Before the visit
Review the referral, prior history and supporting documents while the administrative team confirms the appointment.
LOTUS CARE 360 / FOR PROVIDER ORGANIZATIONS
Bring clinical and administrative work around the same visit.
For provider organizations coordinating visit preparation, documentation and the administrative work that follows.
Discuss Lotus Care 360 for your teamTHE WORK TO SOLVE
Clinical teams need the record; administrators need to know what is scheduled, completed and ready for the next step. Design the handoff around the encounter, not the department.
LOTUS CARE 360 WORKFLOWS01 02 03
During and after the encounter
Document the visit and assign follow-up without losing the reason for care or the responsible team.
From review to billing
Identify missing documentation before the service enters billing. Keep clinical review separate from financial follow-up.
MB
Maya Bennett
Fictional record · DEMO-018 · Oct 14, 2026 draft
LONGITUDINAL HISTORY- Oct 14Care follow-upEncounter note · Draft
- Oct 09Visit confirmedAlex Monroe · Scheduling
- Oct 06Referral receivedCare follow-up requested
- Sep 22Prior care reviewPlan documented
OCT 14 / CARE FOLLOW-UP
DraftEncounter documentation
REASON FOR VISIT
Review the care plan and confirm follow-up needs.
OBSERVATIONS / SAMPLE NOTE
Reviewed the previous plan and discussed access to the next appointment. Supporting referral document attached.
PLAN
Coordinator to confirm the follow-up appointment and record the contact outcome.
Proposed follow-up appointment task
ProposedSam Rivera · Due Oct 16 · Pending note review
Fictional records. Demo controls change examples only.
START YOUR EVALUATION HERE
Which visit types, documentation requirements and follow-up tasks should be in the first scope?
Review the planning processStart with the handoff your team needs to improve.
Tell us where work waits, what your teams need to see and which reports matter most.
Prepare an inquiry for providers