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Triage and Prioritization

Healthcare-MD | playbook | Updated 2026-02-26

Tags

healthcare, triage, prioritization, operations

The fastest way to help is not “fix everything.” It’s to pick the highest-frequency pain that requires the least clinical judgment.

Score each candidate task (0–3)

A) Frequency

  • 0 = rare
  • 1 = weekly
  • 2 = daily
  • 3 = many times/day

B) Minutes per occurrence

  • 0 = <1 min
  • 1 = 1–3 min
  • 2 = 4–7 min
  • 3 = 8+ min

C) Clinical judgment required (reverse score)

  • 0 = high judgment / high stakes
  • 1 = moderate
  • 2 = low
  • 3 = mostly clerical / assembly

D) Risk if wrong (reverse score)

  • 0 = high harm potential
  • 1 = moderate
  • 2 = low
  • 3 = minimal (administrative)

Priority score

Priority = (A + B + C + D)

Start with the top 1–2 tasks. Ship a small fix. Measure. Repeat.

Good first targets (usually)

  • prior auth packet assembly
  • referral packet assembly
  • drafting patient message replies for common topics
  • visit note drafting from a structured outline
  • routine med refill protocol routing (rules + flags)

Bad first targets (usually)

  • denying care
  • high-stakes triage without clear ownership
  • anything that replaces consent conversations

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