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- Patient Portal
- Process
- Intake and consent
Intake and consent
Identify the patient, assign care ownership and record purpose-specific consent.
Step by step
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Find the patient Clinical Coordinator
The Clinical Coordinator checks the patient number and name before creating a new record. A duplicate identity would split encounters and follow-up work.
- A stable identity and contact record
- Updates Patients
-
Assign the clinician Clinical Coordinator
The coordinator names the clinician responsible for the patient. Governance staff confirm the care-team assignment and its effective period.
- Named care ownership with dates and purpose
- Updates Patients, Care team assignments, People
-
Record consent Licensed Clinician
The Licensed Clinician records the consent purpose, version and document. A pending consent stays visible until it is signed.
- Signed purpose and version attached to the patient
- Updates Consents, Patients
-
Review current state Clinical Coordinator
Staff check the patient-level consent status together with the specific consent record before planning the visit. A withdrawn or expired consent needs attention for its purpose.
- Current consent state checked before care
- Updates Patients, Consents
Who does what
Roles and permissions- Clinical Coordinator
- Owns intake; Licensed Clinician records consent; Clinical Governance Administrator maintains the care-team assignment.
Set up Patient Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.