Register patient to visit

Step by step

1. Register patient Clinical Coordinator

   Clinical Coordinator works with Patients to create identity and assign clinician.

   • Create identity and assign clinician
   • Updates Patients

2. Record consent Clinical Coordinator

   Clinical Coordinator works with Consents to capture purpose, version and signed document.

   • Capture purpose, version and signed document
   • Updates Consents

3. Schedule encounter Clinical Coordinator

   Clinical Coordinator works with Encounters to set patient, clinician and scheduled time.

   • Set patient, clinician and scheduled time
   • Updates Encounters

4. Check arrival Clinical Coordinator

   Clinical Coordinator works with Encounters to record arrival on the visit.

   • Record arrival on the visit
   • Updates Encounters

5. Start visit Clinical Coordinator

   Clinical Coordinator records the encounter start and in-progress status; Licensed Clinician begins care.

   • Record start time and in-progress status
   • Updates Encounters

Clinical Coordinator

, Licensed Clinician.

Each role checks its own decision and makes the next handoff visible to the others.

See [roles](/mental-health-practice-mgmt/roles) for the access model.