Prepare a patient encounter

Step by step

1. Patient intake Clinical Coordinator

   Clinical Coordinator finds or creates the patient, checks the patient number and contact details, and names the assigned clinician.

   • Confirms patient identity and assigned clinician.
   • Updates Patients, People

2. Care team assignment Clinical Governance Administrator

   Clinical Governance Administrator records the clinician's access purpose and effective dates for this patient.

   • Records the clinician's purpose and active period.
   • Updates Care team assignments, People

3. Encounter scheduling Clinical Coordinator

   Clinical Coordinator chooses the patient and clinician, enters the scheduled date and visit type, and leaves the new visit Scheduled.

   • Creates the scheduled visit.
   • Updates Encounters, Patients

4. Consent review Clinical Coordinator

   Clinical Coordinator checks the purpose and version. Licensed Clinician records the signed document and date when the patient signs.

   • Records purpose-specific signed evidence.
   • Updates Consents, Patients

5. Privilege verification Clinical Governance Administrator

   Clinical Governance Administrator checks the clinician's evidence and effective dates before changing Pending to Verified.

   • Records the verification decision.
   • Updates Clinical privileges, People
   ApprovalA person approves before the work moves on.

6. Arrival Clinical Coordinator

   Clinical Coordinator records that the patient has arrived and updates the visit when care starts.

   • Moves the visit into current care activity.
   • Updates Encounters

Clinical Coordinator

Coordinates intake and scheduling; Clinical Governance Administrator verifies privileges and care-team access; Licensed Clinician collects signed consent; Clinical Reviewer can inspect the evidence.