Workflow Overview

PHASE 1: REGISTRATION
New patient arrives at reception
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Front desk registers the patient
Patient record created
Vision history, family eye history, current glasses noted
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Optional: Registration fee collected
Patient portal invite sent

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PHASE 2: APPOINTMENT BOOKING
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         ├── Front desk books in person
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         └── Patient books online (portal)
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         Patient Appointment created
         Type: Comprehensive Eye Examination or Refraction
         Status: Scheduled
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         Appointment Confirmation SMS sent to patient

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PHASE 3: ARRIVAL AND PRE-SCREENING
Patient arrives and checks in
Status: Checked In → Open
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Ophthalmic Technician records pre-screening:
  - Distance and near visual acuity (unaided)
  - Intraocular pressure (IOP - non-contact tonometry)
  - Patient history update
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Patient sent to examination room

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PHASE 4: EYE EXAMINATION
Optometrist/Ophthalmologist opens the Patient Encounter
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Records the full examination:
  ├── Chief complaint (blurry vision, eye pain, floaters, redness)
  ├── Visual acuity (unaided and corrected, distance and near)
  ├── Cover test and ocular motility
  ├── Refraction (sphere, cylinder, axis, reading addition)
  ├── Slit lamp examination (lids, cornea, anterior chamber, lens)
  ├── Intraocular pressure (applanation)
  ├── Fundus examination (optic disc, macula, periphery)
  └── Diagnosis (refractive error, presbyopia, dry eye, etc.)
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Optical prescription recorded and printed for patient
Encounter submitted → Appointment Closed
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PHASE 5: BILLING
Billing creates invoice for consultation + refraction fee
Patient pays
Appointment Invoiced = ticked

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PHASE 6: FOLLOW-UP (if needed)
Next appointment booked
Fee Validity created if free follow-up applies

PHASE 1-3: Registration, Booking, Arrival (same as above)

PHASE 4: EYE EXAMINATION (MEDICAL)
Ophthalmologist records the examination
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Investigations ordered:
  ├── Visual Field Test (for glaucoma)
  ├── OCT (for glaucoma, macula, retina)
  ├── Fundus Photography (for retinal conditions)
  ├── Pachymetry (corneal thickness for glaucoma)
  ├── Biometry (for cataract surgical planning)
  └── Fluorescein Angiography (for retinal vascular disease)
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Investigations sent to:
  ├── Ophthalmic Technician (OCT, Visual Fields, Photography)
  └── Laboratory User (any blood tests)

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PHASE 5: INVESTIGATIONS
Technician performs ordered investigations
Clinical Procedure record: Completed → Submitted
Diagnostic Report created with findings
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OCT and visual field results available in Patient History
Ophthalmologist reviews and interprets findings

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PHASE 6: TREATMENT DECISIONS AND PRESCRIPTIONS
Ophthalmologist adds:
  ├── Eye drop prescription (glaucoma drops, lubricants, etc.)
  ├── Surgical plan if needed (referral to surgical pathway)
  └── Follow-up appointment date and interval
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PHASE 7: BILLING
Invoice for consultation + all investigations
Patient pays

PHASE 1-4: Initial Examination identifies surgical need
Ophthalmologist decides surgery is needed
Encounter records: "Admit for surgery" / "Surgical referral"

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PHASE 5: PRE-OPERATIVE ASSESSMENT
Pre-op appointment booked
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Pre-op nurse/technician completes:
  ├── Biometry (IOL power calculation)
  ├── Corneal topography
  ├── Blood tests: Blood Sugar, CBC, ECG (if needed)
  ├── Consent documentation
  └── Pre-op nursing checklist
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Lab tests processed and approved
Surgical date confirmed

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PHASE 6: SURGERY DAY
Patient arrives for surgery
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Inpatient Record created
Patient assigned to Day Surgery Bay / OT
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Pre-op nursing checklist completed:
  - Pupil dilation eye drops instilled
  - Surgical site marked
  - IV access (if required)
  - Consent confirmed
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Surgery performed (Clinical Procedure: Phacoemulsification)
Surgical notes recorded
Post-operative instructions given
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Patient discharged from bay
Inpatient Record submitted
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PHASE 7: POST-OPERATIVE FOLLOW-UP
Post-op appointments booked:
  - Day 1 post-op
  - Week 1 post-op
  - Month 1 post-op
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Post-op examinations record visual recovery, IOP, corneal status
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Final optical prescription issued (glasses update)

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PHASE 8: BILLING
Invoice for surgery + pre-op investigations + post-op follow-ups
Possible insurance/third-party billing

Scheduled → Confirmed → Checked In → Open → Closed
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                                           └── (or Cancelled / No Show)