Patient intake and access

Step by step

1. Register patient Clinical Coordinator

   The Clinical Coordinator enters a patient number, name, birth date and contact phone, then names the assigned clinician.

   • Patient identity and clinician reference
   • Updates Patients, People

2. Record consent Clinical Coordinator

   The coordinator or Licensed Clinician creates a purpose-specific consent with its version, document, signed date and expiry, and updates its status when signed.

   • Purpose, signed document and patient consent status
   • Updates Consents, Patients

3. Check privilege Clinical Governance Administrator

   The Clinical Governance Administrator records the clinician's privilege type, issuing authority, evidence and effective dates, then records the verification status.

   • Clinician verification evidence and effective period
   • Updates Clinical privileges, People

4. Set care-team access Clinical Governance Administrator

   The governance administrator names the patient, clinician, access purpose and effective period on a care-team assignment.

   • Patient-specific access purpose and dates
   • Updates Care team assignments, Patients, People

5. Plan first visit Clinical Coordinator

   The coordinator uses those records when scheduling the encounter with the intended patient and clinician.

   • Scheduled encounter
   • Updates Encounters, Patients, People

Clinical Coordinator

Maintains patient and visit records; Licensed Clinician manages consent; Clinical Governance Administrator maintains privileges and care-team assignments; Clinical Reviewer can read care evidence.