Patient preparation

Step by step

1. Identify the patient Front Desk Coordinator

   Front Desk Coordinator finds the patient by patient number and confirms the display name and contact phone before creating new visit work.

   • Keep one patient identity for the visit
   • Updates Patients

2. Review consent Care Coordinator

   Care Coordinator checks the purpose, version, document, status and expiry date of the relevant consent. A withdrawn or expired consent calls for a fresh decision before care that relies on it.

   • Check purpose, document and current state
   • Updates Consents, Patients

3. Confirm care access Care Coordinator

   Care Coordinator checks the clinician's Active care-team assignment and its effective period. Clinical Lead examines the relevant privilege and verification evidence for clinical work.

   • Check assignment and privilege dates
   • Updates Care team assignments, Clinical privileges, People

4. Schedule the visit Front Desk Coordinator

   Front Desk Coordinator records the patient, clinician, visit type and scheduled time on the encounter, then keeps it Scheduled until arrival.

   • Record Scheduled visit with patient and clinician
   • Updates Encounters

Front Desk Coordinator

Registers and schedules; Care Coordinator handles consent and assignment; Clinical Lead reviews clinician authority; Admin maintains the user-to-person link.