A
Compact List
Dense scrollable list, one line per patient with inline send button. Optimized for speed — scan and send without opening individual items. Best for experienced office managers who trust the AI drafts.
9:41
...
All
Confirmations
Follow-ups
Reactivations
JM
John Miller
Crown prep tomorrow 9:30 AM
Message ready
Send
SC
Sarah Chen
Cleaning Fri 2:00 PM
Message ready
Send
RP
Robert Park
Treatment plan presented 14 days ago
Needs review
Review
AD
Angela Davis
Filling follow-up due (7 days post)
Message ready
Send
TW
Tom Williams
Last visit 8 months ago — overdue cleaning
Message ready
Send
LH
Lisa Hernandez
Veneer consult — no follow-up yet
Needs review
Review
Design rationale: The compact list prioritizes throughput. Each row is one glanceable unit: who, why, and what to do. The inline "Send" button lets the office manager approve AI-drafted messages without navigating away. "Review" appears only when AI confidence is below threshold, forcing attention where human judgment matters. The summary bar provides at-a-glance queue status so Lisa knows how much work remains.
B
Card Queue
Each patient is a card with more detail and an AI draft preview visible. Better for managers who want to see the message content before deciding to send or review. Trades density for context.
9:41
...
12 pending •
5 confirmations •
4 follow-ups •
3 reactivations
All
Confirmations
Follow-ups
Reactivations
JM
John Miller
Crown prep tomorrow 9:30 AM
Confirmation
"Hi John, this is Lisa from Smile Center Buckhead. Just confirming your appointment tomorrow at 9:30 AM..."
AI Confidence: 94%
Send
Review
RP
Robert Park
Treatment plan presented 14 days ago
Follow-up
"Hi Robert, Dr. Nguyen wanted me to check in about the treatment plan we discussed. We have openings..."
AI Confidence: 72%
Review
Skip
TW
Tom Williams
Last visit 8 months ago
Reactivation
"Hi Tom, it's been a while since your last visit at Smile Center. We'd love to see you for a cleaning..."
AI Confidence: 89%
Send
Review
Design rationale: Cards show the AI draft preview inline, so the office manager can read the message without tapping into a detail screen. The type badge (blue/orange/green) is immediately visible for visual filtering. AI confidence score helps calibrate trust — 94% green means "just send it," while 72% yellow means "better check this one." The trade-off is fewer items visible at once (3 vs 6 in the compact list), which may slow down high-volume days.
C
Grouped Sections
Separate sections for Confirmations, Follow-ups, and Reactivations with counts. Groups by urgency type so the manager can batch similar tasks. Best when different message types require different mental modes.
9:41
...
JM
John Miller
Crown prep • Tomorrow 9:30 AM
Send
SC
Sarah Chen
Cleaning • Fri 2:00 PM
Send
MJ
Mark Johnson
Whitening • Fri 10:00 AM
Send
RP
Robert Park
Treatment plan • 14 days ago
Review
AD
Angela Davis
Filling • 7 days post-op
Send
TW
Tom Williams
Last visit 8 months ago
Send
LH
Lisa Hernandez
Last visit 14 months ago
Review
Design rationale: Grouping by outreach type lets the office manager batch-process similar messages. The "Send All" button on the Confirmations section is a power move — most confirmation messages are safe to send without review. Follow-ups and reactivations require more nuance, so no batch send there. The trade-off vs. Variation A is less flexibility in sorting (items are locked into type groups), but the grouped mental model reduces context-switching between "confirm an appointment" and "re-engage a lapsed patient."