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Situations and playbooks

Start with the first safe action.

Use the practice’s approved process, preserve what happened, and route the decision to the right owner and qualified reviewer.

This is not an emergency or crisis-response channel. Do not enter case details here.

An incident-routing clipboard, evidence envelope, route card, checklist, and pen arranged for a clear first response

Immediate boundary

Use your approved emergency process when there is immediate danger.

For an urgent clinical or safety concern, follow the practice’s current emergency procedure and current official emergency resources. This page does not assess an event or replace qualified help.

Before a playbook is available

Four actions that make the next decision easier.

These steps organize the response. They do not decide whether a report, disclosure, clinical action, legal response, or other regulated step is required.

  1. 01

    Use the approved immediate process

    Follow the current emergency, safety, privacy, downtime, or escalation procedure that applies inside your practice.

  2. 02

    Keep the record intact

    Preserve the original message, timeline, system status, or other administrative evidence. Do not rewrite the event from memory.

  3. 03

    Name the owner and reviewer

    Identify who coordinates the next step and which qualified person must decide the clinical, legal, privacy, payer, or licensing question.

  4. 04

    Record the next action

    Document the owner, decision route, immediate action, and next review time in the practice’s approved system.

Useful routes available now

Go to the source that can move the work forward.

Choose the destination that matches the decision in front of you.

Practice operations

Restore ownership and continuity

Use operational guides for queues, decision records, dates, recurring work, coverage, and vendor exits.

Open practice operations

State guides

Find the official state starting point

Open licensing-board, business, privacy, telehealth, and other official state sources.

Open state guides

Sources

Check the source behind a claim

Browse the source register and see which public resources depend on each source.

Open sources

Playbook status

These situation playbooks are not ready to use.

They remain unavailable while their claims, scope, sources, and required professional review are completed.

Playbooks in development4 topicsView topics

  • Wrong-recipient communication

    Contain further exposure, preserve evidence, classify the event, and route required review.

  • Critical technology outage

    Stabilize continuity, preserve evidence, use approved downtime work, restore, and reconcile.

  • Client records request

    A first-response and routing workflow with unresolved legal and profession-specific questions.

  • Lost device or paper record

    Immediate containment, evidence, reporting, recovery, and prevention work.