| Triage and admission |
Patient, client, reason, acuity, alerts, time, clinician, and required consent. |
The team can identify priority, location, and the next owner without losing the link to the record. |
Test a new patient, a known patient, and a case whose priority changes. |
| Assign location and team |
Area, cage or bed, service, clinician, nursing owner, isolation status, and current state. |
Every role can tell where the patient is, who owns the next action, and which restrictions apply. |
Do not infer cage maps or isolation workflows unless the vendor demonstrates them. |
| Plan orders and tasks |
Order, dose or task, frequency, start, stop, owner, condition, and authorization. |
Pending work remains distinct from completed, omitted, rescheduled, or canceled work. |
Test a stat order, a recurring one, a conditional one, and a corrected one. |
| Perform and document |
Scheduled and actual time, performer, result, measurement, note, medication or supply, and exception. |
Execution contributes to the timeline without treating a checkbox as sufficient clinical evidence. |
Show a delay, refusal, dose change, and adverse event. |
| Hand off the shift |
Clinical state, open work, changes, risks, devices, results, action owners, and escalation. |
The incoming team can understand the case without relying on memory, paper, or isolated messages. |
Compare the handoff with source data and show what remains unread or unaccepted. |
| Procedure or surgery |
Preparation, owners, consent, monitoring, materials, documents, and recovery. |
Each stage preserves authorship, timing, findings, and related charges. |
Anesthesia, monitoring, DICOM, and specialty sheets each require separate evidence. |
| Administer, use, and capture charges |
Service, medication, supply, quantity, location, cost, charge, authorization, and correction. |
Clinical and financial activity can be explained without duplicate entry or hidden omissions. |
Trace one item through inventory, administration or use, return, adjustment, and invoice. |
| Discharge and follow-up |
Summary, instructions, prescriptions, documents, balance, communication, recheck, and owner. |
The closeout preserves open work, informs the client, and supports the next level of care. |
Correct a document and verify what the client receives and what remains in the record. |