Intake to encounter review

Step by step

1. Register patient Clinical Coordinator

   Clinical Coordinator locates the patient number, checks identifying details and confirms the assigned clinician. Correct contact details on the established record after checking identity. Keep the visit attached to the intended patient even when several people have similar names.

   • Confirm identity and assigned clinician
   • Updates Patients, People

2. Confirm consent Clinical Coordinator or Licensed Clinician

   Clinical Coordinator or Licensed Clinician checks the consent purpose, document version and dates with the patient. Record Signed after signature, or retain Pending while agreement is outstanding. A withdrawn or expired document needs attention under the clinic's consent procedure before the affected work proceeds.

   • Record the relevant consent position
   • Updates Consents, Patients

3. Open encounter Clinical Coordinator or Licensed Clinician

   Clinical Coordinator records the scheduled visit and moves it through Arrived to in progress as those events occur. Licensed Clinician records attributed observations and the clinical note against that encounter. Check the measurement unit and signing details before passing the record for review.

   • Record attendance and attributed evidence
   • Updates Encounters, Clinical notes, Observations

4. Review encounter Clinical Reviewer or Clinical Coordinator

   Clinical Coordinator places the visit in awaiting review. Clinical Reviewer examines the evidence and approves an eligible outcome. If clarification is needed, the visit stays awaiting review while the clinician addresses it. Following approval, Clinical Coordinator records Completed and the encounter end time.

   • Decide the outcome, then record completion
   • Updates Encounters, Clinical notes, Observations
   ApprovalA person approves before the work moves on.

Clinical Coordinator

, Licensed Clinician, Clinical Reviewer.