Concept walkthrough · about 4 minutes
One patient, eight steps, four people.
Jordan Ellis is a fictional patient at an invented clinic. Jordan’s goal: “softer frown lines before a family wedding in may”. Scroll through the steps to see what the clinic sees, what Jordan sees, what goes on the record, and who holds the patient next.
Booking
Held by front desk · Sam (patient coordinator)
Jordan books a consultation online in the evening. The booking creates the patient record, not just a calendar slot.
New consultation
- Type
- First consultation, 45 min
- With
- R. Osei, Thu 6 Mar 10:00
- Intake form
- Sent with confirmationWaiting
- Source
- Online booking
Waiting on Jordan: health questionnaire
Held by Front desk.Booking confirmed
Thursday 6 March, 10:00
Consultation with R. Osei
Please complete your health questionnaire before your visit.
Added to the record
- Patient record created
- Consultation booked
- Intake requested
Intake
Held by patient · Jordan Ellis
Jordan completes the questionnaire on a phone. Answers the clinic has marked for attention are surfaced for the practitioner, not interpreted.
Intake received
- Health questionnaire
- CompleteDone
- Medications
- 1 listed
- Previous treatments
- Yes, 2023, other clinicMarked
- Photo preferences
- Record only, no marketing use
Ready for R. Osei: consultation prep
Held by Patient.Health questionnaire
Section 4 of 4: previous treatments
Have you had injectable treatments before?
Yes — 2023, at another clinic
Added to the record
- Questionnaire, version as answered
- Answers marked for practitioner review
- Photo-use preference
Consultation
Held by practitioner · Nurse injector R. Osei
R. Osei opens one screen with the questionnaire, the marked answers and Jordan’s goal. The assessment is written by the practitioner.
Consultation prep
- Goal (patient words)
- “Softer frown lines before a wedding in May”
- Marked for review
- Previous treatment, 2023Marked
- Baseline photos
- 4 taken in clinicDone
- Assessment note
- Written by R. OseiDone
Plan drafted by R. Osei
Held by Practitioner.Your visit today
Consultation with R. Osei
We will talk through options and answer your questions.
There is no obligation to book a treatment today.
Added to the record
- Assessment note (practitioner)
- Baseline photos with photo-use preference
- Questions the patient asked
Treatment plan
Held by medical director · Dr. A. Laurent
The practitioner records the plan they decided. Where the clinic’s protocol requires it, the plan goes to the medical director for sign-off before anything is booked.
Plan v1 · awaiting sign-off
- Recorded by
- R. Osei
- Treatment
- Neurotoxin, frown lines
- Review visit
- 2 weeks after treatment
- Sign-off
- Dr. A. LaurentWaiting
Waiting on Dr. A. Laurent: sign-off
Held by Medical director.Your treatment plan
Your practitioner has prepared a plan.
You will receive it to read before your appointment.
Take your time. You can ask questions at any point.
Added to the record
- Plan v1, author and time
- Sign-off by the medical director, with time
- Plan shared with patient
Consent
Held by patient · Jordan Ellis
Consent is tied to this plan, this treatment and this version of the form. Jordan reads it at home, days before the appointment, and signs.
Consent for plan v1
- Form
- Neurotoxin consent, clinic v3
- Sent
- Fri 7 Mar
- Signed
- Mon 10 Mar, 19:05Done
- Photo consent
- Clinical record onlyDone
Ready for treatment, Thu 13 Mar
Held by Patient.Consent form
Neurotoxin treatment: frown lines
Please read each section. Questions? Reply to this message before signing.
I have read and understood this information.
Added to the record
- Signed form, exact version
- Time and method of signature
- Link to the plan it covers
- Practitioner confirms discussion on the day
Treatment record
Held by practitioner · Nurse injector R. Osei
The chart opens from the signed plan. The practitioner records what was done, on the photo, and signs the record.
Treatment record
- Consent
- Signed, plan v1Done
- Product and lot
- Recorded
- Sites and amounts
- Marked on photo
- Signed by
- R. Osei, 11:32Done
Aftercare scheduled from this record
Held by Practitioner.After today
Your aftercare instructions are below.
Your review visit: Thu 27 March, 10:30
Questions? Reply here. Your clinic sees this message.
Added to the record
- Chart linked to plan and consent
- Before photos
- Practitioner signature and time
Aftercare
Held by front desk · Sam (patient coordinator)
The check-in the clinic wrote goes out on day 2. Jordan replies with a question; the reply lands in the patient’s thread and is routed to the practitioner.
Patient thread
- Aftercare sent
- Thu 13 Mar, deliveredDone
- Day-2 check-in
- Sat 15 Mar, deliveredDone
- Patient reply
- “Is it normal that…”Marked
- Assigned to
- R. OseiWaiting
Review visit booked
Held by Front desk.Northside Clinic
Hi Jordan, checking in two days after your visit. How are you feeling?
Is it normal that one side feels slightly heavier?
Thanks for telling us. R. Osei will call you this morning.
Added to the record
- Messages, with delivery status
- Who replied and when
- Call noted by practitioner
Review
Held by practitioner · Nurse injector R. Osei
Two weeks later, the review visit opens with the full story: plan, consent, chart, messages. After photos sit next to before photos.
Review visit
- Plan
- v1, signed offDone
- Consent
- Signed 10 MarDone
- After photos
- Beside baselineDone
- Next
- Recorded by R. Osei
Journey complete. Next visit, if any, starts from this record.
Held by Practitioner.Review visit
Thursday 27 March, 10:30
R. Osei will check in on your results and answer any questions.
Added to the record
- Review note
- After photos
- The full journey, in order, in one record
The whole story, in order, in one record.
At the review visit, or months later if a question comes up, the record reads like this.
- Booking · Front desk
Patient record created · Consultation booked · Intake requested
- Intake · Patient
Questionnaire, version as answered · Answers marked for practitioner review · Photo-use preference
- Consultation · Practitioner
Assessment note (practitioner) · Baseline photos with photo-use preference · Questions the patient asked
- Treatment plan · Medical director
Plan v1, author and time · Sign-off by the medical director, with time · Plan shared with patient
- Consent · Patient
Signed form, exact version · Time and method of signature · Link to the plan it covers · Practitioner confirms discussion on the day
- Treatment record · Practitioner
Chart linked to plan and consent · Before photos · Practitioner signature and time
- Aftercare · Front desk
Messages, with delivery status · Who replied and when · Call noted by practitioner
- Review · Practitioner
Review note · After photos · The full journey, in order, in one record
The honest limits.
- It is a concept. It shows how ClinicJourney is designed to work. Which parts are available today is something we will go through with you in an early-access conversation.
- Your protocol decides who signs off. Jordan’s plan goes to a medical director because this invented clinic’s protocol requires it. Rules differ by province, state and country, and by clinic.
- Clinical content is written by people. The assessment, the plan, the chart and every reply about how a patient is feeling come from the clinic’s practitioners. The software does not generate them.
- Channels are not shown. Whether a message reaches the patient by text, email or a secure link depends on your country’s privacy rules and your clinic’s choices.
Want to see this with your own clinic’s steps?
Every clinic’s journey is a little different. Tell us how yours works and what breaks most often.