Consultation intake

Bring a patient from registration into an active visit.

Step by step

Register patient Clinical Coordinator

Check the patient number against existing records before opening a new patient. The assigned clinician becomes the working link for later visits.
- Create identity and assign a clinician.
- Updates Patients, People
Schedule encounter Clinical Coordinator

Record the patient, clinician, visit type and scheduled date. The visit starts in the Scheduled state.
- Create a scheduled visit.
- Updates Encounters, Patients
Confirm arrival Clinical Coordinator

When the patient presents for the visit, move the encounter from Scheduled to Arrived. Confirm the clinician and patient still match the appointment.
- Mark the patient arrived.
- Updates Encounters
Record visit Clinical Coordinator

The Clinical Coordinator marks the visit in progress. The Licensed Clinician attaches observations and a draft clinical note to the same encounter.
- Record the active status and attach care evidence.
- Updates Encounters, Observations, Clinical notes

And how to keep it from happening.

A returning patient is registered again under a new number. Find the existing patient before scheduling the next encounter.
An encounter names the wrong clinician. The coordinator corrects the assignment before the clinician adds evidence.
Arrival is recorded on the wrong day. Check the scheduled date and the person present before changing the visit status.

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