Perform clerical work in medical settings
Most of the output can be produced by software today.
This is the most automatable shape of work there is, and also the shape that most needs a live connection to the system the record lives in. Without that connection an agent can prepare the entry but cannot file it.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Recording, documentation and administration |
| Jobs that do it | 23 occupations |
| Tool categories that apply | Tools and auth, Builders |
| O*NET activity | Performing Administrative Activities (4.A.4.c.1) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 23 occupations that perform it.
- Register protocol patients with appropriate statistical centers as required.
- Perform administrative or business management tasks, such as scheduling appointments, accepting payments from clients, budgeting, or maintaining business records.
- Perform general administrative tasks, such as scheduling appointments or ordering supplies or equipment.
- Perform clerical duties, such as scheduling exams or special procedures, keeping records, or archiving computerized images.
- Perform general administrative tasks, such as answering phones, scheduling patient appointments, or pulling and filing films.
- Receive written prescription or refill requests and verify that information is complete and accurate.
- Contact patients' relatives to arrange family conferences.
- Perform a variety of office, clerical, or accounting duties, such as reception, billing, bookkeeping, or selling products.
- Make appointments, keep records, or perform other clerical duties in doctors' offices or clinics.
- Release information to persons or agencies according to regulations.
- Perform administrative duties, such as tracking inventory and sales, submitting patient insurance information, and performing simple bookkeeping.
- Retrieve patient medical records for physicians, technicians, or other medical personnel.
- Perform general administrative tasks, such as keeping records or writing reports.
- Complete administrative tasks, such as entering orders into computer, answering telephone calls, or maintaining medical or facility information.
- Perform clerical duties, such as scheduling appointments, collecting data, or documenting health insurance billings.
- Perform clerical, administrative, and secretarial duties, such as answering phones, restocking and ordering supplies, filling out paperwork, and scheduling appointments.
- Perform clerical duties, such as taking inventory, ordering supplies, answering telephone, taking messages, or filling out forms.
- Perform general office duties, such as answering telephones, taking dictation, or completing insurance forms.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for recording, documentation and administration, and what it costs.
The work is not writing the record, it is filing it where the record lives. Make reaches most of those systems from $9 a month, which is the cheapest honest start; Composio is for when you are writing the agent yourself.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
No workflow names this activity yet, but these automate the same kind of work, with the prompts to paste and what to keep for yourself.
Who does this work
23 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Athletic Trainers
- Cardiovascular Technologists and Technicians
- Clinical Research Coordinators
- Diagnostic Medical Sonographers
- Health Information Technologists and Medical Registrars
- Licensed Practical and Licensed Vocational Nurses
- Medical Assistants
- Medical Records Specialists
- Medical Transcriptionists
- Occupational Therapy Aides
- Occupational Therapy Assistants
- Opticians, Dispensing
- Pharmacy Aides
- Pharmacy Technicians
- Physical Therapist Aides
- Physical Therapist Assistants
- Psychiatric Aides
- Psychiatric Technicians
- Radiologic Technologists and Technicians
- Speech-Language Pathology Assistants
- Veterinarians
- Veterinary Assistants and Laboratory Animal Caretakers
- Veterinary Technologists and Technicians
Work that goes with it
O*NET groups these under “Perform administrative or clerical activities”. In practice they tend to be done by the same person, in the same sitting.
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.