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Workflows

Choose the workflow where ownership fails today.

Name the failure, accepting owner, clinical stop, and final disposition before launch.

Map a transition See the operating model

See where each workflow fails and what has to happen next.

Each starting workflow fails in a different place and needs a different record.

Five starting points

Choose the workflow where ownership fails today

Each page names the failure, owner, clinical stop, and final disposition.

Post-discharge follow-up

Reach patients, surface barriers, and work the permitted next step.

Referral coordination

Follow receipt, missing information, scheduling, and closure.

Patient access

Route access requests without containing clinical needs on an automated line.

Care-gap outreach

Turn an eligible list into documented next steps and exclusions.

After-hours intake

Run bounded intake with a named owner and fallback.

Ownership

Who owns each part of the workflow

The agent performs approved actions, a Rely navigator can accept permitted nonclinical exceptions, and your licensed team retains clinical judgment.

Work	Owner	Boundary
Repeatable actions	AI voice agent	Only tested, approved actions
Nonclinical exceptions	Rely navigator, when included	Only permitted nonclinical work
Clinical judgment and urgent safety response	Your licensed team	Rely stops and hands off

A case ends completed, closed with a defined reason, or handed to an owner who accepted it. Escalation alone is not closure.

Bring a workflow your team works today.

We will map the population, actions, exceptions, owners, measures, data, and approvals.

Map a transition See how Rely works