1. Public Health Surveillance
  2. Process
  3. Encounter review
Process · Encounter review

Encounter review

Follow the encounter review handoff through its records and decisions.

Step by step

  1. Schedule Clinical Coordinator

    Clinical Coordinator selects the patient and clinician and records the visit type and scheduled time.

    • Creates a Scheduled encounter.
    • Updates Encounters, Patients, People
  2. Arrive and document Clinical Coordinator

    Clinical Coordinator records arrival; Licensed Clinician starts care and records observations and a draft note.

    • Records arrival, start and clinical evidence.
    • Updates Encounters, Observations, Clinical notes
  3. Sign Licensed Clinician

    Licensed Clinician checks consent and authority, then signs the clinical note.

    • Records signed evidence after authority checks.
    • Updates Clinical notes, Consents, Clinical privileges, Care team assignments
    ApprovalA person approves before the work moves on.
  4. Review and complete Clinical Reviewer

    Clinical Reviewer checks the note, observations and unresolved tasks before the encounter is Completed.

    • Resolves awaiting review.
    • Updates Encounters, Clinical notes, Observations, Care tasks
    ApprovalA person approves before the work moves on.
Clinical Coordinator
, Licensed Clinician, Clinical Reviewer.
Each person works within the patient and professional scope reflected by the linked records.

Set up Public Health Surveillance your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started