The operating system for how SGA runs

260 practices. One relentless stream of requests.

The SGA Task Center turns that stream into work that gets routed, worked, and closed. Not a to do list. A high volume inbound request engine, built for a 260 practice support organization.

app.sga3p.com
Good morning, Dakota
14 need your attention today
+ New requestFilter
Today, ranked for you
1
Insurance verification form is rejecting submissions
PCCDblocked 2d
2
New patient special landing page
Wagner Dentalon your desk 1d
3
Implant campaign creative, round 2
Innovative Dentalreview ready
Triage 5
Update hours on Google profile
Troy Family
Assign 3
Front desk phone script
Ressler Dental
Follow up 4
Doctor headshots for site
waiting 3d
Approve 2
October email newsletter
draft ready
01 The problem

The request used to live everywhere.

Every day, doctors, practices, and corporate teams send a flood of asks. Email, text, spreadsheets, hallway conversations. Each one with no owner, no clock, and no memory. Things slipped. People re posted to be heard. Nobody could answer the only questions that matter: who has it, and when will it be done.

0
practices sending requests, every day
0
shared record of who owns what
∞
channels a request could arrive on
02 The engine

One front door.
Two ways in.

The Task Center is built around a single truth: the people sending work and the people doing it need different front doors. So it gives them two, and routes both into one queue.

Door 1 · Practices & doctors

A guided request, with an AI coach.

Practice teams get a structured form that asks the right questions, so the ask arrives triageable. They never touch taxonomy. They just describe what they need.

Door 2 · HQ staff

Log a task in seconds.

Internal staff logging work all day never get forced through the long form. A few fields, keyboard first, inline add. Classification happens by rule or at triage, not by the person typing.

03 From inbox to owned

Every request gets a clock and a name.

SLA · 0h
Intake
Arrives through one of two doors, captured as a real record.
Triage
One decision: assign, route, pass through, or make the call.
Routed
Lands on the right team and the practice market manager.
Worked & closed
Status, owner, and the clock track it all the way to done.
04 The workspace

One queue. Every way of seeing it.

app.sga3p.com/my-work
My Work
Ball in court, so nothing stalls on you
On my desk · 6Waiting on others · 9Snoozed · 2
Insurance verification form rejecting submissions
PCCDon your desk 2dDM
New patient special landing page
Wagner Dentalon your desk 1dDM
Front desk phone script rewrite
Ressler Dentalon your desk 4hDM
Web Team · Board
Status that says who owes the next move
Triage 2
Update hours on GBP
Troy Family
Add Invisalign page
Dakota Dental
In progress 2
Implant campaign creative
InnovativeJL
New patient landing page
WagnerDM
Waiting 2
Doctor headshots
office 3d
Logo vector files
vendor 1d
Done 2
October newsletter
shipped
Review request flow
shipped
All work · master table
Every task, every practice, filter by any column
Status ▾TitlePractice ▾Team ▾Owner ▾Age ▾
BlockedInsurance form rejectingPCCDOpsDM2d
In progressImplant campaign creativeInnovative DentalWebJL1d
WaitingDoctor headshots for siteNashville AestheticWebKP3d
TriageUpdate hours on GBPTroy Family DentalLocal—4h
DoneOctober email newsletterRessler DentalContentDM✓
Projects · timeline
For the minority of work that is a real project
Ressler site build
Cosmetic launch plan
New doctor onboarding
Q4 portfolio audit
SepOctNovDec

My Work. A ball in court model, so your list is only what actually needs you now.

05 Visibility

Every task tied to your practices. One view.

Market managers see every request connected to a practice they manage, across every team and every tier, not just the ones filed to them. It is a hard rule in the platform, not a saved filter. Leadership gets the same truth rolled up across all 260.

Wagner Dental2 aging
7 open
1 on my desk
4h oldest
Innovative Dentalon track
4 open
0 on my desk
1d oldest
Portfolio · by practice
My practicesAll 260
Practices you manage Rest of the portfolio
06 The motion clock

Three questions a queue must answer.

Most tools anchor everything to a due date that inbound work never gets. The Task Center senses motion instead: time in status, last activity, and who owes the next move.

Is it stuck?

Days in status, on every task.

A visible age badge and a stuck signal off real dwell time, not a date nobody set.

Am I the blocker?

On my desk vs waiting on others.

Ball in court makes it honest: your list is only what you owe a move on.

Is it lagging?

Aging and escalation, in the open.

Backlog health surfaces to everyone, not buried in an admin only report.

07 Reporting

Run it like a service desk.

The right scoreboard is not velocity and burndown. It is inflow versus outflow, how much is aging, and whether the queue is winning. Leadership gets that view across the whole portfolio, live.

Open requests
0
▼ 6% week over week
Closed this week
0
▲ 11%
Median time to first touch
0h
▲ faster
Aging past target
0
▼ 4 fewer
Inflow vs outflow
InClosed
Wk 1
Wk 2
Wk 3
Wk 4
Wk 5
Wk 6
On time rate
0closed on target
Backlog age mix
Fresh 58%Watch 28%Aging 14%

Figures shown are representative. Wire to live reporting before presenting externally.

08 The platform

More than a queue.

Everything a 260 practice operation needs to run the work, in one place, behind single sign on.

AI connector, 11 tools

The whole Task Center is exposed to AI assistants over a secured MCP, with per tool access. Ask for your queue, triage, or a report in plain language.

list_taskscreate_tasktriagemy_practicesreporting+6

Microsoft single sign on

Entra identity, one login, the right access by role. Market managers, RODs, HQ staff, and practice users each see their world.

Mentions & activity

@mention anyone, and a full activity trail on every task.

Imports built in

Pull work straight from Excel, Granola, and Smartsheet.

New doctor pipeline

A guided, multi step onboarding flow for every new provider.

Command palette

Jump to any practice, task, or view with a keystroke. The whole platform is a search away.

Onboarding tour

An audience aware walkthrough gets a new practice or a new hire productive on day one.

The value, in one view
0+
practices running on one system
0
front door for every request
0
practice visibility for every market manager
0
ways to see the same queue
0
AI tools over a secured connector
0
status stages that keep the clock honest

From inbox to outcome,
for every practice.

Open the SGA Task Center