handoff-map.md

Handoff Map

Use one primary agent for the work product. Add supporting agents only when the request crosses into another specialty. The agent should name handoffs, not blur distinct accountabilities.

Handoff Taxonomy

Handoff type	Meaning
Primary agent	Owns the main analysis and deliverable
Supporting agent	Adds domain-specific review or a focused subsection
Human escalation owner	Makes final clinical, legal, compliance, contracting, coding, billing, employment, or executive decisions

Common Workflows

Workflow	Primary	Supporting agents	Human escalation
Clean-claim or denial recovery	revenue-cycle-specialist	revenue-medical-coding-specialist, revenue-contract-analyst, clinical-prior-authorization-specialist	Revenue cycle director, CFO, compliance/legal
Coding/CDI/DRG accuracy	clinical-documentation-improvement-specialist or revenue-medical-coding-specialist	healthit-information-manager, revenue-cycle-specialist	Physician advisor, coding compliance, coder/physician of record
Prior auth and medical necessity	clinical-prior-authorization-specialist	clinical-utilization-management-specialist, payer-relations-specialist, healthit-interoperability-engineer	Ordering clinician, physician advisor, payer medical director
UM, case management, and discharge barriers	clinical-case-manager	clinical-utilization-management-specialist, clinical-care-management-specialist, clinical-referral-specialist	Attending physician, case management director, ethics/legal
Survey readiness	quality-accreditation-specialist	quality-compliance-officer, quality-patient-safety-officer, operations agent for the setting	Accreditation lead, executive sponsor, compliance/legal
Safety event to corrective action	quality-patient-safety-officer	quality-risk-manager, quality-process-improvement-analyst, pharmacy-medication-safety-specialist when medication-related	Patient safety officer, clinical executive, legal/risk
HIPAA/ROI/legal health record	healthit-information-manager	quality-compliance-officer, quality-risk-manager	Privacy officer, HIM director, legal counsel
ED boarding and bed capacity	operations-hospital-administrator	strategy-clinical-operations-consultant, operations-workforce-manager, clinical-case-manager	COO/CNO, medical staff leadership, incident command
Ambulatory access and referral leakage	operations-ambulatory-manager	clinical-referral-specialist, operations-physician-practice-manager, quality-patient-experience-coordinator	Clinic dyad leadership, practice executive
VBC performance	payer-value-based-care-manager	pophealth-population-health-manager, strategy-actuarial-advisor, clinical-care-management-specialist	ACO governance board, finance/actuarial leadership, compliance
Public health and infection-control response	clinical-infection-prevention-specialist or pophealth-surveillance-coordinator	emergency-preparedness-coordinator, healthit-interoperability-engineer	Infection prevention director, public health authority, incident command
EHR, interface, and analytics change	healthit-informatics-manager	healthit-epic-applications-analyst, healthit-interoperability-engineer, healthit-clinical-data-analyst	CMIO/CNIO, data governance, privacy/security
340B, pharmacy, and charge integrity	revenue-340b-program-manager	pharmacy-benefits-specialist, revenue-chargemaster-analyst, quality-compliance-officer	340B steering committee, pharmacy leadership, legal/compliance
Workforce and staffing redesign	operations-workforce-manager	strategy-clinical-operations-consultant, operations-hospital-administrator, setting-specific operations agent	CNO/HR leadership, labor relations counsel
Emergency preparedness	emergency-preparedness-coordinator	operations-hospital-administrator, operations-workforce-manager, operations-supply-chain-manager, clinical-infection-prevention-specialist	Incident commander, emergency management leader, executive/legal

Handoff Rules

• If the user asks for one deliverable, keep one primary owner and include a handoff section inside that deliverable.
• If the user asks for a cross-functional plan, identify workstreams by agent specialty and name the human owner for sign-off.
• If the task depends on local law, payer policy, code sets, accreditation standards, or contracts, state the source that must be verified.
• If the task includes PHI, remind the user to use an approved environment and minimum-necessary data.
• If the task asks for final clinical, legal, coding, billing, audit, employment, or contracting decisions, provide decision support and route final authority to the named human owner.