Healthcare and clinical operations process templates
Healthcare and clinical operations templates: patient intake, authorization, referral and discharge, medication reconciliation, adverse event reporting, HIPAA breach response, telehealth, clinical trials and provider credentialing.
Healthcare and clinical operations process templates in this category
- Patient intake process flowchart (request to clinical handoff) — Patient intake flowchart template for appointment requests, identity and information checks, accessibility needs, safe clinician escalation, check-in and a named handoff to the receiving care team.
- Prior authorization process flowchart (request, denial and appeal) — Prior authorization flowchart template for requirement checks, complete submissions, payer questions, approvals, denials, clinician-led appeals and a clear handoff to patients and scheduling.
- Patient referral process flowchart (send, triage and close the loop) — Patient referral flowchart template for patient choice, complete records, confirmed receipt, qualified clinical triage, rejected-referral recovery, scheduling and closed-loop ownership.
- Patient discharge planning flowchart (safe transition and follow-up) — Patient discharge planning flowchart template for early needs assessment, care coordination, medication review, teach-back, accepted handoffs, readiness checks and follow-up ownership.
- Medication reconciliation process flowchart (compare and hand off) — Medication reconciliation flowchart template for a best possible medication history, source checks, discrepancy review, qualified clinical decisions, patient teach-back and closed-loop handoff.
- Adverse event reporting process flowchart — Adverse event reporting flowchart for immediate safety, factual intake, qualified clinical review, external-notice assessment, investigation, action and learning.
- HIPAA breach notification process flowchart — HIPAA breach notification workflow for containment, evidence preservation, qualified privacy assessment, approved notices, documented handoffs and remediation.
- Telehealth visit workflow flowchart — Telehealth visit workflow from request and suitability review through secure connection, clinician assessment, in-person handoff, orders and follow-up.
- Clinical trial protocol deviation process flowchart — Clinical trial protocol deviation workflow for participant protection, factual documentation, qualified impact review, oversight notices, corrective action and trending.
- Provider credentialing process flowchart — Provider credentialing workflow for application intake, primary-source verification, qualified committee review, enrollment, scoped onboarding and recredentialing.