Medical workflow demo

Referral intake and packet review board

Referral CSV Intake JSON Checklist
Admin intake run

Find missing packet items before the appointment day.

Load a synthetic referral inbox, intake answers, document checklist, admin email, and routing rules. The workflow turns scattered intake work into a reviewed packet queue with clear owners.

Today's packet check 0 ready

Creates draft packet decisions from safe sample sources. Nothing contacts patients.

0packets reviewed
0missing items
0provider drafts
0verified by staff

Source tray

Five messy clinic inputs

Synthetic data

Packet queue

Admin-owned follow-ups

Not run

Human review gate

Select a packet

Waiting

Run the packet review, then open an item to inspect source evidence, missing-item notes, and reviewed draft language.

Handoff proof

Medication-list gap, end to end

  1. SourceSample patient 442 has a cardiology referral and intake form, but the checklist still requires a current medication list.
  2. SystemThe workflow flags the missing medication list and routes the packet to the intake coordinator.
  3. ReviewStaff verifies the chart and edits the patient-facing draft before any message is sent.
  4. ResultThe provider packet remains a draft until admin and provider review are complete.