> ## Documentation Index
> Fetch the complete documentation index at: https://docs.peerlogic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get task performance overview

> Return task totals and status breakdowns for the requested practices and date range.



## OpenAPI

````yaml /openapi/peerlogic-api.json get /api/care/tasks/overview-stats/
openapi: 3.1.0
info:
  title: Peerlogic API
  version: 1.0.0
  description: >-
    Customer-facing API reference for accessing Peerlogic calls, insights,
    conversations, tasks, opportunities, subscriptions, and events.
servers:
  - url: https://api.prod.peerlogic.com
    description: Production
security: []
tags:
  - name: Authentication
    description: Obtain an access token for authenticated API requests.
  - name: Call insights
    description: Call records and aggregate performance insights.
  - name: Transcripts
    description: Transcripts, summaries, sentiment, pauses, and call-purpose details.
  - name: Aimee
    description: Aimee activity, configuration, and performance insights.
  - name: Conversations
    description: Conversation records, messages, and conversation actions.
  - name: Tasks
    description: Customer tasks and task workflow actions.
  - name: Opportunities
    description: Opportunities and follow-up reporting.
  - name: Subscriptions and events
    description: >-
      Create and manage event subscriptions, then inspect event records and
      analytics. For the complete webhook delivery flow, see the Webhooks and
      subscriptions guide.
  - name: Organizations and practices
    description: >-
      Discover the organizations and practices available to the authenticated
      account.
  - name: Contacts and patients
    description: Find contacts and patients for caller recognition and related workflows.
  - name: Appointments
    description: Retrieve appointment history and upcoming appointments for a patient.
  - name: Messaging
    description: Send practice messages, including missed-call recovery outreach.
  - name: Call recordings
    description: Retrieve recording metadata and secure audio URLs for calls.
paths:
  /api/care/tasks/overview-stats/:
    parameters: []
    get:
      tags:
        - Tasks
      summary: Get task performance overview
      description: >-
        Return task totals and status breakdowns for the requested practices and
        date range.
      operationId: care_tasks_overview_stats
      parameters:
        - name: practice_id
          in: query
          description: practice_id
          required: false
          schema:
            type: string
        - name: conversation_id
          in: query
          description: conversation_id
          required: false
          schema:
            type: string
        - name: task_type
          in: query
          description: task_type
          required: false
          schema:
            type: string
        - name: status
          in: query
          description: status
          required: false
          schema:
            type: string
        - name: assignee_type
          in: query
          description: assignee_type
          required: false
          schema:
            type: string
            enum:
              - AIMEE
              - STAFF
        - name: task_category
          in: query
          description: task_category
          required: false
          schema:
            type: string
        - name: is_viewed
          in: query
          description: is_viewed
          required: false
          schema:
            type: string
        - name: contact_id
          in: query
          description: Contact ID
          required: false
          schema:
            type: string
        - name: patient_id
          in: query
          description: Patient ID
          required: false
          schema:
            type: string
        - name: search
          in: query
          description: A search term.
          required: false
          schema:
            type: string
        - name: sort
          in: query
          description: Which field to use when ordering the results.
          required: false
          schema:
            type: string
        - name: page
          in: query
          description: A page number within the paginated result set.
          required: false
          schema:
            type: integer
        - name: page_size
          in: query
          description: Number of results to return per page.
          required: false
          schema:
            type: integer
      responses:
        '200':
          description: Successful response for get task performance overview.
          content:
            application/json:
              schema:
                required:
                  - count
                  - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type: string
                    format: uri
                    nullable: true
                  previous:
                    type: string
                    format: uri
                    nullable: true
                  results:
                    type: array
                    items:
                      type: object
                      properties:
                        id:
                          title: Id
                          type: string
                          readOnly: true
                          minLength: 1
                        created_at:
                          title: Created at
                          type: string
                          format: date-time
                          readOnly: true
                        modified_at:
                          title: Modified at
                          type: string
                          format: date-time
                          readOnly: true
                        contact:
                          type: object
                          properties:
                            id:
                              title: Id
                              type: string
                              readOnly: true
                              minLength: 1
                            created_at:
                              title: Created at
                              type: string
                              format: date-time
                              readOnly: true
                            name:
                              title: Name
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            name_first:
                              title: Name first
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            name_last:
                              title: Name last
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            name_middle:
                              title: Name middle
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            name_preferred:
                              title: Name preferred
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            organization:
                              title: Organization
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            title:
                              title: Title
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            email:
                              title: Email
                              type: string
                              format: email
                              readOnly: true
                              minLength: 1
                              nullable: true
                            phone_numbers:
                              type: array
                              items:
                                type: object
                                properties:
                                  id:
                                    title: Id
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  phone_number:
                                    title: Phone number
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  source_type:
                                    title: Source type
                                    type: string
                                    enum:
                                      - call
                                      - message
                                      - patient
                                      - fax
                                      - import
                                    readOnly: true
                                  sip_caller_name:
                                    title: Sip caller name
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  is_primary_contact:
                                    title: Is primary contact
                                    type: boolean
                                    readOnly: true
                                  phone_number_type:
                                    title: Phone number type
                                    type: string
                                    enum:
                                      - home
                                      - work
                                      - mobile
                                      - fax
                                      - other
                                    readOnly: true
                              readOnly: true
                            address_line_1:
                              title: Address line 1
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            address_line_2:
                              title: Address line 2
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            address_city:
                              title: Address city
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            address_state:
                              title: Address state
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            zip_code:
                              title: Zip code
                              type: string
                              readOnly: true
                              minLength: 1
                              nullable: true
                            date_of_birth:
                              title: Date of birth
                              type: string
                              format: date
                              readOnly: true
                              nullable: true
                            gender:
                              title: Gender
                              type: string
                              enum:
                                - male
                                - female
                              readOnly: true
                              nullable: true
                            manually_edited_fields:
                              title: Manually edited fields
                              description: >-
                                List of field names manually edited by a user.
                                These fields are protected from automatic
                                overwrites during patient sync and contact
                                import.
                              type: string
                              readOnly: true
                          readOnly: true
                        task_type:
                          title: Task type
                          type: string
                          enum:
                            - BILLING_COLLECTION
                            - BILLING_GET_PAYMENT_METHOD
                            - BILLING_INQUIRY
                            - BILLING_UPDATE_PAYMENT_METHOD
                            - CLINICAL_REVIEW
                            - CUSTOMER_SERVICE_RECOVERY
                            - INFORMATION_UPDATE
                            - INQUIRY_GENERAL
                            - INQUIRY_PRICING
                            - INQUIRY_UPCOMING_APPOINTMENT
                            - INSURANCE_AUTHORIZATION
                            - INSURANCE_CLAIM
                            - INSURANCE_VERIFICATION
                            - MEDICAL_RECORD_REQUEST
                            - PRODUCT_INQUIRY
                            - QA_REVIEW
                            - WEBCHAT_OUTREACH_PATIENT
                            - VOICECHAT_OUTREACH_PATIENT
                            - MISSED_CALL_OUTREACH_PATIENT
                            - PRESCRIPTION_REFILL
                            - REFERRAL
                            - SCHEDULING_BOOK_APPOINTMENT
                            - SCHEDULING_CANCEL_APPOINTMENT
                            - SCHEDULING_CONFIRM_APPOINTMENT
                            - SCHEDULING_RESCHEDULE_APPOINTMENT
                            - SUPERVISOR_HANDOFF
                            - URGENT_OUTREACH_PATIENT
                          readOnly: true
                        practice_id:
                          title: Practice id
                          type: string
                          readOnly: true
                        assignee_type:
                          title: Assignee type
                          type: string
                          enum:
                            - AIMEE
                            - STAFF
                          readOnly: true
                        status:
                          title: Status
                          type: string
                          enum:
                            - CREATED
                            - COMPLETED
                            - CANCELLED
                          readOnly: true
                        due_at:
                          title: Due at
                          type: string
                          format: date-time
                          readOnly: true
                          nullable: true
                        handoff_at:
                          title: Handoff at
                          type: string
                          format: date-time
                          readOnly: true
                          nullable: true
                        completed_at:
                          title: Completed at
                          type: string
                          format: date-time
                          readOnly: true
                          nullable: true
                        cancelled_at:
                          title: Cancelled at
                          type: string
                          format: date-time
                          readOnly: true
                          nullable: true
                        handoff_reason:
                          title: Handoff reason
                          type: string
                          enum:
                            - aimee_initiated
                            - error
                            - user_initiated
                          readOnly: true
                          nullable: true
                        handoff_notes:
                          title: Handoff notes
                          type: string
                          readOnly: true
                          minLength: 1
                          nullable: true
                        completed_by_type:
                          title: Completed by type
                          type: string
                          enum:
                            - AIMEE
                            - STAFF
                          readOnly: true
                          nullable: true
                        patients:
                          type: array
                          items:
                            type: object
                            properties:
                              address_line_1:
                                title: Address line 1
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              address_line_2:
                                title: Address line 2
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              date_of_birth:
                                title: Date of birth
                                type: string
                                format: date
                                readOnly: true
                                nullable: true
                              email:
                                title: Email
                                type: string
                                format: email
                                readOnly: true
                                minLength: 1
                                nullable: true
                              id:
                                title: Id
                                type: string
                                readOnly: true
                                minLength: 1
                              is_active:
                                title: Is active
                                type: boolean
                                readOnly: true
                              name:
                                title: Name
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              name_first:
                                title: Name first
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              name_last:
                                title: Name last
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              name_middle:
                                title: Name middle
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              phone_fax:
                                title: Phone fax
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              phone_home:
                                title: Phone home
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              phone_mobile:
                                title: Phone mobile
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              phone_number:
                                title: Phone number
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              phone_work:
                                title: Phone work
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              placeholder:
                                title: Placeholder
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              pms_created_at:
                                title: Pms created at
                                type: string
                                format: date-time
                                readOnly: true
                                nullable: true
                              zip_code:
                                title: Zip code
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                          readOnly: true
                        conversations:
                          type: array
                          items:
                            type: string
                          readOnly: true
                          uniqueItems: true
                        opportunities:
                          type: array
                          items:
                            type: string
                          readOnly: true
                          uniqueItems: true
                        appointments:
                          type: array
                          items:
                            type: object
                            properties:
                              id:
                                title: ID
                                type: integer
                                readOnly: true
                              appointment_start_at:
                                title: Appointment start at
                                type: string
                                format: date-time
                                readOnly: true
                              appointment_end_at:
                                title: Appointment end at
                                type: string
                                format: date-time
                                readOnly: true
                              approximate_total_amount:
                                title: Approximate total amount
                                type: string
                                format: decimal
                                readOnly: true
                              approximate_total_currency:
                                title: Approximate total currency
                                type: string
                                readOnly: true
                                minLength: 1
                              confirmed_at:
                                title: Confirmed at
                                type: string
                                format: date-time
                                readOnly: true
                                nullable: true
                              did_patient_miss:
                                title: Did patient miss
                                type: boolean
                                readOnly: true
                                nullable: true
                              is_active:
                                title: Is active
                                type: boolean
                                readOnly: true
                              is_new_patient:
                                title: Is new patient
                                type: boolean
                                readOnly: true
                                nullable: true
                              note:
                                title: Note
                                type: string
                                readOnly: true
                                minLength: 1
                                nullable: true
                              patient_id:
                                title: Patient id
                                type: string
                                readOnly: true
                              booked_by_patient_id:
                                title: Booked by patient id
                                type: string
                                readOnly: true
                              pms_created_at:
                                title: Pms created at
                                type: string
                                format: date-time
                                readOnly: true
                                nullable: true
                              practice:
                                title: Practice
                                type: string
                                readOnly: true
                              procedures:
                                title: Procedures
                                type: string
                                readOnly: true
                                nullable: true
                              status:
                                title: Status
                                type: string
                                enum:
                                  - SCHEDULED
                                  - COMPLETED
                                  - CANCELLED
                                  - DELETED
                                  - CONFIRMED
                                readOnly: true
                              appointment_type:
                                type: object
                                properties:
                                  id:
                                    title: Id
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  name:
                                    title: Name
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  duration_in_minutes:
                                    title: Duration in minutes
                                    type: integer
                                    readOnly: true
                                  practice:
                                    title: Practice
                                    type: string
                                    readOnly: true
                                  descriptors:
                                    type: array
                                    items:
                                      required:
                                        - name
                                        - code
                                      type: object
                                      properties:
                                        id:
                                          title: Id
                                          type: string
                                          readOnly: true
                                          minLength: 1
                                        name:
                                          title: Name
                                          type: string
                                          maxLength: 255
                                          minLength: 1
                                        code:
                                          title: Code
                                          type: string
                                          maxLength: 128
                                          minLength: 1
                                        active:
                                          title: Active
                                          type: boolean
                                    readOnly: true
                                  peerlogic_appointment_types:
                                    title: Peerlogic appointment types
                                    type: string
                                    readOnly: true
                                  mappings:
                                    title: Mappings
                                    type: string
                                    readOnly: true
                                  is_bookable_online:
                                    title: Is bookable online
                                    type: boolean
                                    readOnly: true
                                  is_disabled_in_peerlogic:
                                    title: Is disabled in peerlogic
                                    type: boolean
                                    readOnly: true
                                  effective_is_bookable_online:
                                    title: Effective is bookable online
                                    type: string
                                    readOnly: true
                                  has_availability_schedule:
                                    title: Has availability schedule
                                    type: boolean
                                    readOnly: true
                                    nullable: true
                                readOnly: true
                              booked_peerlogic_appointment_type:
                                type: object
                                properties:
                                  id:
                                    title: Id
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  name:
                                    title: Name
                                    type: string
                                    enum:
                                      - Consultation
                                      - Emergency
                                      - Crown
                                      - Crown Consultation
                                      - Existing Patient Cleaning and Exam
                                      - Existing Patient Cleaning
                                      - Existing Patient Exam
                                      - >-
                                        Existing Pediatric Patient Cleaning and
                                        Exam
                                      - Existing Pediatric Patient Cleaning
                                      - Existing Pediatric Patient Exam
                                      - Extraction
                                      - Extraction Consultation
                                      - Filling
                                      - Filling Consultation
                                      - Fluoride Treatment
                                      - Implant
                                      - Implant Consultation
                                      - Invisalign Consultation
                                      - New Patient Cleaning and Exam
                                      - New Patient Cleaning
                                      - New Patient Exam
                                      - New Pediatric Patient Cleaning and Exam
                                      - New Pediatric Patient Cleaning
                                      - New Pediatric Patient Exam
                                      - Orthodontic Consultation
                                      - Periodontal Consultation
                                      - Periodontal Maintenance
                                      - Prosthodontist Consultation
                                      - Root Canal Consultation
                                      - Scaling and Root Planing
                                      - TMJ/TMD Consultation
                                      - Veneer
                                      - Veneer Consultation
                                      - Whitening
                                      - Denture
                                      - Denture Consultation
                                      - Bridge
                                      - Bridge Consultation
                                      - Cosmetic Consultation
                                      - Grooming
                                      - Vaccination
                                      - Boarding
                                      - Dental
                                      - Euthanasia
                                      - Radiology
                                      - Ultrasound
                                      - Wellness Exam - New Patient
                                      - Wellness Exam - Existing Patient
                                      - Pediatric Wellness
                                      - Technician Appointment
                                      - Sick Visit
                                      - Progress Exam
                                      - Dermatology/Allergy
                                      - Behavior Consultation
                                      - Spay
                                      - Neuter
                                      - Soft Tissue Surgery
                                      - Orthopedic Surgery
                                      - Diagnostic Imaging
                                      - Diagnostic Lab
                                      - Urgent Care
                                      - Telemedicine
                                      - Avian/Exotic Exam
                                      - Equine Field Service
                                      - Senior Wellness
                                      - Senior Wellness Exam
                                      - Geriatric Exam
                                    readOnly: true
                                  display_name:
                                    title: Display name
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                readOnly: true
                              patient:
                                type: object
                                properties:
                                  address_line_1:
                                    title: Address line 1
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  address_line_2:
                                    title: Address line 2
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  date_of_birth:
                                    title: Date of birth
                                    type: string
                                    format: date
                                    readOnly: true
                                    nullable: true
                                  email:
                                    title: Email
                                    type: string
                                    format: email
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  id:
                                    title: Id
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  is_active:
                                    title: Is active
                                    type: boolean
                                    readOnly: true
                                  name:
                                    title: Name
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  name_first:
                                    title: Name first
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  name_last:
                                    title: Name last
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  name_middle:
                                    title: Name middle
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  phone_fax:
                                    title: Phone fax
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  phone_home:
                                    title: Phone home
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  phone_mobile:
                                    title: Phone mobile
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  phone_number:
                                    title: Phone number
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  phone_work:
                                    title: Phone work
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  placeholder:
                                    title: Placeholder
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  pms_created_at:
                                    title: Pms created at
                                    type: string
                                    format: date-time
                                    readOnly: true
                                    nullable: true
                                  zip_code:
                                    title: Zip code
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                readOnly: true
                              provider:
                                type: object
                                properties:
                                  id:
                                    title: Id
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  name:
                                    title: Name
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  email:
                                    title: Email
                                    type: string
                                    format: email
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  phone_number:
                                    title: Phone number
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                    nullable: true
                                  is_active:
                                    title: Is active
                                    type: boolean
                                    readOnly: true
                                readOnly: true
                              operatory:
                                required:
                                  - name
                                type: object
                                properties:
                                  id:
                                    title: Id
                                    type: string
                                    readOnly: true
                                    minLength: 1
                                  name:
                                    title: Name
                                    type: string
                                    maxLength: 255
                                    minLength: 1
                                  display_name:
                                    title: Display name
                                    type: string
                                    maxLength: 255
                                    nullable: true
                                readOnly: true
                          readOnly: true
                        task_description:
                          title: Task description
                          type: string
                          readOnly: true
                          minLength: 1
                          nullable: true
                        task_type_display:
                          title: Task type display
                          type: string
                          readOnly: true
                        handoff_reason_display:
                          title: Handoff reason display
                          type: string
                          readOnly: true
                        task_category:
                          title: Task category
                          type: string
                          readOnly: true
                        is_viewed:
                          title: Is viewed
                          type: boolean
                          readOnly: true
                        is_high_priority:
                          title: Is high priority
                          type: boolean
                          readOnly: true
                        detail:
                          title: Detail
                          type: string
                          readOnly: true
                          minLength: 1
                          nullable: true
        '400':
          description: The request parameters or body are invalid.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ValidationError'
              example:
                non_field_errors:
                  - >-
                    A valid practice_id, organization_id, or region_id is
                    required.
        '401':
          description: Authentication is required.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthenticationError'
              example:
                detail: '''Authorization'' header is required'
        '403':
          description: >-
            The authenticated account does not have permission to perform this
            operation.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PermissionError'
              example:
                message: No permissions assigned to permit access to this endpoint.
      security:
        - bearerAuth: []
components:
  schemas:
    ValidationError:
      title: Validation error
      type: object
      additionalProperties: true
      description: Validation details keyed by the invalid field or grouped under `errors`.
    AuthenticationError:
      title: Authentication error
      type: object
      additionalProperties: true
      required:
        - detail
      properties:
        detail:
          type: string
          description: Why authentication failed.
    PermissionError:
      title: Permission error
      type: object
      additionalProperties: false
      required:
        - message
      properties:
        message:
          type: string
          description: Why access was denied.
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: Bearer access token issued by Peerlogic.

````

## Related topics

- [Get Aimee performance overview](/peerlogic-api-reference/aimee/get-aimee-performance-overview.md)
- [Get opportunity performance overview](/peerlogic-api-reference/call-insights/get-opportunity-performance-overview.md)
- [Get Aimee revenue overview](/peerlogic-api-reference/aimee/get-aimee-revenue-overview.md)
- [Get Aimee performance by practice](/peerlogic-api-reference/aimee/get-aimee-performance-by-practice.md)
- [Get task](/peerlogic-api-reference/tasks/get-task.md)


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