Keep assessment processing and herbal dispensation evidence attached to the encounter.
Licensed Clinician records the assessment type and accession number against the encounter. Check the patient through the visit before starting collection. Use the agreed assessment naming convention so the receiving person can recognize the requested work without interpreting a personal abbreviation.
Licensed Clinician moves Ordered work to Collected when collection occurs and records the collection date. Confirm Received at the receiving step and Tested after processing. Use Rejected for an item the practice cannot accept, retaining its accession number so the clinical team can investigate the handoff.
Licensed Clinician records the preparation name and batch from the material dispensed, with quantity and unit. Identify the authorizing practitioner and the encounter. That practitioner owns the clinical decision; the entry gives the team an attributable record of what was dispensed.
Licensed Clinician checks the assessment state and dispensation entry alongside the clinical note. Resolve a mistaken encounter reference or unclear unit before Clinical Coordinator requests encounter review. Clinical Reviewer considers the clinical account through the encounter review process.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.