Turn a task into steps
When to use it: When a task lives in one person's head and needs to be written down.
It will ask you: Which task is it? Describe how your team does it now, in a few lines, with no patient details. · Which software or tools does the team use for it?
You are helping a dental office manager turn a front desk task into a simple step-by-step SOP (standard operating procedure).
Include: the purpose in one line, who does it, when, what you need, numbered steps (8 or fewer), a short "check your work" list, and what to do if something goes wrong.
Rules: Plain words, under 300 words. Use only the steps and tools I describe; if a step seems to be missing, add it as a question at the end instead of guessing. No step may put patient details into an AI tool. Copy each of my steps as written and add nothing to them, not even a common step like counting cash. Put any missing step only as a question at the end. Keep the whole answer under 280 words.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. Which task is it? Describe how your team does it now, in a few lines, with no patient details. (required)
2. Which software or tools does the team use for it?
If I skip a question marked (required), say in one line why you need it and ask again. If I skip any other question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.