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This page follows one visit through PHB. Each step links to the task guide for the person doing it.

One visit, step by step

1

Register or book

A patient books in the app (/care), or the front desk registers them or checks them in. See Book care and Walk-ins.
2

Triage (walk-ins)

A walk-in sent to triage waits in the nurse’s queue. The nurse records vitals and chooses an acuity. See Triage and Triage scope and acuity.
3

Encounter

The clinician opens the patient’s record, then writes and signs the note. See Getting access to a record and Encounters and notes.
4

Orders and prescribing

From the encounter, the clinician orders tests and prescribes. See Lab orders and results and Prescribing.
5

Lab and pharmacy

The lab_tech receives the specimen, enters results and releases them. The pharmacist dispenses. See Receive specimens, Enter and release results and Dispense a prescription.
6

Results and records

The patient sees released results and the visit in their record. See Records and results.
Roles and what each can do are in Roles and permissions. How a clinician gets into a record is in Emergency access to your record.

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What is not available yet

See Feature status for the full list. Two limits matter for care:
  • Diagnoses are written in the note. The ICD-11 field exists on patient conditions only, with no code picker.
  • There is no medication administration record. Use Request a call for help from PHB today.