> ## 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.

# Routing Job Aid

> Day 1 job aid for the Routing team.

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

**Login:** AllCare → Routing Landing Stage
**Slack:** `#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)

Care Partner gets auto-notified.

## Bottom half: cheat sheet + edge cases

### 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 scheduling transport.                                        |
| Patient NOT\_FOUND                           | Don't dispatch. Mark Blocked → "Patient resolution needed". Care Partner handles.   |
| AI extracted wrong destination / time window | Mark Blocked → "AI extraction error". Note the correct value. Care Partner handles. |
| Attachment failed                            | Refresh once, then `#ai-concierge-launch`.                                          |
| Wrong pillar (not a Routing task)            | **Mark Rejected → "Wrong pillar".** Care Partner reroutes.                          |
| Multi-leg trip / multiple bookings needed    | Escalate to Mina.                                                                   |
| P0 emergency (medical transport)             | **Drop everything.** Dispatch first, document second.                               |

### 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?**

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 destination, missing time window, AI summary off, mobility note dropped? 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 Clinic
* AI quality (4 PM review surfaces patterns)

***

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