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- Patient Portal
- Who it's for
- Outpatient clinics
Outpatient clinics
Outpatient clinics can use Patient Portal to keep a patient's scheduled visit, clinician, signed note and subsequent care task connected. The coordinator sees who is expected, who has arrived and which encounters still await review. Clinicians record observations and notes against the visit. Reviewers inspect the evidence before the encounter is completed.
How Patient Portal is set up for you
A scheduled follow-up
The coordinator records the patient and clinician, then checks the visit type and date before the appointment cycle begins.
Clinical documentation
The clinician records measurements with units and signs an attributed note. The reviewer can read both in the context of that encounter.
Next action
A care task names the patient, assigned person and due date. Escalation stays visible when the planned action cannot finish.
Consent check
A purpose-specific consent record gives staff the signed version and expiry date to review at the visit.
Outpatient clinics can use Patient Portal to keep a patient's scheduled visit, clinician, signed note and subsequent care task connected. The coordinator sees who is expected, who has arrived and which encounters still await review. Clinicians record observations and notes against the visit. Reviewers inspect the evidence before the encounter is completed.
Start with one outpatient team and a limited set of visit types. Agree who updates arrival and start dates, who signs notes, and who moves an encounter into review. Give the coordinator a daily check of open care tasks. Rehearse one completed visit and one visit held at awaiting review. Then add the clinic's specialty specimen or dispensation work only where those records are part of the actual visit.
Keep the patient number consistent with existing identity practices. For payments, decide how staff will compare the patient receipt reference with the clinic's collection record. The first operating cycle should produce a visit that can be traced from the patient to its signed note, any follow-up action and its charge.
Features to start with
Roles on the team
- Clinical Coordinator
- Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Set up Patient Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.