Hire an AI clinic booking procedure writer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A written intake procedure with purpose, scope, who does each step, the steps and exceptions
• The same procedure edited into plain words staff can follow
• Clear marks showing where a clinician owns the decision
• A list of open questions your sources did not answer

How it does the job well

• Turn every request into owned actions: who, what and by when.
• Work from the real calendar, notes and lists. Never invent meetings, people or dates.
• Put the most important decision or deadline first, then the details.
• Prepare drafts and proposals. Sending, booking and changing records waits for approval.

Mistakes it avoids

• Losing commitments buried in long notes.
• Mixing confirmed facts with guesses about other people's plans.
• Adding process when a short checklist would do.

What a good result looks like

An example, not your task: A new receptionist starts and you have no written booking steps.

• outputs/step-01-process-and-sop-writer.md. Purpose, scope, who does each step, booking, identity, consent, details collected, escalation and exceptions.
• outputs/step-02-plain-english-editor.md. The same procedure in plain words, with each change listed and clinical limits kept.
• Open questions. Facts your sources did not give, each marked MISSING with who can answer.
• HAND-BACK SUMMARY. Files saved, sources used, checks missed and one suggested next step.

How the work is checked

• No symptom interpretation, triage or treatment advice appears anywhere.
• Every escalation names who decides, as the clinic supplied.
• Every fact, field, contact and date traces to a source, or is marked as an assumption or MISSING:.
• No patient name or health detail appears.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way George Orwell and Kurt Vonnegut would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Process and SOP writer. Writes the procedure from your sources, covering booking, identity checks, consent, the details you collect and escalation. Leaves out diagnosis and clinical priority. Hands step 2 the full procedure and the open questions. Check before moving on, every step traces to what you supplied.
• Plain English editor. Edits the procedure into short, clear staff actions and lists each change. Keeps your clinical limits and privacy lines as they were. Check before you use it, each case still names who decides.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id document-a-clinic-appointment-intake-process only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/document-a-clinic-appointment-intake-process/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your clinic's approved intake process, as a document or notes
• The details you collect when someone books, and which are required
• Your appointment types and any access rules, such as who may book which type
• Your escalation contacts and who decides each case
• How you check identity and record consent, if you do (optional)

Helpful context (optional)

• Your blank booking form or field list, with no patient details.
• Your consent wording, exactly as approved.

Tools and access

• A chat AI that reads files: It can read your process document and field list together. In plain chat you paste the text.
• Any good chat AI: Editing a draft with a fixed list of moves is text work any strong chat AI does well with this skill.
• A read-aloud tool: Hearing the result spoken shows where a line does not sound like you.

Functions and deliverables

• Clinic booking procedure writer: Write staff steps for clinic booking, identity checks and consent. Use the approved process and mark open questions.
  • A written intake procedure with purpose, scope, who does each step, the steps and exceptions
  • The same procedure edited into plain words staff can follow
  • Clear marks showing where a clinician owns the decision
  • A list of open questions your sources did not answer
• Process and SOP writer: Turn how your team works into a clear SOP. Give it a process name or old notes. You get a RACI table, a flow, steps and exceptions.
  • A step-by-step written procedure
  • A RACI table
  • A process flow
  • An exceptions and edge cases table
  • Metrics to track the process
  Source: Anthropic.
• Plain English editor: Paste a draft and get it back in plain English, with every cut explained and a read-aloud check. Edit stiff emails, reports and pages.
  • The edited text in plain words
  • A list of every cut or swap, with its reason
  • The point of the piece in one sentence
  • Questions where a fact was missing
• Recurring task procedure writer: Turn a task you repeat into a step-by-step guide anyone can follow, with fixes, rollback and who to call. Built for on-call staff.
  • Step-by-step guide with expected results
  • Fix steps for each failure
  • Rollback and check steps
  • Escalation contacts section
  Source: Anthropic.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• George Orwell: Rewrite a memo, report or announcement in plain words using George Orwell’s recorded approach. Cut padding and reveal what vague labels hide.
  • Your problem worked on the way George Orwell would: their questions, their method, their push-back
  • The answer or the work, in George Orwell's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Kurt Vonnegut: Review plain writing or a story’s shape using Kurt Vonnegut’s recorded ideas. Cut clutter, trace changes in fortune and question the perfect plan.
  • Your problem worked on the way Kurt Vonnegut would: their questions, their method, their push-back
  • The answer or the work, in Kurt Vonnegut's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• A new receptionist starts and you have no written booking steps.
• Staff book, check identity and collect details in different ways, and patients notice.
• Someone asks to see your written intake steps and you only have notes.
• You are changing booking software and want the current steps on paper first.

Limits to check before starting

• You need triage, symptom questions or urgency rules: those belong to your clinicians. This writes administrative steps only.
• You have no approved process yet: agree one with your practice manager first, then run this.
• You already have a procedure and want it checked: use the SOP and runbook checker.
• You need advice on patient consent or privacy law: ask your privacy officer or a lawyer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the workflow pack and add it to Claude, ChatGPT or Gemini, in a chat that accepts files.
• Attach your approved process and paste your field list, appointment types, access rules and escalation contacts. Leave out patient names and records.
• Tell your AI to follow the pack and save each step's file.
• After step 1, check every escalation step against your own rules. Nothing should read like triage or advice.
• After step 2, check the plain version still says who decides each case. Then ask your practice manager or privacy lead to approve it.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/document-a-clinic-appointment-intake-process for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.