Development tool · not public

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Each role opens a working dashboard loaded with sample patients, referrals, messages and documents. The roles are wired to each other, so an action taken in one appears in the others.

Placement loop
  1. 1.Discharge planner sends referrals
  2. 2.Facility admissions receives them
  3. 3.Facility requests a missing document
  4. 4.Planner uploads it
  5. 5.Facility accepts
  6. 6.Family reviews the options
  7. 7.Family picks one
  8. 8.Planner confirms placement
  9. 9.CarePlan + family calendar update
Appointment loop
  1. 1.Family requests a specialist
  2. 2.Provider receives the request
  3. 3.Provider messages the family
  4. 4.Provider offers an appointment
  5. 5.Family accepts
  6. 6.Appointment lands on the family calendar and CarePlan
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