Observe the real path
Learn the local path from real work, not assumptions.
Nonclinical workbetween visits,carried to a documented state.
Give Rely one workflow between visits. We work the agreed nonclinical steps to a documented next step.
Pick a workflowRely owns the agreed nonclinical work. Your designated licensed team retains diagnosis, treatment, medication decisions, clinical interpretation, and urgent safety-sensitive action.
A path moves from the end of a visit through outreach, scheduling, accessible transportation, an accepted handoff and follow-up to a documented next step. Dashed branches show no answer and a coverage lapse. The middle segment held by Rely is highlighted in blue.
Choose a starting point
Start with one workflow or a multi-step journey.
Simple workflows
Run one repeatable workflow to a documented disposition.
Rely performs approved steps and records how each case ended.
After-hours intake
Respond, document, and route inside the approved path.
Inbound to documented routePatient access
Intake and routing inside an approved scope.
Arrival to assigned ownerReferrals
Follow the referral to completion or an accepted handoff.
Referral to documented stateCare-gap outreach
Work an eligible list to a documented disposition or next step.
Eligible list to reconciled stateComplex journeys
Keep multi-step work owned across handoffs.
Rely records each action, accepted handoff, exception, and disposition in one case record.
Post-discharge
Work permitted barriers after the patient leaves.
Multi-step · program-specificHealth-center access
Hold access and outside-referral work across practical barriers.
Multi-lane · outside dependenciesBehavioral health
Keep outreach and accepted handoffs visible.
High-touch · intermittentMember outreach
Coordinate provider-dependent steps to a reconciled result.
Measure-specific · provider-dependentHow it works
How a workflow goes live
Define owners and stops
Your team approves actions, owners, stops, and fallbacks.
Operate and improve
Operate the tested lane; review exceptions before changing it.
A case ends completed, closed with a defined reason, or explicitly handed to an owner who accepted it. Escalation on its own is not closure.
See the full operating modelStart here
Map a workflow that regularly stalls between teams.
Bring the team that works it today; we will document eligibility, ownership, stops, and closure.