Front desk
Staff escalation
Route questions outside approved information to the clinic team.
Your clinic. Connected.
- Set the handoff rules
- Recognize a handoff
- Give staff the context
A clearer next step for your team.
A patient’s clinical concern needs a person. Staff should receive the question and its context together.
How it works
The workflow, step by step.
- 01
Set the handoff rules
Your medical director or clinic lead defines which questions and situations need staff.
- 02
Recognize a handoff
Route a conversation outside approved information into the clinic’s escalation workflow.
- 03
Give staff the context
Include the patient’s question and relevant conversation history so the team can take over.
Your team stays in control.
The clinic decides the escalation list and destination. This workflow does not replace clinical assessment or emergency care.
What we’ll check for your clinic.
- The questions that must always reach a person.
- Who receives each handoff and how staff review it.
See this with your clinic’s workflow.
Bring your system, your questions and the way your team works.