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For clinical coordinators: create and link patient folders instantly

Clinical coordinators adding observations get unlinked documents, causing lost notes and handoff delays. It creates a patient folder and attaches the link to the record so coordinators find files fast.

For clinical coordinators: create and link patient folders instantly

Overview

Clinical documentation gaps put patient outcomes at risk and slow clinical handoffs. This workflow creates a patient-specific folder for every observation record and saves its link to the record, eliminating lost documents and giving coordinators immediate access for faster handoffs.

Notable Features

  • Create patient-specific folders on record
  • Attach folder links to records
  • Notify coordinators when folder ready

For clinical coordinators: create and link patient folders instantly