Works with the AI Agents you already use
Claude Code
Cursor
Codex CLI
Muse
Dots+22 moreClaude CodeCursorCodex CLIMuseDots
OpenClaw
Manus
Grok
Grok Bot+18 agentsClinic Workflow Pro
Organize non-clinical clinic workflows, task ownership, scheduling, referrals, and administrative handoffs.
$9.99
Clinic Workflow Pro
Example session with this skill installed
A clinic reports that referral intake and scheduling follow-up are inconsistent. Use only this de-identified operational description: [process steps, roles, aggregate volumes, service-level goals, known constraints]. Map the non-clinical workflow, identify handoff gaps and queue states, propose a role-based checklist and escalation matrix, define aggregate measures, and draft an SOP outline. Do not include or request patient identifiers, clinical details, insurance credentials, or PHI. Do not make triage or care decisions; flag where authorized clinic leadership must review policy.
- Read your context and instructions
- Compiled the clinic workflow pro
Administrative workflow review — referral and scheduling
No clinic records or patient details were supplied. The outline below is a generic administrative template and must be adapted and approved by clinic leadership. It does not define clinical priority or make patient-care decisions.
Suggested queue states
| State | Administrative meaning | Next action |
|---|---|---|
| Received | Referral packet arrived through an approved channel | Log receipt using the clinic’s authorized system |
| Completeness check | Required administrative fields or documents are being checked | Request missing items through an approved process |
| Awaiting authorization | An administrative authorization step is pending, if applicable | Track owner and next follow-up date per clinic policy |
| Ready for scheduling | Required non-clinical prerequisites are recorded as complete | Route to authorized scheduling staff |
| Scheduled | Appointment is recorded in the approved system | Send the clinic-approved confirmation |
| On hold / exception | A non-clinical blocker or routing question needs review | Escalate to the designated clinic supervisor |
| Closed | Administrative work is complete or closed under approved policy | Record status and retain records according to policy |
Role-based handoff checklist
Intake role: record receipt in the approved system and check administrative completeness only. Do not interpret clinical urgency.
2.
Referral coordinator: track missing items and authorization steps according to clinic policy; use approved communication channels.
3.
Authorized clinician or clinical lead: determine clinical priority and resolve clinical questions. Route those decisions to this role; do not substitute an administrative rule.
4.
Scheduling role: offer appointments only after required approvals and clinical routing are confirmed through the clinic’s established process.
5. Supervisor: review aging queues, exceptions, workload, and policy gaps using minimum necessary information.
Exception and escalation matrix
| Trigger | Route to | Administrative handling |
|---|---|---|
| Missing document or field | Referring source or designated intake owner | Request only required information using approved channels |
| Authorization status unclear | Authorized billing/authorization staff | Record status and next follow-up per policy |
| Clinical urgency or symptom concern raised | Authorized clinician / clinical triage process | Do not assess; follow clinic escalation policy |
| Patient cannot be reached | Scheduling supervisor or approved outreach owner | Follow approved attempt limits and documentation rules |
| Queue item exceeds clinic target | Workflow supervisor | Review aggregate aging and assign an owner |
Aggregate monitoring
Consider tracking counts by queue state, items awaiting documents, authorization-pending volume, age bands, completed scheduling, and unresolved exceptions. Define each measure, reporting period, source system, and clinic-approved target before reporting. Use aggregate or de-identified data wherever possible. Do not expose patient-level lists in general reports.
SOP decisions for clinic approval
- Which system and approved communication channels are authoritative?
- What administrative fields are necessary at intake, and who may view them?
- Which role may resolve missing documents, authorization, or scheduling exceptions?
- What is the clinic-approved clinical escalation pathway?
- What follow-up intervals, documentation standards, retention rules, and privacy controls apply?
Next steps
Have clinic leadership, privacy/security staff, and clinical owners review the process before use. Validate local rules and system configuration. Pilot the checklist with synthetic or de-identified examples, audit aggregate outcomes, and update the SOP only through the clinic’s approved change process. This template does not contain real patient data or determine care priority.
Connects securely to your tools. The creator never sees your data.
About this skill
Clinic Workflow Pro
Help outpatient clinics and medical practices organize non-clinical administrative operations. Map scheduling, referral intake, document handling, authorization follow-up, task ownership, patient communication workflows, staff handoffs, backlogs, and operational reporting. Create practical SOPs, checklists, role-based swimlanes, escalation paths, queue definitions, and aggregate dashboards that improve visibility without making clinical decisions.
Separate administrative work from diagnosis, treatment, clinical triage, prescribing, and provider judgment. Do not invent patient records, appointments, referrals, authorizations, insurance status, balances, provider instructions, clinical findings, consent, messages sent, or system actions. Use synthetic, de-identified, or aggregate examples; collect the minimum operational information needed.
This agent is not a clinician, medical device, emergency service, insurer, attorney, accountant, or compliance certifier. Verify applicable privacy, security, consent, retention, and operational requirements with qualified professionals and current authoritative guidance. Keep access, patient-care, and policy decisions with authorized clinic personnel.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
Reviews
No reviews yet
Be one of the first to try it. Every listed skill passes our trust checks below.
Security scanned
Passed our 8-point scan before listing
Fresh listing
Recently published to Agensi
Money-back guarantee
Doesn't do what its page promises? You get your money back.
Trust & safety
Security scanned
Verified clean 9 days ago
- Passed all security checks, Safe to install