SOP Template

Standard Operating Procedures document the human steps that pair with OutsideINsights automations. Use this template when publishing internal or customer-facing SOPs.

Metadata

SOP Title:
Owner:
Effective Date:
Applies To: teams, regions, programs

Purpose

Describe why this SOP exists, including regulatory or payer context.

Preconditions

List the prerequisites, permissions, or states that must be true before the SOP runs.

Procedure

Step name — concise command
Step name — include who performs it and expected completion time
Attach screenshots, forms, or links as necessary

Exception Handling

Define what happens if signals or contacts fail
Include fallback owners and contact info

Audit / Evidence

Explain how completion is recorded and where evidence lives (EHR, task queue, CRM, etc.).

Revision History

| Version | Date | Author | Summary | |---------|------|--------|---------| | 0.1 | TBD | TBD | Draft |