Consultation and documentation

Step by step

1. Schedule consultation Clinical Coordinator

   Clinical Coordinator selects the patient, clinician, visit type and scheduled time. The consultation begins as Scheduled.

   • Set visit type, planned time and clinician
   • Updates Consultations, Patients, Team members

2. Begin visit Clinical Coordinator

   The coordinator records arrival and the clinician begins care. The visit can move from Scheduled to Arrived to in progress, with an actual start time.

   • Record arrival and actual start
   • Updates Consultations

3. Document visit Clinical Coordinator

   Licensed Clinician creates attributed notes and measured observations against the same consultation. A note can move from Draft to Signed with a signed date. Clinical Coordinator moves the visit from in progress to awaiting review after the clinician's handoff.

   • Attach attributed note and measurements; update visit state
   • Updates Clinical notes, Observations, Consultations

4. Complete consultation Clinical Coordinator

   Clinical Reviewer reads the associated evidence and gives the coordinator the review outcome. Clinical Coordinator records the actual end time and moves the visit from awaiting review to Completed after that handoff.

   • Review evidence, then record end and completed state
   • Updates Consultations, Clinical notes, Observations

Clinical Coordinator

Owns visit state; Licensed Clinician records clinical evidence; Clinical Reviewer examines the linked records.