> ## Documentation Index
> Fetch the complete documentation index at: https://help.allcare.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Clinic Job Aid

> Day 1 job aid for AllCare Clinic team (MAs, Billing, Ops).

<Note>
  Print this. Keep it on your desk. One page.
</Note>

**Login:** AllCare → Clinic Landing Stage
**Slack:** `#ai-concierge-launch`
**Pillar Champion:** Ryan (Ops), Peter (PM)
**P0 escalation:** page Ryan + Sakr direct

## Your one queue

**Tasks Pool. Clinic.** Tasks dispatched to Clinic by a Care Partner land here. MAs, Billing, and Ops share the queue. You see only Clinic tasks.

## Top half: the 5-step happy path

### 1. Open the Clinic Landing Stage

URL is in your welcome email. Single screen, two columns: **Unclaimed** (left), **My Tasks** (right). Filter buttons at the top: **MA**, **Billing**, **Ops**.

### 2. Filter to your sub-team, then pick a task

Click the filter button for your role. Sort: P0 → P1 → P2 → P3 (default).

Each row shows:

* Patient (VERIFIED / PROVISIONAL / NOT\_FOUND)
* Task type + subtype (provider note request / intake form / clinical question / billing inquiry / etc.)
* Urgency (P0 / P1 / P2 / P3)
* Source (fax, email, portal)

### 3. Claim it

Click **Claim**. Task moves to your **My Tasks**. Visible to your sub-team as claimed-by-you.

### 4. Do the work

* Open the task.
* **Read the AI summary** at the top.
* **Download attachments** (forms, notes, referrals, lab results).
* **Check parameters** the AI extracted (provider, appointment date, encounter type, etc.).
* Do the clinical / billing / ops work the way you always have.

### 5. Mark done

Click **Mark Done**. Pick an outcome:

* **Completed** (form filed, note generated, question answered, claim processed)
* **Blocked** (waiting on provider / patient / external. pick reason)
* **Rejected** (cannot complete. pick reason)

Care Partner gets auto-notified.

## Bottom half: cheat sheet + edge cases

### Sub-team routing inside the Clinic queue

The AI extracts subtype. Filter by your role:

* **MA queue:** intake forms, clinical questions, vitals follow-ups
* **Billing queue:** claims, eligibility, prior auth referrals (clinical side)
* **Ops queue:** appointment changes, provider availability, anything else

If a task lands in the wrong sub-team filter, claim it anyway and use **Reassign Sub-team**. Don't reject.

### Quick rules

| Situation                                        | What to do                                                                       |
| ------------------------------------------------ | -------------------------------------------------------------------------------- |
| Two of you click Claim at once                   | First click wins. Second sees "Already claimed by \[name]".                      |
| You claimed it and need a break                  | **Unclaim**. Task returns to Unclaimed.                                          |
| Patient PROVISIONAL                              | Verify identity before any clinical action.                                      |
| Patient NOT\_FOUND                               | Don't process. Mark Blocked → "Patient resolution needed". Care Partner handles. |
| Wrong sub-team within Clinic                     | **Reassign Sub-team** (don't reject).                                            |
| Wrong pillar entirely (this isn't a Clinic task) | **Mark Rejected → "Wrong pillar".** Care Partner reroutes.                       |
| Substance abuse record (42 CFR Part 2)           | Extra audit logging applies. Verify consent before sharing.                      |
| Attachment failed                                | Refresh once, then `#ai-concierge-launch`.                                       |
| Task needs splitting                             | Escalate to Ryan.                                                                |
| P0 emergency                                     | Drop everything.                                                                 |

### What "good" looks like

* 3-5 min per task average for routine work
* Provider notes / clinical Q\&A may take longer. document time + reason
* 0 unclaimed P0s > 5 min
* Sub-team filters used by everyone

### When to escalate to Ryan

* Same AI error 3+ times in an hour
* 42 CFR Part 2 / consent question
* PHI exposure smell
* Patient safety smell
* Bug in the Clinic Landing Stage

### Report Bug (anything not right)

Click **Report Bug** anywhere in AllCare. The form auto-fills the task URL, then asks:

* **What happened wrong?**
* **What is the expected behavior?**

Add patient context if relevant. Submit fires to **`#concierge-bugs`** (team channel) and **Linear** (auto-created issue). Reviewed daily.

Use it any time something is not right. Bugs, comments, feedback.

<Tip>
  Wrong attachment, missing parameter, AI summary off, sub-team filter wrong? Report Bug. Wrong pillar entirely? Use **Mark Rejected → "Wrong pillar"**. Care Partner reroutes.
</Tip>

### What you are NOT responsible for

* Care Partner's dispatch decision (they own it)
* Communicating with the requester (Care Partner does this)
* Tasks in Pharmacy or Routing
* AI quality (4 PM review surfaces patterns)

***

*v1, May 3, 2026. Update with Day 1 learnings.*