Which visits need review?
Read the encounter's current state with its patient, clinician and visit time.
Answer operating questions from encounter, evidence and financial states.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Scheduled | 49 | ||
| Arrived | 29 | 59% | |
| In progress | 21 | 72% | |
| Awaiting review | 12 | 57% |
Sample counts per stage
Read the encounter's current state with its patient, clinician and visit time.
Compare Ordered, Collected and Received records with their collection and accession details.
Group care tasks by assigned person, status and due date.
Review Draft charges with their encounter, service description and amount.
Keep Pending, Confirmed and Refunded payment states distinct.
Count encounters by visit type and current status.
List encounters marked awaiting review with patient, clinician and visit time.
Group specimens by status and type, with collection and accession details.
Show open and escalated care tasks by assigned person and due date.
Show clinician privileges by type, status and effective dates.
Sum charge amounts by status and service description.
Sum patient payments by status and receipt date.
Show each encounter with its clinical notes, observations, specimens, dispensations and charges.
Start free, then use Proto to change fields, steps and approvals before your team goes live.