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A clearer workflow / 02

Keep people in control
at every step.

Example workflows only. Actual capabilities and setup depend on your clinic.

Clinical documentation

From conversation to
reviewed note.

  1. 01 / Capture

    Record visit information

    Follow the clinic-approved capture process.

  2. 02 / Draft

    Create an editable note

    Organize relevant details for clinician review.

  3. 03 / Review

    Clinician approves

    Correct and complete the note before it enters the record.

Draft for reviewFictional example

Visit note

Chief concern

Knee discomfort after returning to running

Visit summary

Patient describes intermittent soreness after increasing weekly mileage.

Assessment and plan

To be reviewed and completed by the clinician.

Illustrative only. Not a patient record or medical advice.

Patient communication

Calls follow a
clinic-defined path.

Set what can be handled and when staff should follow up.

  1. 01Patient calls
  2. 02Request is captured
  3. 03Staff follow-up or defined next step

Illustrative workflow. Actual actions and handoffs depend on clinic requirements and configured capabilities.

EMR workflow automation

Scope the task
before automating.

Confirm system compatibility, access, and review requirements first.

  1. 01 / Understand

    Choose a task

    Identify the repetitive work.

  2. 02 / Confirm

    Check compatibility

    Verify system access and permissions.

  3. 03 / Approve

    Set review points

    Define where people review or approve.

Start with your workflow

Let’s map the next step.

Discuss a workflow