> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Workflow Overview > The complete patient journey at an eye care center - from the first booking through examination, investigations, prescriptions, procedures, and billing. This page maps the full lifecycle of a patient visit at an eye care center. Three distinct patient journeys are covered: a routine eye examination, a medical eye consultation (e.g., glaucoma or retina), and a surgical pathway. *** ## Journey 1: Routine Eye Examination and Optical Prescription ``` PHASE 1: REGISTRATION New patient arrives at reception │ ▼ Front desk registers the patient Patient record created Vision history, family eye history, current glasses noted │ ▼ Optional: Registration fee collected Patient portal invite sent │ ▼ PHASE 2: APPOINTMENT BOOKING │ ├── Front desk books in person │ OR └── Patient books online (portal) │ ▼ Patient Appointment created Type: Comprehensive Eye Examination or Refraction Status: Scheduled │ ▼ Appointment Confirmation SMS sent to patient │ ▼ PHASE 3: ARRIVAL AND PRE-SCREENING Patient arrives and checks in Status: Checked In → Open │ ▼ Ophthalmic Technician records pre-screening: - Distance and near visual acuity (unaided) - Intraocular pressure (IOP - non-contact tonometry) - Patient history update │ ▼ Patient sent to examination room │ ▼ PHASE 4: EYE EXAMINATION Optometrist/Ophthalmologist opens the Patient Encounter │ ▼ 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.) │ ▼ Optical prescription recorded and printed for patient Encounter submitted → Appointment Closed │ ▼ PHASE 5: BILLING Billing creates invoice for consultation + refraction fee Patient pays Appointment Invoiced = ticked │ ▼ PHASE 6: FOLLOW-UP (if needed) Next appointment booked Fee Validity created if free follow-up applies ``` *** ## Journey 2: Medical Eye Consultation (Glaucoma / Retina / Cataract) ``` PHASE 1-3: Registration, Booking, Arrival (same as above) PHASE 4: EYE EXAMINATION (MEDICAL) Ophthalmologist records the examination │ ▼ 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) │ ▼ Investigations sent to: ├── Ophthalmic Technician (OCT, Visual Fields, Photography) └── Laboratory User (any blood tests) │ ▼ PHASE 5: INVESTIGATIONS Technician performs ordered investigations Clinical Procedure record: Completed → Submitted Diagnostic Report created with findings │ ▼ OCT and visual field results available in Patient History Ophthalmologist reviews and interprets findings │ ▼ 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 │ ▼ PHASE 7: BILLING Invoice for consultation + all investigations Patient pays ``` *** ## Journey 3: Surgical Pathway (e.g., Cataract Surgery) ``` PHASE 1-4: Initial Examination identifies surgical need Ophthalmologist decides surgery is needed Encounter records: "Admit for surgery" / "Surgical referral" │ ▼ PHASE 5: PRE-OPERATIVE ASSESSMENT Pre-op appointment booked │ ▼ 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 │ ▼ Lab tests processed and approved Surgical date confirmed │ ▼ PHASE 6: SURGERY DAY Patient arrives for surgery │ ▼ Inpatient Record created Patient assigned to Day Surgery Bay / OT │ ▼ Pre-op nursing checklist completed: - Pupil dilation eye drops instilled - Surgical site marked - IV access (if required) - Consent confirmed │ ▼ Surgery performed (Clinical Procedure: Phacoemulsification) Surgical notes recorded Post-operative instructions given │ ▼ Patient discharged from bay Inpatient Record submitted │ ▼ PHASE 7: POST-OPERATIVE FOLLOW-UP Post-op appointments booked: - Day 1 post-op - Week 1 post-op - Month 1 post-op │ ▼ Post-op examinations record visual recovery, IOP, corneal status │ ▼ Final optical prescription issued (glasses update) │ ▼ PHASE 8: BILLING Invoice for surgery + pre-op investigations + post-op follow-ups Possible insurance/third-party billing ``` *** ## Appointment Status Flow ``` Scheduled → Confirmed → Checked In → Open → Closed │ └── (or Cancelled / No Show) ``` | Status | What It Means for Eye Care | | ---------- | ------------------------------------------------------------------------------------------------------------- | | Scheduled | Appointment booked, confirmation SMS pending | | Confirmed | Confirmation sent - patient knows date, time, and instructions (bring glasses, arrange transport if dilation) | | Checked In | Patient arrived at reception | | Open | Patient in pre-screening or waiting for doctor | | Closed | Examination completed and encounter submitted | | Cancelled | Patient or clinic cancelled | | No Show | Patient did not attend | *** ## Role Summary | Phase | Primary Role | | ----------------------------------- | ------------------------------------- | | Registration and Booking | Front Desk | | Pre-screening (VA, IOP) | Ophthalmic Technician | | Eye Examination | Ophthalmologist or Optometrist | | Investigations (OCT, Visual Fields) | Ophthalmic Technician | | Laboratory | Laboratory User + LabTest Approver | | Surgical Procedures | Ophthalmologist + Ophthalmic Nurse | | Post-op Nursing | Ophthalmic Nurse | | Billing | Healthcare Administrator / Front Desk |