Please note
The below workflow documents may not have the most updated information.
If you have any questions please contact your Super User and ATE.
Workflow categories
HIS Workflows
Access and Foundations
Capacity Management
HDS Non-Urgent Patient Transport
NH Non-Urgent Patient Transport
NH Patient Transport Request with Patient Prep Requirement
NH Extended Procedure / Inpatient Surgery
NH Inpatient Transfer (To Maternity OR Mental Health)
NH Registration - Admit from ED
NH Unplanned Perioperative to Inpatient Admission
NH and HDS Patient Transport Request
NH and HDS EVS and Transport Supervisor
NH Planned Perioperative to Inpatient Admission
NH and HDS Inpatient Transfer with Order
NH and HDS Inpatient without Order
NH and HDS Multifacility Transfer
Charge Services
Clinical Reporting
Medical Record Request - Document
Medical Record Request - Encounter
Report Request - Batch Request
Report Request - Document Accession
Report Request - Maintenance - Disclosure Audit Report
Registration
Documenting Worker's Comp Health Plans
External Deceased Patient Process
Inpatient Registration Process
Miscellaneous Health Plans Worklist
Outpatient Registration Process
Physician Not In Database (Unavailable Physicians Worklist)
Today's Expected Arrival Worklist
Walk-In Outpatient Diagnostics
Patient Access - eSignature - Follow-Up List
No Clinical Documentation - Cancel Encounter
Work Queue Management
HIM
Chart Completion - Administrative Closure (Orders)
Chart Completion - Documentation Correction
Clinical Document Correction - Enterprise Document Management
Coding Query (Review Provider Response)
Coding Query (Send to Provider)
Inpatient/Outpatient Coding Task
Deficiency Management - Administrative Closure (Documents)
Deficiency Management - Administrative Closure (Physician)
Deficiency Management - Administrative Closure (Resident/Advanced Practice Practitioner)
Deficiency Management - Analysis (Anticipated Documents Match and Tag)
Deficiency Management - Analysis (Missing Elements)
Deficiency Management - Analysis (Pass on Task)
Deficiency Management - Analysis (Scanned Documents)
Deficiency Management - Analysis (Scanned Documents - Loose)
Deficiency Management - Analysis (Specialty Documents)
Deficiency Management - Analysis
Deficiency Management - Letters (Deficiency Review)
Deficiency Management - Letters (Physician Holds)
Deficiency Management - Letters (Send to Providers)
Deficiency Management - Letters (Suspension)
Deficiency Management - Refusals (Anticipated Documents)
Deficiency Management - Refusals (Cosign Orders)
Deficiency Management - Refusals (Cosign Orders - Wrong Patient Encounter)
Deficiency Management - Refusals (Documents to Sign)
Enterprise Document Management - Document Library Single Document Capture
Release of Information - Request Management (1: Receive Request)
Release of Information - Request Management (2a: Update Requester)
Release of Information - Request Management (2b: Add Requester)
Release of Information - Request Management (3a: Log Request)
Release of Information - Request Management (3b: Patient Not Found)
Release of Information - Request Management (4a: Process Request)
Release of Information - Request Management (4b: Review Chart)
Release of Information - Request Management (4d: Invoice - Pre-Billable)
Release of Information - Request Management (4e: ROI Hold)
Release of Information - Request Management - External Auditor Requests
Release of Information - Request Management - PHIPA Access Record
Release of Information - Request Management - PHIPA Accounting of Disclosures
Release of Information - Request Management - PHIPA Amend Record
ERM - Person or Encounter - Combine
Scheduling
Ad Hoc Resource - Schedule Change (Add/Remove Slots)
Inbound Faxed Schedule to Orders
Managing Request Lists (Move/Cancel/Book/Reschedule)
Reschedule Displaced Appointments
Reschedule Multiple Appointments with Shuffle
Schedule a Protocol Appointment
Schedule Multiple Appointments for a Single Patient
Ambulatory
Radiology - Ortho/Fracture Clinic Schedule Clinic Appointment
Clerical/Administrative Communications/Messages/Phone Calls
Clinical Phone Calls and Messaging
Durable Medical Equipment (DME)
In-Clinic Medications (Scanning)
Infusion Recurring (Non-Oncology)
Laboratory (Performed Outside Health System)
Laboratory (Performed Within Health System)
Medication Process - Outpatient Medication Reconciliation
Outpatient - Documenting Medication History
PPD Administration and Reading
Prescriber Administered Medications
Radiology Diagnostics (Same Day)
Radiology Diagnostics in Health System (Scheduled)
Radiology Diagnostics Outside of Organization
Cardiovascular (Ambulatory/Radiology/Peri-op) Pacemaker Implantation Phase and Follow-up Clinic
Cardiovascular - Ambulatory - Cardioversion
Cardiovascular - Ambulatory/INA/Radiology/Peri-op/Phys - Invasive Cath Lab Procedure - Overview
Cardiovascular - Radiology/INA/Ambulatory - TEE without Anesthesia
Emergency Medicine
Acute Stroke Protocol (Non-NFS)
ED Critical Results Notification
Provider to Provider Handoff (DynDoc)
Legal Blood Draw (Request with Active ED Visit)
INA
(DI) Respiratory Therapy - Orders Review
Nutrition - Inpatient Dietitian Consult
Acute Care - Bedside Procedure Process
Acute Care - Blood Product Administration
Acute Care - Specimen Collection - Nurse Collect
Ancillary Care - Spiritual Care
Case Management - ALC Designation
Connect Nursing - Specimen Collections
Inpatient Nursing - Admission Process
Inpatient Nursing - Assignment Process
Inpatient Nursing - Bedside Point of Care Testing
Inpatient Nursing - Charge Nurse
Inpatient Nursing - Communication and Handoff Process
Inpatient Nursing - Critical Results Notification Process
Inpatient Nursing - Documenting Medication History
Inpatient Nursing - Foundational Nurse Overview (Ongoing Care)
Inpatient Nursing - Initiate and Manage Plan of Care
Inpatient Nursing - Nurse Manager
Inpatient Nursing - Nurse Review Process
Inpatient Nursing - Personal Support Worker
Inpatient Nursing - Unplanned Emergent Event
Inpatient Nursing - Ward Clerk
Inpatient Nursing - Wound Ostomy Continence Nurse Consult Process
Respiratory Therapy - Blood Gas Overview
Respiratory Therapy - Clinician to Clinician Report
Respiratory Therapy - Treatment Documentation No Meds
Respiratory Therapy - Treatment Documentation with Meds
Respiratory Therapy - Pulmonary Function Test
Medication Process - Ad Hoc Medication Administration (MAW)
Medication Process - Barcode Medication Administration (Medication Administration Wizard)
Medication Process - Bolus In Process
Medication Process - Medication Patch Removal
Medication Process - Medication Administration in Medication Administration Record (MAR)
Mental Health and Addictions
Out and About Clinic Progress Discharge
Acute Care - Restraints Seclusion (All Teams)
Addictions Peer Support Worker
CTO Workflow (Starting in IP MH)
Hep C Care Clinic Intake Progress
Med Surg to Mental Health (Consult Liason)
Outpatient Patient Visit Psych CAPS
Treatment Team Meeting - Inpatient (Rounds)
Treatment Team Meeting Outpatient
Transitions - ED to Mental Health (Non-SCS)
Transitions - ED to Mental Health Same Building St. Catharines
No Show Rescheduling Workflow Outpatient
Outpatient Addictions Intake Progress A Better Choice Program
Oncology
Ambulatory Phone Calls and Messaging
Oral Chemotherapy Education and Management
Outpatient Oral Anti-Cancer Medication Process
Performance Status and Toxicities Documentation
Perioperative
Anesthesiology - Blood Transfusion in OR
Anesthesiology - Day of Surgery Overview
Anesthesiology - Out of Department
Document Integrated Case Pick List
Phase II Recovery Depart (incl Endo APU)
Pre Surgical Assessment Clinic (Novari)
Procedural Sedation (Endoscopy APU)
Physician Track
Perioperative - Surgeon Proceduralist Day of Procedure
Prescriber Workflow - Goals of Care Documentation (Resuscitation Status)
Transitions - Discharge Readmit NH to HDS (Cross Encounter)
Transitions - ED to Inpatient Admit
Transitions - Inpatient Discharge
Transitions - Inpatient to Surgery
Transitions - Leave of Absence Med Pass (HDS)
Transitions - Leave of Absence Med Pass (NH)
Transitions - Organ and Tissue Donation
Transitions - Prescriber Workflow - Medical Assistance in Dying (MAiD)
Transitions - Prescription Order Entry
Transitions - Scheduled Same Day Surgery
Transitions - Telemetry Monitoring
Transitions - Transfer Level of Care (Single Encounter)
Acute Care - Prescriber Consults
Acute Care - Verbal Telephone Entry
Medical Learner Documentation (Med Student NP Student PA Student)
Medication Process - Admission Medication Reconciliation
Medication Process - Cross Encounter (Org to Org) Transfer Reconciliation
Medication Process - Discharge Medication Reconciliation
Medication Process - Medication Hold
Medication Process - Transfer (Change in Level of Care) All Orders Reconciliation
Prescriber Workflow - Documentation Correction (Wrong Encounter or Patient)
Prescriber Workflow - Image Capture
Prescriber Workflow - Prescriber Cosign
Prescriber Workflow - Prescriber Handoff
Prescriber Workflow - Proposed Orders
Prescriber Workflow - Refused Order
Rehab/
Interprofessional
OT Acute Inpatient NICU Pediatric Assessment and Ongoing Treatment (NH)
SMART QRT Initial Assessment and Ongoing Treatment
Acute Initial Assessment and Ongoing Treatment Planning
Acute Rehab Inpt Rehab Outpt Rehab Student Documentation Authentication
Rehab High Initial Assessment and Ongoing Treatment Planning
HDS Outpatient Initial Assessment and Treatment Planning
NH Outpatient Initial Assessment and Treatment Planning
Rehab High CCC Discharge Process
Work Queue Management - Enterprise Document Management - WQM External Inpatient Rehab Referral
Sepsis & RRT
Transitions (All Staff)
Transitions - Discharge Readmit NH to HDS (Cross Encounter)
Transitions - ED to Inpatient Admit
Transitions - Inpatient Discharge
Transitions - Inpatient to Surgery
Transitions - Leave of Absence Med Pass (HDS)
Transitions - Leave of Absence Med Pass (NH)
Transitions - Organ and Tissue Donation
Women and Babies
Early Pregnancy Assessment Clinic (EPAC)
Intraoperative Medication Administration
NICU Breastmilk Administration
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