Health and Allied Health

New Patient Onboarding Workflow for Health and Allied Health

For health and allied health practices, incomplete registration can make a first visit harder for both patients and staff. This map covers the appointment request, service suitability, registration, preparation and follow-up, while clinical judgement stays with qualified people.

Starts when

A new patient requests or accepts an appointment.

Ends when

The first appointment is completed and follow-up is arranged or documented.

Steps in this workflow

1. 1

   Receive the referral or request

   Record contact preferences and the reason for seeking an appointment.

2. 2

   Check suitability and availability

   Confirm the service is appropriate and offer a suitable appointment time.

3. 3

   Send registration information

   Provide forms, privacy information, directions, and appointment instructions.

4. 4

   Review returned details

   Check that required information is complete and flag anything needing clarification.

5. 5

   Prepare for the visit

   Make the relevant record available to the clinician before the appointment.

6. 6

   Complete follow-up

   Record attendance and arrange the next appointment or agreed follow-up.