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Guide · 03

Inbox Triage for Clinics

Route patient messages to the right hands — without dropping the urgent ones.

01

Why one inbox stops scaling

Once a clinic crosses ~80 messages/day, a shared inbox becomes a guessing game. Refill requests sit behind insurance questions. Urgent messages get buried under scheduling. Triage stops being intuitive and starts being random.

02

Three lanes, not one

Split incoming messages into Clinical, Admin, and Billing. Each lane gets its own SLA, its own approver pool, and its own escalation path. Anything urgent or safety-sensitive routes straight to a clinician with no draft attached.

03

Drafts, not auto-sends

A reply suggestion is helpful. An auto-sent reply is a liability. Every drafted response should land in a review queue with the source message visible, the chart context cited, and an explicit Approve / Edit / Reject control.

04

Configure routing your way

Refill requests can route to a pharmacy tech queue. Insurance questions to billing. Form completion to the front desk. The point is to match the work to the right hands — not to centralize everything on one person.

05

Measure what matters

Track median time-to-first-response, percent of messages closed in one touch, and overdue count by lane. Vanity metrics like total messages handled don't tell you whether patients got the answer they needed.

Next step

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