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Outpatient Physician Workflow: Patient Search and Consultation Management

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1. Purpose of the Scenario

This scenario describes the full workflow of an outpatient physician:

• patient search
• opening the medical record
• working with consultations
• filling in and signing a consultation

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2. System Login

Preconditions

• The user is authenticated under an outpatient physician account

Result

After successful login, the mainMain system workspace is displayed.

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3. Patient Search

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3.1 AvailableFast Search Parameters

PatientAction: searchEnter ispatient performeddata viain the Fast Search window.

Available fields:panel:

• Ambulatory card number
• Case number
• Last name
• / First name
• / Middle name
• Date of birth (dd.mm.yyyy)
• Document

Expected result: System displays matching patients in the results table.

Screenshot: 📷 Figure 1 — Fast Search panel with available search fields

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3.2 Search Results

AfterAction: executingReview athe search,search aresults tabletable.

Expected result: A list of patients is displayed with the following columns:

• Time
• Code
• Full name
• Date of birth
• Attachment
• Residential address
• Registration address
• Additional information
• Doctor

Expected

Screenshot: result📷

AFigure list2 of— patients matching thePatient search criteriaresults istable displayed.with highlighted row

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3.3 No DataResults Scenario

IfAction: Perform a search with no patientmatching is found:patients.

Expected theresult: systemSystem displays themessage:

message:

Data not found

Expected result

TheScreenshot: user📷 understandsFigure that3 the— Empty search returnedresult nostate results(Data andnot canfound adjust search parameters.message)

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4. Opening the Medical Record

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4.1 ActionOpen Patient Record

ToAction: openDouble-click a medical record:

double-click the required patient row in the search resultsresults.

Expected result: Patient medical record opens.

Screenshot: 📷 Figure 4 — Medical record header with patient context

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4.2 Result

The patient medical record is opened.

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4.3 Medical Record Header

TheDisplayed top section of the medical record displays:information:

• Patient full name
• Date of birth and age
• Ambulatory case number
• Search context (Search patient / from / by)

Example:

• Patient: Artamonova Vlada
• Date of birth:DOB: 04.05.1995 (31)
• AmbulatoryCase case No.:No: 104197/2024

Expected result

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TheScreenshot: user📷 canFigure clearly5 identify— theMedical selectedrecord header (patient andidentification verify correctness.block)

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5. Medical Record Structure

TheAvailable following tabs are available:tabs:

• Consultations
• Radiological Diagnostics
• Laboratory investigations
• Dentistry
• Referrals
• Medical history
• Visits
• Other

Screenshot: 📷 Figure 6 — Medical record tab navigation panel

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5.1 Common Tab Actions

Each tab supports the following actions:supports:

• Print — print data
• Create — create a new record
• Create based on — create based on an existing record
• Edit — edit a record

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Screenshot:

5.2📷 AccessFigure Rights7 Rule

—

Tab Editingaction istoolbar available(Print only/ toCreate users/ with appropriate permissions Users without elevated permissions may have read-only access Edit)

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6. Consultations Section

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6.1 PurposeConsultation List View

TheAction: Open Consultations tab contains all patient consultation records.tab.

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Expected

6.2 Consultationresult:

List (Withoutof Openingconsultations ais Record)displayed.

Displayed fields:

• Consultation number
• Consultation date
• Payment type
• Doctor’sDoctor name
• Specialty
• Service name
• Visit / illness
• ICD-10 diagnosis
• Document signedSigned status

Screenshot: 📷 Figure 8 — Consultations list with multiple records

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6.2 No Previous Versions Rule

System limitation:

Only the latest version of consultation is stored

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6.3 Expected result

The user sees a list of all patient consultations with summary medical and administrative data.

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6.4 Limitations

Only current records are displayed Previous versions of consultations are not stored

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6.5 Opening aOpen Consultation

Action

Action:

double-Double-click a consultation rowrow.

Expected resultresult:

The selected consultationConsultation form opensopens.

Screenshot: 📷 Figure 9 — Consultation form opened (latestoverview available version of the record).layout)

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7. Consultation Form

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7.1 General LogicPurpose

The consultation form is usedUsed for:

• enteringfilling medical data
• ordering examinationsservices and servicesreferrals
• formingdiagnosis a diagnosiscreation
• signing the consultation

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7.2 Action Panel

Available buttons:Buttons:

• Save — save changes
• Save the template — save as template
• Upload a template — load template
• Sign — sign consultation
• Print — print form
• Close

Screenshot: 📷 Figure 10 — closeConsultation formaction panel (Save / Sign / Print)

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7.3 Saving Rules

Action:

Click Save.

Expected result: Consultation can beis saved inas draftdraft.

mode

Screenshot:

Saving📷 doesFigure not11 require— allSaved fieldsconsultation tostate be filled indicator

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7.4 Signing Rules (Sign)

Conditions

Action: forClick signingSign.

SigningSystem isrule: allowed only if:

allAll mandatory fields (highlighted in yellow) aremust completedbe filled.

Restriction

If required fields are missing, the system blocks the Sign action

Expected resultresult:

• If valid → consultation is signed successfully
• If invalid → system prevents signing andis shows validation errorsblocked

Screenshot: 📷 Figure 12 — Mandatory fields highlighted in yellow + Sign validation

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7.5 Editing Rules

Access control

• Users with extendedsufficient permissions can edit consultations
• Regular users may have read-only access depending on role configuration

Screenshot: 📷 Figure 13 — Read-only vs editable consultation state

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7.6 Consultation FormClinical Sections Overview

General

Sections Informationinclude:

• paymentGeneral typeinformation
• examination type

service name

Clinical Data

anamnesis objective status vital signs complaints and examination data

Diagnosis

diagnosis type primary/secondary diagnosisConclusion ICD-10 code first-time diagnosis indicator suspected malignancy indicator

Conclusion

conclusion recommendations disability status treatmentStatistical information

Statistical

Screenshot: Information📷

Figure treatment14 result— reasonConsultation forform visitsections planned hospitalization date overview

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7.7 Bottom Panel

Displays:Contains:

• system version

• doctor information

  info

• specialty

actions:

• Download Manual
• Print
• Exit

Screenshot:

📷 Figure 15 — Bottom system panel with Exit button

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7.8 Completing Work

AfterAction: completingSave work:and/or sign consultation, then exit system.

Expected result: Session is safely closed.

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Screenshot: 📷 Figure 16 — Exit button location in consultation form

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Если хочешь, следующий шаг — я могу:

• theпривести consultationэто mustк beConfluence savedмакету and/or(with signedanchors + auto-numbering)
• theили user must exit the system using theсделать Exitединый шаблон для всех модулей (Consultations / Labs / Radiology), buttonчтобы дальше ты просто подставлял данные без переписывания структуры.