Encounter to completion

Step by step

1. Patient registration Clinical Coordinator

   Clinical Coordinator finds or creates the patient identity and confirms its patient number, contact details, consent state and assigned clinician. A returning patient keeps the same identity across visits.

   • Keep patient identity and assigned clinician together
   • Updates Patients, People

2. Encounter scheduling Clinical Coordinator

   The coordinator creates a visit record for that patient, chooses the clinician and visit type, and records the scheduled time where relevant.

   • Start a separate visit record
   • Updates Encounters, Patients

3. Encounter arrival Clinical Coordinator

   The coordinator records arrival and actual start. The visit moves from Scheduled to Arrived and then in progress as the team begins care.

   • Record arrival and care start
   • Updates Encounters

4. Clinical documentation Licensed Clinician

   Licensed Clinician adds an attributed note and any measured observations against the encounter. The author and observation time let the next reader place evidence in context.

   • Attach attributed evidence to the visit
   • Updates Clinical notes, Observations, Encounters

5. Clinical review Clinical Reviewer

   Clinical Reviewer inspects the encounter and related records when the visit is awaiting review. Agree the manual handoff for any finding that needs a response.

   • Inspect the care episode
   • Updates Encounters, Clinical notes, Observations

6. Encounter completion Clinical Coordinator

   The coordinator records the end time and Completed state. Any continuing action becomes a patient care task with an assignee and due date.

   • End the visit and carry open work forward
   • Updates Encounters, Care tasks

Clinical Coordinator

Owns intake and encounter state; Licensed Clinician records care evidence; Clinical Reviewer reads the case; Clinical Governance Administrator maintains dated care-team access.