Carry the patient identity and care evidence through the visit review.
Clinical Coordinator checks the existing patient number and contact details before creating the visit. Confirm the assigned clinician and review the relevant consent purpose, document version and signature. Resolve uncertain identity matches before attaching new care evidence to the patient.
Clinical Coordinator records the scheduled visit and maintains Scheduled, Arrived and in progress as the patient moves through the center. Record the actual start time when work begins. A cancelled visit keeps its own outcome rather than entering the completed visit review.
Licensed Clinician writes the attributed note and records observations with their metric, unit and time. Sign the note after reviewing its content. Keep Draft, Signed and Amended distinguishable so the next person understands the document they are reading.
Clinical Coordinator places the visit in awaiting review. Clinical Reviewer reads the care evidence and authorises the outcome. Agree the decision handoff during setup; the reviewer reads clinical records without directly editing them.
Clinical Coordinator records Completed and the actual end time after the reviewer communicates the decision. Check the recorded outcome against the visit and assign any continuing patient work separately.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.