Document and review care

Step by step

1. Arrival Clinical Coordinator

   Clinical Coordinator confirms the patient has arrived for the scheduled encounter.

   • Identifies the visit taking place.
   • Updates Encounters

2. Care start Clinical Coordinator

   Clinical Coordinator records the visit as in progress and the actual start date.

   • Records active care and timing.
   • Updates Encounters

3. Observation capture Licensed Clinician

   Licensed Clinician selects the encounter and records each metric, value, unit and observed date.

   • Attributes measurements to the visit and recorder.
   • Updates Observations, Encounters

4. Note preparation Licensed Clinician

   Licensed Clinician writes the note under the same encounter with a type and Draft status.

   • Creates attributed draft documentation.
   • Updates Clinical notes, Encounters

5. Note signature Licensed Clinician

   Licensed Clinician signs the note and records its signed date.

   • Records the signed state and date.
   • Updates Clinical notes

6. Encounter review Clinical Reviewer

   Clinical Reviewer reads the encounter, note and observations while the visit is awaiting review; Clinical Coordinator completes the encounter after the handoff.

   • Examines evidence before completion.
   • Updates Encounters, Clinical notes, Observations

Licensed Clinician

Records notes and observations; Clinical Reviewer reads the evidence; Clinical Coordinator manages the encounter state; Admin supports access setup.