Connect each visit to its assessment and herbal dispensation.

1. Register patient

   Identify the patient and confirm the assigned clinician.

   Care and treatmentCNS-12093 · Clinical Coordinator

   Register patientBy Clinical Coordinator

2. Confirm consent

   Review the purpose and current document with the patient.

   Care and treatmentCNS-12093 · Clinical Coordinator

   Confirm consentBy Clinical Coordinator

3. Open encounter

   Coordinate the visit and record attributed clinical evidence.

   Care and treatmentCNS-12093 · Clinical Coordinator

   Open encounterBy Clinical Coordinator

4. Capture assessment

   Follow the assessment through collection and processing.

   Care and treatmentCNS-12093 · Licensed Clinician

   Capture assessmentBy Licensed Clinician

5. Review encounter

   Bring the clinical account to the reviewer before completion.

   Care and treatmentCNS-12093 · Clinical Coordinator

   Review encounterBy Clinical Coordinator
   ApprovalClinical Reviewer approves the encounter outcome after reviewing its evidence; Clinical Coordinator records completion.

6. Coordinate follow-up

   Assign the next care action and track its due date.

   Care and treatmentCNS-12093 · Clinical Coordinator

   Coordinate follow-upBy Clinical Coordinator

Start with Intake to encounter review

Roles and permissions

1. 01Encounter state by clinician

   Which scheduled visits are still awaiting action, and which have completed or been cancelled?

2. 02Consent expiry review

   Which patient agreements need attention because of their purpose, state or expiry date?

3. 03Assessment processing state

   Which assessments are still moving through collection and receipt, and which have been rejected?

4. 04Herbal quantity by batch

   What quantities were recorded for the same preparation, batch and unit, and which encounters explain them?

5. 05Follow-up workload

   Who owns the unfinished care tasks due now, and which tasks have been escalated?

6. 06Privilege validity review

   Which professional privileges need a governance decision or a check of their effective dates?

7. 07Encounter charge review

   Which service amounts remain Draft, and which have been approved, invoiced or voided?

8. 08Patient payment activity

   Which patient payments are Pending, Confirmed or Refunded according to the recorded source evidence?

All reports and dashboards

See each stage in detail

1. Agree the operating cycle

   Clinical Coordinator and Licensed Clinician choose the consultation types used in the pilot. Clinical Reviewer defines the evidence needed before deciding an encounter outcome. Confirm who maintains consent purposes and document versions.

2. Prepare staff and patient records

   Admin establishes account access. Clinical Governance Administrator checks the staff identities, professional privilege evidence and care-team assignments. Clinical Coordinator reconciles patient numbers before importing encounters.

3. Rehearse clinical recording

   Use a practice patient to complete intake, consent and an encounter note. Record an observation with its unit, process an assessment and enter a herbal dispensation from a sample package label. Include a rejected assessment and an amended note.

4. Rehearse decisions and follow-up

   Clinical Reviewer requests clarification on an encounter before approving its outcome. Clinical Coordinator records completion and assigns continuing care. Check that the receiving clinician can identify the task and its due date.

5. Review the financial handoff

   Clinical Coordinator prepares and approves an encounter charge. Admin checks payment entry from the agreed source. Rehearse the invoicing connection and confirm which system supplies settlement matching.

Read the implementation plan