Use case · Task Management

The work between appointments, actually finished.

Results to action, letters to file, forms to complete, calls to return. Every task created, prioritised, drafted and routed — with the ones a person must sign arriving ready to sign.

64%
Of tasks closed without a human
2.3 hrs
Inbox time returned per clinician daily
100%
Tasks with an owner and a due time

In the product

Clinical inbox — duty queue

Working
  1. HL7 result 11:04 · Anne-Marie K. · 77 · U&E · ordered for ACE monitoring

  2. Potassium 6.4 mmol/L · critical high · previous 5.1 (Feb) · trend attached

  3. Primum

    Priority: critical. Duty clinician paged. Drafting patient contact and holding the ramipril prompt.

  4. Escalation ladder armed: 5 min duty → 10 min second on call → 15 min practice manager

  5. Primum

    Patient called 11:06: advised not to take this morning's ramipril, repeat bloods arranged 13:30 today.

  6. Acknowledged 11:08 · Dr Cassidy · task assigned, plan recorded

Task 14092

Source
HL7 ORU · lab interface
Value
K+ 6.4 mmol/L
Priority
Critical — 15 min SLA
Patient contacted
11:06 · advice given
Repeat bloods
Today 13:30
Owner
Dr Cassidy · acknowledged

Closed 11:31 · chart updated · ramipril held pending repeat

A critical result moving through the task queue

Overview

The inbox is where a practice's real backlog lives.

  • Tasks are created by events, so nothing depends on somebody remembering.
  • Priority is clinical, not chronological — an abnormal result outranks a form.
  • Drafted responses and letters arrive ready for a signature, not a blank page.

Appointments are visible, funded and measured. The work around them is not: the result that needs an action, the discharge letter that needs coding, the insurance form that needs completing, the three patients who need ringing back. It lands in an inbox, it has no clock, and it is the first thing to slip on a busy day.

Primum treats that work as a queue with rules. Tasks are created from the events that generate them, prioritised clinically rather than by arrival order, drafted against the record, and routed to whoever can close them. What genuinely needs a clinician arrives as a decision with the evidence attached — and what does not, never reaches one.

Capabilities

What sits in an inbox, and what happens to it

Four kinds of work, each with a different reason it stalls.

  • Results, actioned not just filed

    Every result is read against the reason it was ordered and the patient's history. Normal and expected results are filed with the patient informed; abnormal ones are prioritised by how far out of range they are and routed with the trend attached.

  • Letters read and coded

    Discharge summaries, clinic letters and reports parsed into coded problems, medication changes and follow-up actions — each one becoming its own task with its own owner.

  • Forms drafted from the record

    Insurance forms, sick notes, disability and school letters completed from the chart and presented for signature, with every field traceable to the source it came from.

  • Ownership, not a shared pile

    Every task has one owner, a due time and an escalation path. Nothing sits in a group inbox where responsibility is everybody's and therefore nobody's.

How it works

Event to closed task

The queue is worked continuously rather than emptied at the end of a clinic.

  • Arrives
  • Decided
  • Done
  • Returned
  1. 01

    Event lands

    A result, a letter, a form request, a missed call, a failed delivery. Each one becomes a task with the patient, the source and the context attached.

    HL7 / inbox / telephony

  2. 02

    Read and prioritised

    Content interpreted against the record and the reason it exists, then banded clinically — critical, same-day, routine or administrative.

    Clinical priority

  3. 03

    Drafted

    The response, letter or chart entry prepared against the record and verified character by character before anybody is asked to look at it.

    AHR verified

  4. 04

    Routed or closed

    Closed outright where your protocol allows, or routed to a named owner with a due time and an escalation if it is not actioned.

    Owner + SLA

Benefits

The inbox stops being a source of risk

An unread abnormal result is the most common serious incident in general practice. This is aimed squarely at it.

  • Critical results cannot sit

    A critical value creates an escalating task that cannot be silently deferred: it goes to the duty clinician, and if it is not acknowledged it goes further.

  • Signing, not writing

    Letters and forms arrive drafted from the record. The clinician's job becomes review and signature rather than composition from a blank page.

  • The backlog becomes visible

    Volume, age, owner and breach risk per queue, live. Managers see where work is accumulating before it becomes a complaint.

In practice

Four tasks, four endings

A single hour's worth of a clinician's inbox.

  • Potassium 6.4

    Critical, 4 min

    Flagged immediately, duty clinician paged, patient called and advised, and the task escalates automatically until acknowledged.

  • Normal thyroid function

    Closed, no touch

    Expected result for a monitored patient. Filed, coded, patient texted the result and the next due date.

  • Discharge summary, 4 pages

    3 tasks created

    Two medication changes reconciled, one new problem coded, a follow-up appointment booked — each as its own owned task.

  • Insurance form

    Drafted for signature

    Eleven fields completed from the chart, each traceable to its source. On the GP's signature list in ninety seconds.

Let us read one day of your inbox

One clinician, one day. We will show you which items would have closed themselves, which would have arrived drafted, and how much of the day would have been left for the patients in the room.