Procedure support

Step by step

1. Open the procedure visit Clinical Coordinator

   Clinical Coordinator schedules the consultation with a visit type and clinician. The team confirms the patient and care assignment before beginning.

   • Identify patient, clinician and visit
   • Updates Consultations, Patients

2. Record procedure support Licensed Clinician

   Licensed Clinician records any specimen against that visit, with type and collection date. Its status can progress through Ordered, Collected, Received and Tested, or become Rejected. The clinician records any prescription with medication, lot, quantity, unit and authorizing team member.

   • Link specimen and medication records to encounter
   • Updates Pathology specimens, Prescriptions, Consultations

3. Document visit Licensed Clinician

   Licensed Clinician adds the clinical note and observations to the same encounter and signs the note when ready. Clinical Coordinator moves the consultation to awaiting review after the clinician's handoff.

   • Keep attributed evidence with visit and update visit state
   • Updates Clinical notes, Observations, Consultations

4. Complete consultation Clinical Coordinator

   Clinical Coordinator confirms the visit end and completed state after the team checks the linked procedure records.

   • Record end time and final visit state
   • Updates Consultations

Licensed Clinician

Manages specimens and prescriptions; Clinical Reviewer reads the supporting evidence; Clinical Coordinator manages the visit.