> ## 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 in the Rehabilitation Center - from registration to discharge - with every role, every step, and every record explained.

This page shows the full end-to-end journey a patient takes through the rehabilitation center. Every step, every record created, and every person involved is explained here.

***

## The Complete Patient Journey

```
Patient arrives / is referred
         │
         ▼
Front Desk registers the Patient
(Patient record created)
         │
         ▼
Appointment booked
(Patient Appointment created)
         │
Confirmation SMS sent to patient ◄── Automatic
         │
Reminder SMS sent before appointment ◄── Automatic (day before / hours before)
         │
         ▼
Patient arrives → Vital Signs recorded by Nurse
         │
         ▼
Doctor/Therapist opens Patient Encounter
- Records symptoms and diagnosis
- Prescribes therapy plan
- Orders lab tests (if needed)
- Prescribes medication (if needed)
         │
         ├─────────────────────────────────────────┐
         ▼                                         ▼
  Therapy Plan created                      Lab Test ordered
  (Therapy Plan record)                     (Sample Collection → Lab Test)
         │                                         │
         ▼                                         ▼
  Therapy appointments booked             Lab Technician enters results
  (Patient Appointments - Therapy)               │
         │                                    Lab Approver reviews
         ▼                                    & approves results
  Physiotherapist conducts sessions              │
  (Therapy Session record per visit)        Result sent to doctor/patient
  - Exercises recorded                           │
  - Counts targeted vs. completed                ▼
  - Patient Assessment if needed          Doctor reviews in next consultation
         │
         ▼
  Sessions count up against the plan
  (Therapy Plan: 8/10 sessions complete)
         │
         ▼
  Therapist / Doctor reviews progress
  (Patient Assessment scores compared)
         │
         ├── Not recovered → Extend plan / add sessions
         │
         └── Recovery goals met → Discharge
                   │
                   ▼
            Final consultation
            Discharge notes written
            Follow-up date set
            (if inpatient: Inpatient Record discharged)
```

***

## Phase 1: Patient Registration (Front Desk)

**Who does this:** Front Desk / Healthcare Administrator

### When to do this

Every new patient who comes to the center for the first time must be registered. A patient who has been before already has a record - search for them by name or mobile before creating a new one.

### What is recorded

* Full name, date of birth, gender
* Mobile number and email (for appointment reminders)
* Blood group
* Known allergies and current medications
* Medical history (past illnesses, surgeries)
* Emergency contact

### Result

A Patient record is created and the patient gets an account in the system. If "Invite User" is turned on, the patient receives an email to access the patient portal.

***

## Phase 2: Booking the Appointment (Front Desk)

**Who does this:** Front Desk

### Steps

1. Open the **Patient Appointment** form
2. Select the patient
3. Choose the appointment type (Consultation, Follow-up, Therapy Session, Procedure)
4. Select the practitioner
5. Choose the date and time (the system shows only available slots based on the practitioner's schedule)
6. Select the service unit (consultation room, physiotherapy gym, etc.)
7. Save and submit

### What happens automatically

* An appointment confirmation SMS or message is sent to the patient
* The appointment appears in the practitioner's schedule for that day
* The "Open Appointments" number card increases by one

***

## Phase 3: Pre-Consultation Vital Signs (Nurse)

**Who does this:** Nurse

When the patient arrives for their appointment, the nurse records vital signs before the doctor sees them.

| Vital Sign          | Why It Matters for Rehabilitation                                                    |
| ------------------- | ------------------------------------------------------------------------------------ |
| Blood pressure      | Important for patients with cardiovascular risk factors undergoing intensive therapy |
| Pulse               | Helps monitor cardiac response to exercise therapy                                   |
| Temperature         | Screens for infection before therapy                                                 |
| Height, Weight, BMI | Baseline for physical progress tracking                                              |

The vital signs are linked to the appointment and automatically appear in the Patient History.

***

## Phase 4: The Consultation (Doctor / Physician)

**Who does this:** Doctor / Physician

The doctor opens a **Patient Encounter** linked to the appointment. They record:

### Symptoms

What the patient is complaining about. Selected from a list of standard complaints or typed freely (for example, "Right knee pain after walking", "Loss of grip strength in left hand").

### Diagnosis

The formal clinical diagnosis. Selected from standardized codes or typed freely (for example, "Post-surgical knee rehabilitation", "Stroke rehabilitation - left hemiplegia").

### Therapy Plan Prescription

The doctor creates or links a **Therapy Plan** specifying:

* Which therapy types are needed
* How many sessions of each

Example: "Physiotherapy - 12 sessions, Occupational Therapy - 8 sessions."

### Medication Prescription (if needed)

The doctor prescribes any medications needed for pain management or recovery support.

### Lab Tests (if needed)

The doctor orders any required blood tests or imaging.

### Notes

Any additional notes about the patient's condition or instructions.

When the encounter is saved, the system can automatically create Service Requests for each prescribed therapy and orders for each lab test.

***

## Phase 5: Therapy Plan Execution (Physiotherapist)

**Who does this:** Physiotherapist / Therapist

This is the core of rehabilitation. The therapist works through the therapy plan session by session.

### Before Each Session

1. Open the appointment for the therapy session
2. Create or open the **Therapy Session** record linked to the appointment and therapy plan
3. Review the patient's history and previous session notes

### During Each Session

The therapist records:

| Field               | What to Record                             |
| ------------------- | ------------------------------------------ |
| Therapy type        | Which type of therapy was performed today  |
| Start date and time | When the session began                     |
| Duration            | How many minutes the session lasted        |
| Service unit        | Which room or gym was used                 |
| Exercises           | List each exercise performed               |
| Counts targeted     | How many repetitions were planned          |
| Counts completed    | How many the patient actually completed    |
| Notes               | Clinical observations and patient feedback |

### Patient Assessment (Periodic)

At the start of the plan, mid-way, and at the end, the therapist runs a formal **Patient Assessment** using a standardized template. The system calculates the total score automatically.

Comparing scores from the first assessment to the latest one shows whether the patient is improving.

### After Each Session

* The therapy session is submitted
* The Therapy Plan's "sessions completed" count increases automatically
* The session appears in the Patient History

***

## Phase 6: Lab Test Processing (Lab Team)

**Who does this:** Lab Technician, Lab Approver

### Step 1: Sample Collection

The lab technician collects the sample from the patient and records a **Sample Collection** document with the sample type, date, and time.

### Step 2: Lab Test Processing

The technician opens the **Lab Test** record (created when the doctor ordered the test) and enters the results for each parameter.

### Step 3: Approval

If "Lab Test Approval Required" is on in Healthcare Settings, a Lab Approver reviews the results before they are released. The approver ensures:

* All parameters have been filled in
* Any abnormal results are flagged
* The format is correct

### Step 4: Result Released

The approver clicks Approve. The result is now available in the Patient History and can be printed or emailed to the patient.

***

## Phase 7: Nursing Care (Inpatient or Day Care)

**Who does this:** Nurse

For patients who are admitted or require nursing care:

1. The nurse checks the **Inpatient Record** (if admitted) or the **Nursing Tasks** list
2. Each nursing task (check vitals, administer medication, change dressing, etc.) is completed and marked as done
3. The nurse records actual start and end times and any notes

For inpatient medication: the nurse opens the **Inpatient Medication Order** and records each dose as administered.

***

## Phase 8: Progress Review and Discharge Decision (Doctor)

**Who does this:** Doctor / Physiotherapist

Periodically (or at the end of the therapy plan), the doctor reviews:

* Patient Assessment scores from multiple sessions (are they improving?)
* Therapy Plan status (how many sessions completed vs. prescribed?)
* Current symptoms vs. initial symptoms

**If the patient has not recovered**: the doctor extends the therapy plan, adds more sessions, or prescribes a different therapy type.

**If recovery goals are met**: the doctor schedules a final consultation and prepares for discharge.

***

## Phase 9: Discharge (Doctor + Front Desk)

**Who does this:** Doctor, then Front Desk

### Doctor's Actions

In the final consultation (Patient Encounter):

* Notes the discharge decision
* Writes discharge instructions (exercises to continue at home, restrictions, medications to continue)
* Sets a follow-up appointment date

For inpatients: the doctor updates the **Inpatient Record** with discharge notes and submits the discharge.

### Front Desk's Actions

* Ensures all outstanding services are invoiced
* Books the follow-up appointment if required
* Prints discharge summary (if needed)

***

## Role Summary

| Role                                  | Phase They Are Active In                                               |
| ------------------------------------- | ---------------------------------------------------------------------- |
| Front Desk (Healthcare Administrator) | Registration, Appointment booking, Billing, Discharge paperwork        |
| Physician / Doctor                    | Consultation, Diagnosis, Therapy plan prescription, Discharge decision |
| Physiotherapist                       | Therapy sessions, Patient assessments, Exercise prescription           |
| Nurse                                 | Vital signs, Nursing tasks, Inpatient medication administration        |
| Lab Technician                        | Sample collection, Lab test processing                                 |
| Lab Approver                          | Lab result approval and release                                        |

***

## Records Created at Each Phase

| Phase              | Record Created                                             |
| ------------------ | ---------------------------------------------------------- |
| Registration       | Patient                                                    |
| Appointment        | Patient Appointment                                        |
| Pre-consultation   | Vital Signs                                                |
| Consultation       | Patient Encounter, Service Request, Medication Request     |
| Therapy plan       | Therapy Plan                                               |
| Each therapy visit | Therapy Session, Patient Assessment (periodic)             |
| Lab                | Sample Collection, Lab Test                                |
| Inpatient          | Inpatient Record, Inpatient Medication Order, Nursing Task |
| Discharge          | Updated Patient Encounter, updated Inpatient Record        |