SPECIALISED AGENTS / WORKFLOW GUIDE
Clinic administration across the appointment journey
Coordinate administrative tasks before and after an appointment
How the agents work together
Agents organise appointment requests, flag missing administrative documents, prepare reception worklists, and draft approved reminders. After a visit, the workflow can track administrative follow ups and route unresolved requests to the appropriate staff member.
- Booking coordination
- Document completeness
- Schedule preparation
- Follow up administration
- Exception handling
Prepare the next day’s reception worklist
For example, a patient has an appointment tomorrow but a required registration form is missing. The document agent marks that item incomplete and links to the booking record. A communication agent drafts a reminder using the clinic’s approved wording for reception to review.
If the appointment changes, the worklist and pending reminder must follow the updated booking rather than the original date. After the visit, reception sees any unfinished administrative tasks with an owner and due date. Questions about symptoms, treatment, or clinical follow-up go to clinic staff.
Where people approve decisions
Patient communications and record changes. Clinical decisions remain with qualified professionals.
How to measure improvement
Track missing administrative information, unanswered requests, scheduling corrections, and staff handling time.