Patient intake

Step by step

1. Register patient Clinical Coordinator

   The Clinical Coordinator looks up the patient number and creates or confirms the patient record. The assigned clinician and current consent status give the next worker the starting context.

   • Establish patient identity and assigned clinician
   • Updates Patients, People

2. Record consent Clinical Coordinator

   The coordinator records the purpose, version, document and signed date when the patient completes the required consent. Pending, Signed, Withdrawn and Expired remain distinct states.

   • Keep purpose-specific signature and current consent state visible
   • Updates Consents, Patients

3. Schedule encounter Clinical Coordinator

   The coordinator chooses the patient, clinician, visit type and scheduled time. The encounter starts at Scheduled and becomes Arrived when the visit begins.

   • Give the planned visit its patient, clinician and time
   • Updates Encounters, Patients, People

4. Start encounter Clinical Coordinator

   The Clinical Coordinator records the start time and moves the encounter to in progress as care begins. The clinical team can then attach evidence to this visit.

   • Show arrival and active care
   • Updates Encounters

Clinical Coordinator

Prepares identity, consent and scheduling; Licensed Clinician uses the encounter; Clinical Governance Administrator reviews care-team context.