Reference eligibility: eligible — Organization/practitioner describes its own work, rather than selling the featured tool; retain as reported practice with evidence limits, not measured effectiveness.
This is a retained audit record, not an eligible reference example. Inspect source eligibility.
operations/referral intake / XOPS-12
Mayo Clinic converts referral documents into a reviewed cover sheet
Referral staff use generated document summaries as a checked handoff artifact instead of scanning every fax page.
practitioner-reported · reported-ai-practice · Source account, not a validated implementation
What goes in
- Referral document packet
What comes out
- Reviewed cover sheet
- Forwarded referral
Documented sequence
Order described in the source account; not a sequence between pattern families.
- Receive referral documents
- Extract information across documents with generative AI
- Summarize into a cover sheet
- A Mayo staff agent reviews accuracy
- Forward the reviewed item to the next process step
Checks described
- Staff accuracy review
What changes with context
- Reported launch July 2024; source includes promotional storytelling
- The broader system also flags urgency; that clinical-risk function is outside this case
Shared patterns · provisional interpretation
-
Assemble grounded evidence
Distributed source material → traceable retrieval, synthesis, or a decision-ready evidence packet
-
Draft and adapt a constrained artifact
A brief, source, or existing artifact → a usable draft or adaptation meeting explicit audience, format, or content constraints
Fit: fit. Post-codebook exploratory independent review; not held-out validation or observed execution
Could this transfer?
Hypothetical: a grant office could summarize an application packet into a staff-checked intake cover sheet.
Limit: Compression can hide consequential omissions; the original packet and qualified review remain necessary.
Evidence limits and unknowns
Operational fields paraphrase the cited report, not independent observation or a recommended procedure. Unknown or unspecified controls are not filled in. Structural motifs, candidate pattern, transfer example, transfer limit, knowledge-work boundary and codebook challenge are analyst interpretations. Reported outcomes are not independently verified.
- Exact extracted fields
- Review rubric
- Error and omission rates
- Page publication date
Source eligibility and effectiveness
Allowed use: process reference with explicit limits . Source eligibility is not proof of effectiveness, safety or transferability.
Review attribution: AI-assisted source review · 2026-10-18T03:26:44.526806+00:00.
- Eligibility, where granted, permits a process reference only; it is not proof of usefulness, causal effectiveness, safety, or transferability.
- No workflow software executed, no video playback independently observed, and no outcomes independently measured by this audit.
- Exact extracted fields
- Review rubric
- Error and omission rates
- Page publication date
- Compression can hide consequential omissions; the original packet and qualified review remain necessary.
Source and dates
How Intelligent Automation Is Transforming Patient Referrals ↗ · First-party staff interviews
- Published
- Unknown
- Updated
- Unknown
- Checked (UTC)
- 2026-10-18T03:15:00Z
reported_system_launch_month: 2024-07
Body explicitly states July 2024 launch. URL includes 2026/06 but no displayed publication date was established; URL date is not promoted to publication metadata.
verified event date only · Date evidence ↗