with whether each one's scope of appointment or consent is done.

Where alerts come from

Anviik checks your book every night. It raises an alert for a missed commission payment or a chargeback, a client turning 65 (starting three months before their enrollment window), a move that may open a special enrollment period, an Extra Help or Medicaid review, a coverage gap worth a conversation, an ACA income check before Open Enrollment, and a Medicare appointment finished without the TPMO disclaimer marked.

Working an alert

• Done: you've handled it. It closes and stays closed.
• Snooze: it comes back in a week.
• Dismiss: it doesn't apply. It won't come back for the same reason.

Alerts also close on their own when the cause goes away, for example when the missing payment shows up on the next statement.