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Eye Care / Optometry

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  1. Eye Care / Optometry
  2. Process
  3. Clinical review
Process · Clinical review

Clinical review

An encounter awaiting review tells the Clinical Reviewer where to look. The reviewer examines the visit, signed note, observations and any linked specimen or dispensation record. A clinic can define which evidence is required by visit type during setup. The decision should be based on what was actually documented for that patient and date.

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Step by step

  1. Record care Licensed Clinician

    Licensed Clinician finishes observations and signs the visit note.

    • Completes attributed documentation
    • Updates Clinical notes, Observations

  2. Review encounter Clinical Reviewer

    Clinical Reviewer opens the awaiting-review visit and checks its linked evidence. The reviewer approves completion or returns an issue for correction.

    • Resolves the care record review
    • Updates Encounters, Clinical notes, Observations, Refraction records, Lens orders
    ApprovalA person approves before the work moves on.

  3. Coordinate follow-up Clinical Coordinator

    Clinical Coordinator assigns remaining patient work when the reviewer identifies an action after the visit.

    • Assigns unresolved care work
    • Updates Care tasks, Patients

  4. Review charge Clinical Coordinator

    Clinical Coordinator separately checks service charges before invoice status changes.

    • Checks the service and amount for billing
    • Updates Charges, Encounters
    ApprovalA person approves before the work moves on.

Where it usually breaks

And how to keep it from happening.

  • The reviewer may see a draft note and assume it has been signed. Check its status and signing date.
  • An observation may point to another encounter. Read its visit context before using it in the decision.
  • A specimen rejected by a lab may need a patient task, even if the rest of the encounter is complete.
  • A charge review is a separate billing decision. Completion of clinical review does not by itself establish an invoice.

Who does what

Roles and permissions
Clinical Reviewer
Decides the care review.
Licensed Clinician
Supplies and corrects documentation.
Clinical Coordinator
Manages encounter completion, tasks and charge review.

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