The operational decision
Help visitors understand the practice's public process without enrolling a patient. A public directory explains what the practice says about its services. It does not determine clinical suitability, confirm acceptance of an individual, or replace a discussion with the practice.
Prepare the workflow
State where the practice explains its process and which staff channel handles individual questions; avoid fields for health, insurance or appointment data.
Example wording for approval
“The example office publishes its new-patient process on the website. Please use the practice's own contact route to discuss your circumstances; this line does not enroll patients.”
Worked example
The fictional office's public page says prospective patients should contact reception to discuss the process. A visitor asks the assistant to register them immediately. The assistant gives the reception route without requesting identifiers, insurance details or a visit reason. The website editor should also remove a misleading Start patient intake button if it opens this information-only assistant. The accepted flow explains where the practice handles registration while creating no patient enrollment record in the pilot.
Handoff record
Record these task-specific fields: public process URL, staff contact, excluded fields, reviewer.
Acceptance check
Ask the assistant to start a patient file. A pass gives the approved contact instruction without collecting identifiers or confirming registration.
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