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Patient experience and quality units · Complaints received through multiple channels

AI System for Routing Patient Complaints to the Appropriate Unit

We design a system that performs preliminary classification of complaints by administrative topic and unit without deciding whether a complaint is justified or whether a clinical error occurred. The workflow checks the complaint text, channel, date, unit and category dictionary against their sources, then prepares a complaint routing draft. No record or operational process changes until a patient experience or quality manager has completed the review.

Representative patient experience panel with a work queue, checks and an audit trail: complaint topic review queue
Complaint topic review queue Representative interface — contains no real data. Personal data is masked. The panel does not decide diagnosis, clinical fault or legal liability.

The problem

In day-to-day operations, a complaint covering several topics may be delayed within a single unit. When the complaint text, channel, date, unit and category dictionary are scattered across different screens, documents or team records, problems do not become visible in time.

Fragmented data delays preparation of the complaint routing draft and forces staff to search manually for supporting evidence again. Before making a decision, the patient experience or quality manager has to complete missing fields and verify inconsistencies one by one.

A common exception is that administrative text may require a privacy or patient safety review. Incomplete or incorrect automation that overlooks this context could treat a critical complaint as a routine request, so the output cannot be applied directly.

What we set out to improve

  • Rate of routing decisions changed by the responsible staff member
  • Rate of outputs corrected or rejected by the patient experience or quality manager
  • Time between the source record and the review output

How the system works

  1. 01 Define the scope of the review and the authorised patient experience or quality manager role
  2. 02 Collect the inputs: complaint text, channel, date, unit and category dictionary
  3. 03 Check source identity, date, version and data freshness
  4. 04 Extract separate administrative topics
  5. 05 Match topics with units and response periods
  6. 06 Check the exception: administrative text may require a privacy or patient safety review
  7. 07 Place low-confidence or inconsistent records in a separate human review queue
  8. 08 Write the source identity, rule, output and time to the audit trail
  9. 09 Have the patient experience or quality manager approve, correct, defer or reject the output

Methods we used

  • Multi-label classification of administrative topics
  • Source, format, version and required-field checks for complaint text, channel, date, unit and category dictionary
  • A missing-data warning instead of an estimate when inputs are missing or inconsistent
  • Checking exceptions separately from the main rule
  • Storing the source identity, rule result, complaint routing draft and human decision together

Where people stay involved

The system stops after preparing the complaint routing draft. The patient experience or quality manager reviews the sources and the exception, then approves, corrects or rejects the output. Direct application is disabled because it could treat a critical complaint as a routine request; the system does not replace specialist judgement.

Data and security

Access to the complaint text, channel, date, unit and category dictionary is limited to the minimum permissions required for each role. Identifiers and sensitive fields are masked where possible, and only the necessary section is sent to the model rather than the entire raw file. Access, outputs and the decision by the patient experience or quality manager are recorded; the system does not enter production until the organisation has approved the retention period and data location.

Who this suits

A good fit

  • Centralised complaint processes

Not a good fit

  • Organisations expecting decisions about fault

Frequently asked questions

Which inputs are used?

The system uses the complaint text, channel, date, unit and category dictionary. If a required field is unavailable, it does not produce a definitive result and presents the missing source for review by the patient experience or quality manager.

At what point does a person make the decision?

The workflow stops when the complaint routing draft is ready and waits for approval from the patient experience or quality manager. The specialist may correct, defer or reject the output and record the reasons.

Can the output be audited?

The system is designed to store the source identity, applied rule, exception, output and human decision together. This makes it possible to review later how the source data led to a particular recommendation.

Project led by:DijitalPi

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