Track · Clinicians

Clinicians

The visit, end to end: ambient documentation, the staged encounter, orders and prescribing, and what sign-off locks. Includes the module on how the AI is advisory and the clinician decides.

10 lessons · 77 minutes · Physicians, NPs and PAs

Lessons

Take them in order the first time. After that, use this page as a reference index.

  1. 01 The staged visit Four stages from intake to sign-off, the consent gate that unlocks them, and the status strip that never leaves the screen. 7 min
  2. 02 Intake — what you know before you walk in The patient's own answers, the screening flags that need acting on, the checklist, and the pill count. 8 min
  3. 03 The exam — ambient capture Start listening, what the transcript is and isn't, and the privacy design worth being able to explain to a patient. 7 min
  4. 04 The AI advises, you decide What the assistant is allowed to do, what it is structurally prevented from doing, and how to check its reasoning in one click. 9 min
  5. 05 Drafting orders Orders proposed from the conversation, why none of them are real until you confirm, and how to add the one the AI missed. 7 min
  6. 06 Writing the note Templates, dot-codes and SmartPhrases — and letting the AI draft the whole thing from the visit, then editing it. 8 min
  7. 07 Prescribing Drug search, the CDS alerts you must answer, controlled substances and EPCS, and what "Sign & transmit" actually does. 8 min
  8. 08 Coding at sign-off Two E/M levels, the reasoning behind the recommendation, and why the system deliberately suggests the lower one. 9 min
  9. 09 Signing off The five confirmations, what finalizing sets in motion, and exactly what becomes read-only. 8 min
  10. 10 Results and imaging Where results land, what the abnormal marker means, and reading a study in the viewer without leaving the chart. 6 min

When you finish this track you can

  • Run a staged visit from worklist to sign-off
  • Explain to a patient exactly what is captured and what is never stored
  • Read the differential as a prompt and check its evidence in one click
  • Draft, confirm and place orders — and know when nothing has been sent
  • Have the AI write the note from the visit, then edit and sign it
  • Choose the right E/M level and say why your documentation supports it
  • Sign off knowing what locks, what bills, and how to correct it afterwards