> ## 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 a general clinic - from the moment they book an appointment to when their invoice is settled and their file is closed. This page shows the full lifecycle of a patient visit at a general clinic. Every phase is explained with which team member is responsible and what record gets created. *** ## The Full Patient Journey ``` PHASE 1: PATIENT REGISTRATION New patient arrives at reception │ ▼ Reception registers the patient Patient record created (HLC-PAT-.YYYY.-) Medical history, allergies noted │ ▼ Optional: Registration fee collected Patient portal invite sent (if enabled) │ ▼ PHASE 2: APPOINTMENT BOOKING │ ├── Reception books in person │ OR └── Patient books online (portal) │ ▼ Patient Appointment created (HLC-APP-.YYYY.-) Linked to doctor, department, date, and time slot Status: Scheduled │ ▼ Appointment Confirmation SMS sent automatically Status: Confirmed │ ▼ PHASE 3: PATIENT ARRIVAL AND CHECK-IN Patient arrives at clinic │ ▼ Reception checks in the patient Status: Checked In → Open │ ▼ Nurse records Vital Signs (temperature, BP, pulse, weight, height, BMI) │ ▼ Doctor is notified patient is ready │ ▼ PHASE 4: CONSULTATION Doctor opens the Patient Encounter (HLC-ENC-.YYYY.-) │ ▼ Doctor records: ├── Symptoms / Complaints ├── Examination findings ├── Diagnosis ├── Drug Prescription (medications) ├── Lab Test orders ├── Clinical Procedure orders └── Referrals / Therapy orders │ ▼ Encounter is submitted Appointment status → Closed Orders sent to lab / procedure room │ ▼ Prescription can be printed or emailed to patient │ ▼ PHASE 5: ANCILLARY SERVICES │ ├── LABORATORY │ Lab Test record created (from order) │ Sample collected (Sample Collection record) │ Lab Technician enters results │ Lab Approver reviews and submits │ Results available in Patient History │ Result notification sent to patient │ ├── CLINICAL PROCEDURES │ Clinical Procedure record created │ Procedure performed by doctor/nurse │ Consumables tracked │ Record submitted │ └── DIAGNOSTIC IMAGING/OBSERVATIONS Observation records created Results entered by radiologist/technician Diagnostic Report groups observations Report reviewed and approved │ ▼ PHASE 6: BILLING Billing team checks "Appointments to Bill" count │ ▼ For each completed appointment: ├── Create Sales Invoice ├── Add consultation fee ├── Add lab test fees ├── Add procedure fees └── Add any other services │ ▼ Patient pays (cash, card, insurance) Invoice submitted → Invoiced status ticked on appointment │ ▼ PHASE 7: FOLLOW-UP │ ├── If free follow-up eligible: │ Fee Validity record created │ Next visit within valid days = no fee │ ├── If next appointment needed: │ Book follow-up appointment │ Status: Scheduled │ └── Patient views results online via portal ``` *** ## Phases at a Glance | Phase | Who Handles It | Records Created | | --------------------------- | ---------------------------------- | ------------------------------------------------ | | 1. Patient Registration | Reception | Patient | | 2. Appointment Booking | Reception or Patient (online) | Patient Appointment | | 3. Check-in and Vital Signs | Reception + Nursing User | Vital Signs | | 4. Consultation | Healthcare Practitioner | Patient Encounter, Drug Prescription, Lab orders | | 5a. Laboratory | Laboratory User, LabTest Approver | Lab Test, Sample Collection | | 5b. Clinical Procedures | Doctor, Nursing User | Clinical Procedure | | 5c. Diagnostic Reports | Doctor, Technician | Observation, Diagnostic Report | | 6. Billing | Healthcare Administrator / Billing | Sales Invoice | | 7. Follow-up | Reception, Patient (online) | Fee Validity, next Patient Appointment | *** ## Appointment Status Flow An appointment moves through these statuses as the visit progresses: ``` Scheduled → Confirmed → Checked In → Open → Closed │ └── (or Cancelled / No Show) ``` | Status | What It Means | | ---------- | -------------------------------------------------- | | Scheduled | Appointment booked, not yet confirmed | | Confirmed | Appointment confirmation sent to patient | | Checked In | Patient arrived at clinic | | Open | Patient is waiting to be seen | | Closed | Consultation completed | | Cancelled | Appointment cancelled before the visit | | No Show | Patient did not arrive and appointment time passed | *** ## For Inpatient Admissions Some patients seen in a general clinic consultation need to be admitted overnight. When that happens, the workflow extends: ``` Doctor decides admission is needed (during Patient Encounter) │ ▼ Inpatient Record created Bed assigned (Healthcare Service Unit) Patient admitted │ ▼ Nursing Tasks created for daily care Doctor visits → Inpatient Visit recorded Medications ordered → Inpatient Medication Order │ ▼ Lab tests and procedures continue as normal │ ▼ Doctor issues discharge order Discharge notes and follow-up date recorded Inpatient Record submitted Bed becomes Vacant │ ▼ Final consolidated invoice created for entire stay ```