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- Diet & Nutrition Planner
- Who it's for
- Multidisciplinary care teams
Multidisciplinary care teams
A care team can use assigned clinicians, care-team access records and attributed notes to keep responsibility visible across visits. Each task has its own assignee and due date, so follow-up is traceable after the original appointment.
How Diet & Nutrition Planner is set up for you
Patient intake
Keep a stable patient number, display name, consent status and assigned clinician. A returning patient should reuse the existing history.
Visit work
Schedule the encounter, record arrival and place notes and observations on the right visit. A reviewer can then inspect the visit in context.
Follow-up
Give a care task a patient, assignee and due date. Keep open and escalated work visible until the responsible person completes it.
Service record
When the clinic charges for a consultation, link the service description and amount to the encounter. Record a patient receipt separately with its reference and status.
A care team can use assigned clinicians, care-team access records and attributed notes to keep responsibility visible across visits. Each task has its own assignee and due date, so follow-up is traceable after the original appointment.
The team starts with a defined set of patients and clear rules for who updates care-team assignments. Choose a representative patient who has a scheduled consultation and later follow-up. Rehearse the coordinator's handoff to the clinician, the clinician's documentation and the review of the charge. Check that every participant can locate the same patient and encounter from their working view.
Agree how your team names visit types, records units for observations and handles an amended note. Confirm who checks clinician privileges and consent documents before the team begins its next operating cycle. Use the [implementation guide](/diet-nutrition-planner/implementation) to prepare those decisions, and use the [data model](/diet-nutrition-planner/data-model) when mapping existing records.
Features to start with
Roles on the team
- Clinical Governance Administrator
- Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
- Clinical Reviewer
- Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
- Licensed Clinician
- Captures assigned care operations work and evidence.
- Clinical Coordinator
- Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
- Admin
- Oversees service-charge decisions and account setup for the clinic.
Set up Diet & Nutrition Planner your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.