Patient intake and care access

Step by step

1. Register patient Clinical Coordinator

   Clinical Coordinator captures the patient number and assigned clinician so the next visit starts with a traceable identity.

   • Capture the patient number and assigned clinician so the next visit starts with a traceable identity.
   • Updates Patients

2. Assign care team Clinical Governance Administrator

   Clinical Governance Administrator records access purpose and effective dates for the clinician assigned to the patient.

   • Record access purpose and effective dates for the clinician assigned to the patient.
   • Updates Care team assignments

3. Verify clinician privileges Clinical Governance Administrator

   Clinical Governance Administrator inspects the license, issuer, evidence and dates before approving Pending to Verified.

   • Inspect the license, issuer, evidence and dates before approving Pending to Verified.
   • Updates Clinical privileges
   ApprovalA person approves before the work moves on.

4. Schedule encounter Clinical Coordinator

   Clinical Coordinator links the patient and clinician to the planned visit and record the scheduled date.

   • Link the patient and clinician to the planned visit and record the scheduled date.
   • Updates Encounters

5. Confirm consent Clinical Coordinator

   Clinical Coordinator records the consent purpose, version, document and signed date for this patient.

   • Record the consent purpose, version, document and signed date for this patient.
   • Updates Consents

Clinical Coordinator

, Clinical Governance Administrator.

Each role should see the record at the point where it makes or reviews a decision.