A home visit with continuity
The care professional reviews the record, documents the visit and records the next responsibility.
Home & Palliative Care
Explore the people, decisions and connected records from the first action to the final handover.
END-TO-END WORKFLOW CASE
The care professional reviews the record, documents the visit and records the next responsibility.
A home-care team prepares a planned visit, documents the encounter and hands the next care responsibility to the continuing service.
Care delivered at home still needs one connected clinical and operational record.
Connect the patient, planned visit and responsible home-care service.
Review the documented care plan and earlier visit context before the encounter.
Record observations and the care activity performed within the agreed service.
Document any clinician-reviewed change, medication order or departmental request.
Record the next visit or care-team responsibility with the encounter context.
Connect the documented visit services to the selected billing and revenue follow-up.
Patient · Visit · Service
Each stage identifies the team, the action and the record carried forward.
Confirm the selected capabilities, required companions and external connections during configuration.
If the visit is postponed, record the change and responsible follow-up. Mobile, offline and family messaging are separately agreed scope.
Responsible team · Access & coordinationDocument the visit change and hand the next action to the responsible service. Distinguish planned activity from care actually delivered.
Responsible team · Access & coordinationRecord the new observations and refer the plan update to the responsible clinician; carry the reviewed decision into the next visit.
Responsible team · Treating clinicianExternal systems, device connections, catalogue licenses and national exchanges are activated only within their agreed delivery scope. The professionals retain clinical decisions.
END-TO-END WORKFLOW CASE
The responsible team reviews the documented care goals and updates the agreed plan.
A palliative-care service reviews a patient’s documented goals and care plan over several visits, with input from different professionals.
A person’s goals should remain visible as care responsibilities change.
Review the existing record and documented palliative-care context.
Record the agreed goals and professional care plan within the supported palliative workflow.
Arrange the selected service visits and document the responsible professionals.
Record observations and professional contributions against the current care plan.
Review documented changes and update the care plan through the responsible clinician.
Document the continuing care handover and any outstanding responsibility.
Patient record · Care context
Each stage identifies the team, the action and the record carried forward.
Confirm the selected capabilities, required companions and external connections during configuration.
A change in goals or care needs is referred to the responsible professional for review; the platform records the decision rather than making clinical decisions.
Responsible team · Treating clinicianDocument the visit change and hand the next action to the responsible service. Distinguish planned activity from care actually delivered.
Responsible team · Access & coordinationRecord the new observations and refer the plan update to the responsible clinician; carry the reviewed decision into the next visit.
Responsible team · Treating clinicianExternal systems, device connections, catalogue licenses and national exchanges are activated only within their agreed delivery scope. The professionals retain clinical decisions.
END-TO-END WORKFLOW CASE
The next professional receives the relevant visit notes, care plan and medication context.
A patient receives home-care input from nursing and a clinician. Each professional contributes to the same plan and hands remaining work to the next person.
A multidisciplinary service needs shared context without blurred responsibility.
Document the current care plan and the selected professional service responsibilities.
Arrange visits against the patient’s plan and responsible service.
Record the visit observations and nursing contribution in the patient’s context.
Review the available visit documentation and record any care-plan update.
Link documented medication and department requests to the reviewed care plan.
Record the next professional responsibility and outstanding items for the continuing service.
Care plan · Professional responsibilities
Each stage identifies the team, the action and the record carried forward.
Confirm the selected capabilities, required companions and external connections during configuration.
Conflicting documentation is returned to the responsible professionals for review, with the care-plan update documented in the shared context.
Responsible team · Treating clinicianDocument the visit change and hand the next action to the responsible service. Distinguish planned activity from care actually delivered.
Responsible team · Access & coordinationRecord the new observations and refer the plan update to the responsible clinician; carry the reviewed decision into the next visit.
Responsible team · Treating clinicianExternal systems, device connections, catalogue licenses and national exchanges are activated only within their agreed delivery scope. The professionals retain clinical decisions.
END-TO-END WORKFLOW CASE
Revenue teams trace the home-care activity through charges, claims and payment allocation.
A home-care service completes several visits under an agreed payer or self-pay arrangement. Revenue teams need to follow delivered services through settlement.
A visit schedule is not the same as a delivered service or a settled account.
Record the patient, payer or self-pay arrangement and agreed service context.
Document required coverage or authorization responses and responsible follow-up.
Record the care services delivered in each actual visit encounter.
Link reviewed charges to completed visit activity and the agreed tariff context.
Review the selected invoice or claim workflow and retain response history.
Allocate recorded payments or remittance and assign outstanding balances for follow-up.
Patient · Payer · Service arrangement
Each stage identifies the team, the action and the record carried forward.
Confirm the selected capabilities, required companions and external connections during configuration.
A cancelled visit is reviewed separately from completed care activity; disputed charges return to the documented service record.
Responsible team · Finance teamDocument the visit change and hand the next action to the responsible service. Distinguish planned activity from care actually delivered.
Responsible team · Access & coordinationRecord the new observations and refer the plan update to the responsible clinician; carry the reviewed decision into the next visit.
Responsible team · Treating clinicianExternal systems, device connections, catalogue licenses and national exchanges are activated only within their agreed delivery scope. The professionals retain clinical decisions.