Share
Share Types
Action types define what staff can launch. A packet is one possible payload.
| Type | Payload | Owner | Readiness |
|---|---|---|---|
| New Patient Intake | Intake packet | Patient Services | Needs Attention |
| Insurance Request | Insurance card upload | Insurance desk | Blocked |
| Recall Scheduling Link | Booking link | Front desk | Ready |
| Appointment Confirmation | Confirm or reschedule action | Patient Services | Needs Attention |
| Emergency Booking Link | Priority booking link | Front desk | Blocked |
Message Templates
Templates support staff actions but do not create a generic messaging product.
- New patient intake request
- Static template
Used when a staff member launches a Share action.
- Insurance card refresh
- Static template
Used when a staff member launches a Share action.
- Appointment confirmation
- Static template
Used when a staff member launches a Share action.
- Recall scheduling invite
- Static template
Used when a staff member launches a Share action.
Follow-up Rules
Work Queue receives exceptions or human-action items only.
- New Patient Intake
- Only if incomplete 24h before appointment
Successful sends, routine shares, and timeline events do not become queue work.
- Insurance Request
- Only if upload fails or card is missing
Successful sends, routine shares, and timeline events do not become queue work.
- Recall Scheduling Link
- Only if patient requests help
Successful sends, routine shares, and timeline events do not become queue work.
- Appointment Confirmation
- Only if no response inside rule window
Successful sends, routine shares, and timeline events do not become queue work.
- Emergency Booking Link
- Only if blocked by provider/resource fit
Successful sends, routine shares, and timeline events do not become queue work.