01Referral intake & routing
A referral arrives through an approved form or document channel. The application checks required information and assigns the next administrative task.
Expected outputAn intake queue with a responsible owner, missing-information flags, and visible status.
Plan for: Agree duplicate handling, referral ownership, and the information each role can access.
02Assessment draft & review
A guided assessment produces a transcript and structured draft. A clinician checks the source, makes corrections, and approves the record.
Expected outputA reviewed assessment with source context available for verification.
Plan for: Define acceptable summary quality and require review of unsupported or missing statements.
03Multi-facility workflow management
Locations use assigned templates and route incomplete records to the appropriate team. Managers review outstanding administrative steps.
Expected outputA shared operational view with facility-specific access boundaries.
Plan for: Define cross-facility access and distinguish administrative reporting from clinical judgments.
04Approved record handoff
An authorized reviewer approves a record before export or transfer to a receiving application. Failed transfers enter a follow-up queue.
Expected outputA traceable handoff with an explicit success or exception status.
Plan for: Confirm the receiving system’s API, field mapping, identity matching, and write permissions.