Administrative Assistant: high-yield desk drill

The rule

Non-clinical. Capture and route. Do not give advice, snoop, or invent policy.

Next step

If the rule is silent, ask the named owner. Same-name patients need a third identifier.

Never miss

• Personal email is not ROI.
• A subpoena goes to HIM or privacy.
• No-shows are recovered, not deleted.
• Open loops need a next date.

Traps

• Looking up a celebrity appointment.
• Copying the last patient's prep onto a new order.
• Changing a medication dose.

Shortcuts

• Approved channel.
• Written policy or ask.
• Inbox to named owner.

Terms

• Scope. Scheduling, intake, records, routing. No diagnosis, no prescribing.
• Approved channel. The clinic's designated phone, portal, or mail path.
• Open loop. A task with no next date and no owner.

Memory hooks

• CAPTURE-ROUTE-ASK. Write, send, do not invent Admin desk.