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Common workflows.
A short reference for how common clinical and administrative work tends to flow through ClapMed. Practices adapt these to their own conventions.
Annual physical examination
A standard structure for performing and documenting an annual physical, including preventive care screening.
- 1Review the patient history and outstanding items
- 2Record vitals and update demographics
- 3Document the physical examination
- 4Order age-appropriate preventive screenings
- 5Update the problem list and care plan
- 6Apply the appropriate billing codes
Chronic disease follow-up
A general structure for chronic disease follow-up visits with regular monitoring and adjustment.
- 1Review recent labs and trend the relevant markers
- 2Reconcile current medications
- 3Screen for complications
- 4Discuss lifestyle and self-management
- 5Adjust treatment goals and prescriptions
- 6Schedule the next follow-up at the appropriate interval
New patient registration
Intake flow for registering a new patient, capturing demographics, insurance, and consent.
- 1Collect demographics and contact information
- 2Verify insurance and eligibility
- 3Collect consent and intake forms
- 4Capture medical history
- 5Assign a primary provider
- 6Send the welcome materials
Referral processing
Workflow for managing inbound and outbound referrals with status tracking.
- 1Log the referral request
- 2Confirm the patient and authorization
- 3Schedule the initial consultation
- 4Notify the referring provider
- 5Track the referral to completion
Provincial billing claim
Submitting and tracking a claim through a provincial billing program.
- 1Verify patient coverage
- 2Select the appropriate service codes
- 3Apply any required modifiers
- 4Validate the claim before submission
- 5Submit the batch to the payer
- 6Review the remittance and resolve rejections
Medication refill request
Handling a refill request from a patient or pharmacy with the right clinical review.
- 1Log the request
- 2Review the prescribing history
- 3Clinical review and approval
- 4Send the refill electronically to the pharmacy
- 5Notify the patient
Test result notification
Reviewing incoming results and communicating them to the patient appropriately.
- 1Review the result
- 2Categorize as normal, abnormal, or critical
- 3Document the action plan
- 4Notify the patient through the right channel
- 5Record the communication
Need a workflow that's not here?
Workflow templates can be customized for each clinic. If a workflow you rely on is missing from this list, tell us — we'll consider it for the next update.
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