What should a clinic automate first?
Hydamedia · Planning worksheet

Take a rescheduling request that arrived while reception was busy. Reconstruct the information staff had to find, the question they asked again, and the point at which the patient knew what would happen next. A useful prototype should make that same handoff simpler without pretending to confirm availability.

1. Choose one administrative request type.
Your notes:


2. Write down the details needed for a callback.
Your notes:


3. Name the person who reviews exceptions.
Your notes:


4. Test an incomplete request and an out-of-scope question.
Your notes:


5. Compare staff preparation time before and after the pilot.
Your notes:


A concrete output to aim for
A one-page request map: the intake fields, approved answers, review owner, and conditions that send a request to a person.

Decisions to discuss
Start when you can name the queue, the owner, and the approved information. Resolve missing access or unclear responsibility before automating the handoff.

Current tools:
Workflow owner:
Questions for discovery:

Use general examples. Keep confidential customer information out of an initial enquiry.