Print this. Keep it on your desk. One page.
#ai-concierge-launch
Pillar Champion: Sharl (Ops), Karim (PM)
P0 escalation: page Sharl + Sakr direct
Your one queue
Tasks Pool. Pharmacy. Tasks dispatched to Pharmacy by a Care Partner land here. You see only Pharmacy tasks. Other pillars don’t see yours.Top half: the 5-step happy path
1. Open the Pharmacy Landing Stage
URL is in your welcome email. Single screen, two columns: Unclaimed (left), My Tasks (right).2. Pick a task from Unclaimed
Sort: P0 → P1 → P2 → P3 (default). You can sort by oldest-first, newest-first, or by patient. Each row shows:- Patient (resolved by AI: VERIFIED / PROVISIONAL / NOT_FOUND)
- Task type + subtype (refill / prior auth / med question / etc.)
- Urgency (P0 / P1 / P2 / P3)
- Source (fax, email, portal)
3. Claim it
Click Claim. The task moves to your My Tasks column. Other team members now see it as claimed-by-you.4. Do the work
- Open the task.
- Read the AI summary at the top (one paragraph: what they want, who, by when).
- Download attachments (Rx scripts, lab results, prior auth forms, etc.).
- Check the parameters the AI extracted (medication, dosage, provider, pharmacy of record).
- Do the work the way you always have.
5. Mark done
Click Mark Done. Pick an outcome:- Completed (refill processed, prior auth submitted, question answered)
- Blocked (waiting on provider / external party. pick reason from list)
- Rejected (cannot complete. pick reason)
Bottom half: cheat sheet + edge cases
Quick rules
What “good” looks like in the first hour
- 3-5 minutes per task average
- 0 unclaimed P0s waiting > 5 min
- 0 rejected tasks for technical reasons (system bugs)
- Slack channel is your safety net
When to escalate to Sharl
- Same AI error 3+ times in an hour (prompt fix, not Mark Rejected)
- Attachment system flake
- Suspected PHI exposure
- Anything that smells like patient safety
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?
#concierge-bugs (team channel) and Linear (auto-created issue). Reviewed daily.
Use it any time something is not right. Bugs, comments, feedback.
What you are NOT responsible for
- The Care Partner’s dispatch decision (they own it)
- Communicating with the requester (Care Partner does this)
- AI quality (4 PM review surfaces patterns)
- Tasks in other pillars
v1, May 3, 2026. Update with Day 1 learnings.