Workflow Related

This is a list of policies or protocols that are typically referenced in an organization's workflows.

Appointment Scheduling

• Policy Duplicate Patient Searching

Front Desk Appointment Check In

• Policy Frequency of obtaining an updated HIPAA form

Intake Process

• Protocol for vitals required (typically based off the type of visit, ie: Acute, Well, etc.)
• Standing Order Protocol
• Policy whether clinical staff can enter a Chief Complaint when starting a note

Chart Review

• Policy for addressing Alerts
• Which history components are required to be reviewed

Note

• Which providers require co-signature of their notes