Clinical review

Step by step

1. Send for review Clinician

   Clinician marks the in-progress encounter awaiting review after entering the clinical work.

   • Mark awaiting review
   • Updates Encounters

2. Inspect the case Clinical Lead

   Clinical Lead opens the visit reason, observations, note and any prescription order from that encounter.

   • Review the visit's linked work
   • Updates Encounters, Visit reasons, Observations, Clinical notes, Prescription orders

3. Resolve corrections Clinician

   If documentation needs clarification, the Clinician updates the relevant record; an amended note remains identifiable as Amended.

   • Make the corrected state visible
   • Updates Clinical notes, Observations, Prescription orders

4. Approve completion Clinical Lead

   Clinical Lead approves the encounter after reviewing its linked work.

   • Decide whether the visit is ready
   • Updates Encounters, Clinical notes
   ApprovalA person approves before the work moves on.

5. Complete the visit Clinical Lead

   Clinical Lead records the encounter as Completed and checks the end time.

   • Mark Completed and record end
   • Updates Encounters

Clinician

Prepares and corrects the record.

Clinical Lead

Makes the completion decision.

Front Desk Coordinator

And Billing Specialist read the outcome for their next work.