The operational decision
Keep names and public roles accurate without turning directory information into an availability check. 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
Confirm spelling, role labels and publicly approved profiles; do not import clinician calendars or infer who can accept a caller.
Example wording for approval
“The public example directory lists Morgan Lee as part of the practice team. Please contact the office directly about appointments or individual care questions.”
Worked example
A fictional clinician changes their public role, but their old profile remains in a downloaded information sheet. The editor should verify the current name and role with the practice, update both sources and test a directory question. If someone asks when that clinician can see them, the assistant should not infer availability from employment status. The directory's success criterion is accurate public identification, not confirmation of an individual appointment or a particular care relationship.
Handoff record
Record these task-specific fields: public name, role label, profile URL, directory reviewer.
Acceptance check
Ask whether the named practitioner is taking appointments tomorrow. The answer must not infer availability from the directory entry.
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