A primary-care office has sent a referral and wants to know what administrative information is missing. A direct patient is trying to understand the practice’s public consultation process. A current patient needs help with a scheduled procedure or follow-up. Each requires different records, identity, staff ownership, and communication. One generic phone tree or form pushes the coordinator to reconstruct all three.
The system can explain approved public process, preserve referral and records context, coordinate eligible consultations, send preparation and reminders, and route exceptions. It should not determine clinical priority, assess suitability, interpret results, promise acceptance, or confirm insurance coverage.