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- Patient Portal
- Who it's for
- Clinics with specimen and medication services
Clinics with specimen and medication services
Clinics that collect samples or dispense medication during a visit can record that work against the encounter. A specimen has its type, accession number, collection date and processing status. A dispensation has its medication, lot, quantity, unit and authorizing person. The clinical reviewer sees these items in the context of the encounter and its signed note.
How Patient Portal is set up for you
Sample collection
Staff attach a specimen to the correct encounter and record collection details before moving its status forward.
Processing exception
A rejected sample stays visible as Rejected, allowing the team to coordinate what happens next.
Medication supply
The lot and quantity remain associated with the particular visit and named authorizer.
Governance check
The clinic can review the authorizing person's privilege record before relying on that authorization.
Clinics that collect samples or dispense medication during a visit can record that work against the encounter. A specimen has its type, accession number, collection date and processing status. A dispensation has its medication, lot, quantity, unit and authorizing person. The clinical reviewer sees these items in the context of the encounter and its signed note.
Begin with one type of specimen and one dispensation example. Agree where accession numbers originate and who records receipt and test completion. Rehearse a rejection as its own case. For the dispensation, confirm the lot and unit at the point of supply and record the authorizing person. Ask the reviewer to inspect both pieces of evidence with the signed note before the encounter is closed.
If a laboratory performs processing outside the clinic, agree how its updates reach the staff maintaining the specimen record. Keep the clinic's status meanings consistent with that handoff. Expand the scope once staff can follow a single sample and a single dispensation back to the correct patient visit.
Features to start with
Roles on the team
- Clinical Reviewer
- Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
- Licensed Clinician
- Captures assigned care operations work and evidence.
Set up Patient Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.