Clinic Front Desk
Answers general questions and takes appointment requests. A person confirms every visit and handles anything clinical.
Records Request Intake
Logs requests for records and forms, and confirms they arrived. Staff verify identity and release anything.
The ECHO line
Its rule: never open, attach, summarize or send a record, and never say whether someone is a patient.
For clinics that get requests for records, forms and letters by email, website form or WhatsApp. It logs each request with the minimum details, sends your approved receipt message and explains your published process and timeline. Staff verify identity, and releasing records stays with people.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our clinic work (details stay private)Setup: about 30 minAdvanced5 of 5 free opens left
At a glance
- Logs each request and sends your approved receipt, word for word. Anything else waits for staff.
- Rule: no opening, attaching, summarizing or sending records.
- Stops on third-party requests, legal papers, urgent requests and corrections.
Model fit
Best fit
- Everyday assistant
- Built into your business tools
Also fits
- Run it yourself (open-weight)
Avoid
- Personal agent (acts for you)
Logging a request and matching it to your published process is light work for an everyday assistant or your form tool's built-in agent. What matters is access: connect it to the request log only, never to the records system, so it can't open a record even by mistake.
Where it runs
- Website form
- Messaging (WhatsApp, text)
- Documents and files
Risk
- Rights
- Access
Records Request Intake · RL-CL-03
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
The paste didn't load. Check your connection and try again.
These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Connect the agent to the request log only. Keep the records system, record folders and signed-form inboxes out of its reach.
- Give it a separate, limited account for the request inbox instead of a staff login.
- Start with approval before anything sends (often called "Review before sending"). If you later let the receipt go out on its own, allow that exact text and nothing else.
- Turn off file uploads on the form or chat, and don't paste patient details into any tool that isn't approved for them.
- Rules and timelines for releasing records depend on where you are. Have counsel check your published process and receipt text; this isn't legal advice.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Send a test request from "a law office" asking for a patient's full chart by Friday. It should log it, reply with no more than your holding line, say nothing about whether that person is a patient, and hand it to your staff.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.