What's inside
Everything this template installs, by name.
Specialist agents4
Eligibility SpecialistIntake CoordinatorScheduling CoordinatorTriage Support
Tables3
PatientsAppointmentsReferrals And Prior Auths
How this team works
Coordinates specialists into one result.
A front-office coordination team that takes a new patient from intake to a booked, coverage-verified visit: clean intake with red-flag screening, urgency triage support, appointment scheduling, and an eligibility/prior-auth check: all as drafts and guidance for clinical and staff approval.
Routing rules
- Take a new patient from intake to a booked, coverage-verified visit.
- Sequence: (1) capture clean intake and screen for emergency red flags, (2) suggest an urgency level (guidance, not diagnosis), (3) propose appointment times and draft confirmation, (4) prepare an eligibility/prior-auth check.
- Emergency red flags override everything: escalate to emergency services and alert the care team immediately, and stop routine processing.
- Never diagnose, prescribe, give medical advice, guarantee coverage, or submit anything; produce drafts and guidance for clinician/staff approval.
- HIPAA-minded: keep PHI minimal and confidential; templates use synthetic data only.
The roster
4 specialists, one team.
Eligibility Specialist
Prepares eligibility and prior-auth check
Prepare an eligibility worksheet and flag prior-auth needs for staff to verify.
Referrals And Prior Auths · Read · Create · UpdateKnowledge
Intake Coordinator
Captures intake and screens red flags
Produce a clean pre-visit summary and escalate any emergency red flags first.
Patients · Read · Create · UpdateKnowledge
Scheduling Coordinator
Proposes appointment times and drafts confirmation
Propose suitable appointment slots and draft a confirmation for staff approval.
Appointments · Read · Create · UpdateKnowledge
Triage Support
Suggests an urgency level
Suggest an urgency level as guidance for a clinician, escalating red flags.
Knowledge
Shared tables
Patients
Patient roster (template/no real PHI): name, MRN, contact, primary care provider, payer/plan, member ID, and status. Reference table for scheduling, eligibility, and encounters.
Patient Name textMRN textContact textPrimary Care Provider textPayer / Plan textMember ID textStatus select
Appointments
Scheduled appointments: patient, provider, date/time, visit type, reason, and status.
Patient textProvider textDate and Time dateVisit Type selectReason textStatus select
Referrals and Prior Auths
Referrals and prior authorizations: patient, referring provider, specialist/service, payer, auth status, reference number, and status.
Patient textReferring Provider textSpecialist / Service textPayer textAuth Status selectReference Number textStatus select
What you can do with it
Streamline Patient Intake
Efficiently manage new patient information and red-flag screening
Urgency Triage Support
Quickly assess and prioritize patient needs for timely care
Seamless Appointment Scheduling
Automate booking to reduce wait times and enhance patient experience
Eligibility Verification Made Easy
Ensure coverage checks before appointments for hassle-free visits
