Workflow · Patient Inbox Triage
A portal inbox that doesn't follow you home.
Each message is categorized, urgency-scored, and given a draft reply with the chart context the clinician would have pulled anyway. They review, edit, and send.
INWhat CliniLoom reads
- Portal patient messages
- Inbound SMS
- Voicemail transcripts (optional)
- Patient chart, last visit, medications
OUTWhat CliniLoom prepares
- Category (refill, scheduling, clinical, billing, admin)
- Urgency score with reasoning
- Suggested owner (clinician, nurse, front desk)
- Reviewable draft reply with citations
FLOWStep by step
01 · SYSTEM
Message arrives
02 · AI
Categorize + score urgency
03 · AI
Pull chart context
04 · AI
Draft reply
05 · STAFF
Owner reviews + edits
06 · STAFF
Send + audit log
EXReviewable example
AI · drafted · high confidenceSource: Portal thread #11402
Refill — atorvastatin · Thomas Green
Last fill 31 days ago, lipid panel within range 8 weeks ago. Suggested response: 90-day refill, send to preferred pharmacy, schedule lipid recheck in 6 months.
ApproveEditEscalate
SAFEGuardrails
- No message is auto-replied. A human always reviews and sends.
- Suspected urgent or risk language is escalated to a clinician immediately.
- Every draft cites the chart fields it used.
In CliniLoom
Inbox Triage
The module where this workflow lives in your CliniLoom workspace.