Patient intake and consent

Step by step

1. Register patient Clinical Coordinator

   Clinical Coordinator creates the patient identity, contact details and assigned clinician. Staff should check the patient number before opening another record for the same person.

   • Establish identity and assigned clinician
   • Updates Patients, Team members

2. Record consent Clinical Coordinator

   Clinical Coordinator or Licensed Clinician records the purpose, version and document against that patient. Once the signed date and document are present, the consent can move from Pending to Signed. A withdrawn document remains visible with its own state.

   • Connect the signed purpose and version to the patient
   • Updates Consents, Patients

3. Assign care team Clinical Governance Administrator

   Clinical Governance Administrator records the patient, clinician, purpose and effective dates of the assignment. The team checks whether that assignment is Active for the planned visit.

   • Record access purpose and effective period
   • Updates Care team assignments, Patients, Team members

4. Check clinician privilege Clinical Governance Administrator

   Clinical Governance Administrator records license and verification evidence for the clinician. A Pending privilege becomes Verified after the governance review, while Suspended or Expired are distinct states.

   • Keep verification evidence and dates visible
   • Updates Clinical privileges, Team members

Clinical Coordinator

Manages patient intake; Licensed Clinician records consent; Clinical Governance Administrator maintains assignments and privileges; Clinical Reviewer reads the evidence.