Clinic outreach teams

How Community Health Worker App is set up for you

A clinic outreach team needs a shared encounter record after a patient is seen away from the clinic. The coordinator schedules the household visit and names the worker. The clinician records what happened, including measured observations and an attributed note. A reviewer can inspect the evidence before the coordinator closes the visit.

Choose one outreach visit type and one care team. Load the worker directory and households, then enter a scheduled visit and progress it through arrival and work in progress. Record a measured observation with a unit and a signed clinical note. Have a reviewer inspect the evidence at awaiting review, then let the coordinator check the evidence and record completion.

Include a specimen in the pilot when collection is part of the outreach work. Enter its accession number and record the actual processing state. If the clinic uses an external laboratory, decide who receives its confirmation and updates the encounter's specimen record. If medication is dispensed, record the authorizing person and lot alongside quantity and unit.

Agree how a follow-up request travels from the clinician to the assigned worker. A household action with a due date can support this handoff. The team should also settle how a changed appointment is communicated to the household and how cancelled visits remain visible in the operational view.