Encounter intake and review

Step by step

1. Register patient Clinical Coordinator

   Clinical Coordinator finds or creates the patient identity and checks the assigned clinician and consent state.

   • Confirm identity and assigned clinician
   • Updates Patients, People

2. Schedule encounter Clinical Coordinator

   The coordinator records patient, clinician, visit type and scheduled date, then sets the episode to Scheduled.

   • Create the scheduled episode
   • Updates Encounters

3. Record arrival and work Clinical Coordinator

   Clinical Coordinator updates the encounter as the patient arrives and care begins. Licensed Clinician adds clinical evidence. Notes, observations and medication records attach to that encounter when relevant.

   • Keep care evidence with the episode
   • Updates Encounters, Clinical notes, Observations, Medication administrations

4. Prepare review Clinical Coordinator

   Clinical Coordinator checks that the episode evidence is attached and moves an in-progress encounter to awaiting review.

   • Mark the episode awaiting review
   • Updates Encounters

5. Review encounter Clinical Coordinator

   Clinical Reviewer examines the episode and its evidence. The coordinator records Completed after that human review.

   • Examine evidence before completion
   • Updates Encounters, Clinical notes, Observations, Medication administrations
   ApprovalA person approves before the work moves on.

6. Arrange follow-up Clinical Coordinator

   The team creates an assigned patient task if another action is needed.

   • Assign the next patient action
   • Updates Care tasks

Clinical Coordinator

Owns intake and status changes.

Licensed Clinician

Records care evidence.

Clinical Reviewer

Examines the episode.

Clinical Governance Administrator

Maintains the supporting privileges and assignments.