Process · Clinical review

Clinical review

Review the consultation evidence before completion.

Step by step

Record visit Licensed Clinician

The clinician records measured values with units and time on the encounter while the visit is in progress.
- Record the active consultation.
- Updates Encounters, Observations
Sign clinical note Licensed Clinician

The note author checks the text and changes the draft to signed, retaining its author and signing date.
- Sign attributed documentation.
- Updates Clinical notes, Encounters
Complete encounter Clinical Reviewer

The Clinical Coordinator moves an in-progress encounter to awaiting review. The Clinical Reviewer inspects the linked note and observations; the Clinical Coordinator then marks it Completed.
- Inspect evidence, then close the reviewed visit.
- Updates Encounters, Clinical notes, Observations

And how to keep it from happening.

A note and observation point to different encounters. The clinician checks both links before signing.
An observation has a value without a meaningful unit. The reviewer asks the recorder to correct the evidence.
A visit is marked completed before review. The coordinator keeps it awaiting review until the reviewer has inspected the case.

Start free, then use Proto to change fields, steps and approvals before your team goes live.