Patient request
An inbound clinic need captured for identification, intent classification, and routing.
Source: AgentWorkflowGlossary
Intent classification
The step that identifies what a patient is asking the clinic to do.
Source: AgentWorkflowStaff approval queue
A holding area where sensitive proposed actions wait for clinic review.
Source: MVP_ScopeChart-prep packet
Organized pre-visit information prepared for staff review before an appointment.
Source: ProductFeatureSetReferral tracker
A workflow record showing referral status and work that remains unresolved.
Source: ProductFeatureSetScheduling request
A patient request prepared for authorized staff action rather than an autonomous schedule change.
Source: MVP_ScopeEligibility capture
Collection of insurance or eligibility details needed for an administrative workflow.
Source: ContextLayerClinic SOP
A clinic-approved operating rule used to guide administrative handling.
Source: ContextLayerEscalation protocol
The rule that sends sensitive, urgent, or out-of-scope work to qualified staff.
Source: ContextLayerAudit log
A record of agent actions, approvals, corrections, and exceptions.
Source: ArtifactCaptureStrategyFront-desk automation
Bounded assistance with intake, routing, reminders, and other administrative clinic tasks.
Source: BestUseCasePatient inbox
The organized queue of incoming patient requests and their status.
Source: ProductFeatureSetHuman review
Staff or clinician inspection required before sensitive or clinical steps.
Source: AgenticAutonomyAndSafetyModelLeast privilege
Giving a connector only the access needed for its approved task.
Source: TrustSafetyComplianceWorkflow exception
A case that cannot follow the normal administrative path and needs review.
Source: ArtifactCaptureStrategy