Visit delivery

Step by step

1. Schedule visit Clinical Coordinator

   The Clinical Coordinator records the patient, clinician, visit type and scheduled date.

   • Scheduled date and care assignment
   • Updates Encounters, Patients, People

2. Record arrival Clinical Coordinator

   The coordinator updates the encounter when the patient arrives.

   • Arrival status
   • Updates Encounters

3. Start care Clinical Coordinator

   The Clinical Coordinator records the start date and in-progress status; the Licensed Clinician begins visit documentation.

   • In-progress status and start date
   • Updates Encounters

4. Record care Licensed Clinician

   The clinician links notes and observations to the active encounter.

   • Encounter-linked care evidence
   • Updates Clinical notes, Observations, Encounters

5. Review visit Clinical Coordinator

   The coordinator moves the encounter to awaiting review; the Clinical Reviewer reads the available evidence.

   • Awaiting-review handoff
   • Updates Encounters, Clinical notes, Observations

6. Complete visit Clinical Coordinator

   The coordinator records the end date and completed status after the visit record has been checked.

   • End date and completed status
   • Updates Encounters

Clinical Coordinator

Plans and maintains encounters.

Licensed Clinician

Documents care.

Clinical Reviewer

Reads encounter evidence.