A visit begins with a known patient and a named clinician. The coordinator uses the patient's existing record, checks consent for the intended purpose and schedules an encounter. The clinician then records the care delivered against that encounter. The reviewer examines the linked evidence before the coordinator completes the visit.
Clinical Coordinator checks identity, assigned clinician and consent status. A purpose-specific consent is signed when the clinic's policy calls for one.
Clinical Coordinator records the planned visit date, visit type and clinician. The encounter starts as Scheduled.
The coordinator marks arrival and the Licensed Clinician begins care. Actual start and end dates describe when work happened.
Licensed Clinician records observations and clinical notes under the encounter and signs the documentation when ready.
Clinical Reviewer reads the encounter evidence and approves completion once the required care record is ready.
Clinical Coordinator assigns any patient task with an owner and due date.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.