One ongoing relationship. A more connected record
Primary care holds the long view. Explore workflows that connect today’s visit with the follow-ups, coordination, and communication that come after it.
From one visit to the next
An illustrative workflow
In the visit note
Follow up in four weeks to revisit the agreed plan. Prepare the appointment task and patient message for review.
Work to prepare
- Prepare a four-week follow-up task
- Assign the scheduling work to the practice team
A patient message
Let’s arrange the follow-up discussed during your visit. The practice team can help you find a suitable appointment.
Draft for reviewBring the relevant story forward
Connect the current concern with the history, priorities, and plan that matter for the visit. Reduce the need to piece the clinical story together from disconnected notes.
Give open work an owner
Keep follow-up and coordination tasks linked to the record. Make it clear what is ready, what is waiting, and where a person needs to make the next decision.
Close the communication loop
Prepare the practical message that follows an agreed plan. The team reviews the details before sending and keeps the next step visible in the same workflow.
These examples describe the workflows we’re designing with practices. A conversation about your team’s work will help us understand what needs to come next.