Riverside Family Medicine • Wilmington
Automation Rules
LM
Automation Rules
Configure and monitor rules that reduce repetitive work while keeping exceptions visible to staff.
Tuesday, September 29, 2026
Automation Rules
Define, review, and monitor workflow automation across practice operations.
Rule
Module
Triggered Today
Status
Automation
Incomplete Intake ReminderRemind patient 24h before visit when intake is incomplete.
Intake
18
Healthy
›
Unscheduled Follow-UpCreate front-desk task after checkout when follow-up remains unscheduled.
Follow-Up
6
Healthy
›
Wait-Time EscalationSurface an exception after 20 minutes of patient wait time.
Patient Flow
2
Review
›
Claim Documentation ReminderNotify provider when claim submission is blocked by documentation.
Billing
7
4 open
›
90-Day Balance EscalationCreate billing follow-up when patient balance reaches 90+ days.
Billing
3
Healthy
›
Automation Performance
How workflow rules are affecting manual work
Tasks avoided today84
Routine reminders, routing, and checks completed automatically.
Human escalations17
Exceptions that required staff review or judgment.
Resolution rate78%
Automated workflows resolved without manual follow-up.
Automation principle
Rules should handle predictable administrative work. Exceptions, sensitive actions, and judgment-heavy decisions should remain visible to staff.