Print this. Keep it on your desk. One page.
#ai-concierge-launch
Pillar Champion: Mina
P0 escalation: page Mina + Sakr direct
Your one queue
Tasks Pool. Routing. Scheduling, transport, dispatch logistics. Tasks dispatched to Routing by a Care Partner land here. You see only Routing tasks.Top half: the 5-step happy path
1. Open the Routing 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 or by facility. Each row shows:- Patient (VERIFIED / PROVISIONAL / NOT_FOUND)
- Task type + subtype (transport request / scheduling change / dispatch / availability check / etc.)
- Urgency (P0 / P1 / P2 / P3)
- Source (fax, email, portal)
- Facility / location context
3. Claim it
Click Claim. Task moves to your My Tasks.4. Do the work
- Open the task.
- Read the AI summary.
- Download attachments (schedules, intake forms, transport docs).
- Check parameters (origin, destination, time window, mobility needs, vehicle type).
- Do the routing / scheduling work the way you always have.
5. Mark done
Click Mark Done. Pick an outcome:- Completed (transport scheduled, route confirmed, dispatch acknowledged)
- Blocked (waiting on driver / facility / patient. pick reason)
- Rejected (cannot complete. pick reason)
Bottom half: cheat sheet + edge cases
Quick rules
What “good” looks like
- 3-5 min per scheduling task
- Multi-stop / complex routes: longer is fine, document time
- 0 unclaimed P0s > 5 min
- Slack channel for any operational hiccup
When to escalate to Mina
- Same AI error 3+ times in an hour
- Anomaly in routing logic (wrong vehicle type assigned, wrong service area)
- Carrier / vendor outage
- PHI exposure smell
- Patient safety smell
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
- Care Partner’s dispatch decision (they own it)
- Communicating with the requester (Care Partner does this)
- Tasks in Pharmacy or Clinic
- AI quality (4 PM review surfaces patterns)
v1, May 3, 2026. Update with Day 1 learnings.