# SimboVara Workflow Customization: Build Medical Records Workflow Questions - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customization-build-medical-records-workflow-questions-admin-panel

**Purpose**

Control how Copilot handles medical records requests.

**Where to edit:** Medical Records Workflow Questions

### Suggested questions and conditions

- What type of records are requested: full medical record or a specific visit
- What is the mode of delivery. We support secure email, physical copy, patient portal, and fax
- What is the purpose for the requested medical records. Is it for continuity of care, personal use, legal purposes, or another purpose

### Steps

1. Enter the lines above and modify to match your policy.
2. If you want certain cases transferred to a team, add a rule line such as “If the request is for legal purposes, transfer to .”
3. Click <span class="s1">**Save**</span>.

### Tips and Good practices

- Mention acceptable delivery methods exactly as your practice supports them.
- Add turnaround times in this section if you want Copilot to share them.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customization-build-medical-records-workflow-questions-admin-panel