Apr 26, 2026
Procedure workflows: versioned templates, patient runs, SLAs & My Queue — lightweight BPM inside your EMR
Multi-step care paths should not live on sticky notes. Publish workflow templates, attach them to services, then run per-patient steps with timers, sign-offs, and overdue sweeps — so charge capture and clinical compliance stay aligned without exporting to a separate BPM tool.
What you are buying
In plain terms: a lightweight clinical operations engine. Templates are versioned; each run tracks ordered steps, attachments, and events. The engine handles transitions (for example claim → in progress, complete → next step pending), SLA windows, and reminders so nothing silently stalls.
Where paper checklists fail
- Nobody knows which step is “current” across handoffs between nurse, physician, and billing.
- Audits ask for evidence and teams reconstruct timelines from chat screenshots.
- Device-heavy visits need timers and sign-offs that paper cannot enforce.
How teams use it day-to-day
Templates & publishing
Admins define workflows with role hints, SLA windows, and whether sign-off is required before advancing — design once, reuse everywhere the service applies.
Runs from the patient chart
Start a run, watch the active step, attach evidence, and finish without leaving the longitudinal record.
My Queue
Staff portal surfaces “my” procedure steps next to announcements so clinical work lands in one prioritized inbox.
Operator visibility
When SLAs breach, sweeps can raise operator notifications so platform teams see systemic delays — not silent queues.
APIs & jobs you can rely on
| Area | What it means for you |
|---|---|
| Runs & steps | REST flows for workflows, runs, and per-step updates with attachments for defensible evidence. |
| Reminders | Background sweeps nudge overdue in-progress steps so work does not die in limbo. |
| Permissions | procedures.manage, procedures.execute, procedures.signoff separate designers from performers from approvers. |
Clinical and revenue storytelling stay aligned
Runs attach to patients and services, so when a step completes, billing and clinical leads read the same step name, SLA clock, and attachment list — not parallel spreadsheets per department. That is how you defend charge capture and quality reviews with one narrative.
Clinical lead tip: pilot one high-volume template (for example a device visit) before publishing a whole library — it calibrates SLAs to real chair time.
Comments
Ask us anything about this update
Get started
Schedules, charts, and pipeline — in one workspace.
Join the waitlist to be contacted when a trial seat opens for your clinic type and region. Prefer a human conversation first? Talk to our team.