Visit documentation and review

Step by step

1. Schedule encounter Clinical Coordinator

   Clinical Coordinator records the patient, clinician, visit type and planned date on the encounter.

   • Record the patient, clinician, visit type and planned date on the encounter.
   • Updates Encounters

2. Start visit Clinical Coordinator

   Clinical Coordinator records arrival and actual start when the patient enters care.

   • Record arrival and actual start when the patient enters care.
   • Updates Encounters

3. Document visit Licensed Clinician

   Licensed Clinician attaches measurements with unit and time, then author and sign the visit note.

   • Attach measurements with unit and time, then author and sign the visit note.
   • Updates Clinical notes, Observations

4. Review visit Clinical Reviewer

   Clinical Reviewer reads the encounter evidence while the visit awaits review and return corrections to its owner.

   • Read the encounter evidence while the visit awaits review and return corrections to its owner.
   • Updates Encounters, Clinical notes, Observations

5. Close encounter Clinical Coordinator

   Clinical Coordinator records the end and completion state; assign a follow-up task when care continues.

   • Record the end and completion state; assign a follow-up task when care continues.
   • Updates Encounters, Care tasks

Clinical Coordinator

, Licensed Clinician, Clinical Reviewer.

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