Front desk / portal routing

Portal request? Classify it before you send it.

This card does not prescribe a universal routing build. Fill in the destinations your organization has approved, then use the same routing language across the front desk.

STOP / SEND

First classify the request

Activation / new account

Proxy / caregiver access

Message-status question

Records request

Technical error

Billing request

Clinical question

Local routing map

Portal support

Clinical messages

Records

Billing

Referrals

Identity / access escalation

Technical errors

Aging threshold

Neutral staff script

“Let me identify the request type so it reaches the correct team. I can help with the categories our front desk is authorized to handle. Other requests will go through our approved routing process.”

Stop rules: Do not send the same request to multiple teams to increase visibility. Do not bypass identity-verification procedures. Do not copy patient messages into outside tools. Clinical, security and urgent patient-care matters stay inside authorized organizational channels.