Encounter and documentation

Step by step

1. Schedule encounter Referral Coordinator

   Referral Coordinator records patient, clinician, visit type and scheduled date.

   • Create a Scheduled visit with patient and clinician.
   • Updates Encounters, Patients, People

2. Record arrival Clinician

   The care team marks the encounter Arrived and records when the visit starts.

   • Record actual arrival and start.
   • Updates Encounters

3. Document care Clinician

   Clinician adds observations and a Draft clinical note to that encounter.

   • Attach measured values and narrative to the visit.
   • Updates Observations, Clinical notes, Encounters

4. Sign note Clinician

   The author checks the note and marks it Signed with a signed date.

   • Record author and signed state.
   • Updates Clinical notes

5. Review completion Clinician

   Clinician checks the encounter and moves it through awaiting review to Completed.

   • Complete the visit after documentation review.
   • Updates Encounters, Clinical notes

Referral Coordinator

, Clinician, Care Operations Manager.