Clinical work
Clinical work for an Independent Provider lives in the Independent Portal. The steps match organization provider help: profile, availability, and agenda.
Everyday clinical tasks
Section titled “Everyday clinical tasks”- Keep the provider profile current.
- Publish availability on your sites.
- Work from the agenda. Independent Providers can also book for a patient (membership path or private-service path) from Independent Portal menus.
- Capture informed consent in the Independent Portal (this device or one phone QR) from the Encounter consent workspace. Upload the PDF first if you are authorized to manage Consent templates. See Upload consent templates.
- Open encounter history when your role can see clinical records.
You can also invite Administrative help when you need people for scheduling and patients.
Patients without a Platform User
Section titled “Patients without a Platform User”Independent Portal Patients can search profiles, mark a Supported Patient, and invite a Care Manager (same Care Manager dialog labels as IPS Patients). Create a Known Identity Patient from lookup when the document misses — see Known Identity at lookup. A Supported Patient chart can exist without a Platform User on that person. Stay in the Independent Portal. IPS Organization Portal steps for the same work are Patients and Care Managers.