Patient Documents & their Timing (for Advocates)

The following is an overview of four key documents associated with a Patient's Solace journey, along with the point in the process at which each is generated and becomes available.

1) Physician Encounter

• This is completed following the physician's intake and outlines key areas of support as a guide for the Advocate.
• It populates in the Advocate's Patient File on the "Documents" tab.
• The current Encounter is populated for the new advocate during Patient Transfer situations to ensure a seamless continuation of care.

2) Consent to Treatment / Patient Consent

• This populates following the physician intake, after the encounter is submitted.
• It lives in the Advocate's Patient File on the "Documents" tab.
• It is electronically signed when consent is obtained during the initial intake, something providers are legally obligated to accept.



3) Letter of Authorization

• This populates following the New Patient Visit (intro call), after the Advocate's Care Plan submission.
• It lives in the Advocate's Patient File on the "Documents" tab.
• It is electronically signed, something providers are legally obligated to accept.

4) Care Plan

• Created by the Advocate following a New Patient Visit (intro call). It is reviewed and supported by the corresponding intake Physician.
• This is a guideline of the patient's advocacy needs, based on the intro call conversation and the intake physician's encounter.
• It lives in the Advocate's Patient File on the "Documents" tab.
• The current Care Plan is made available to the new advocate during Patient Transfer situations to ensure a seamless continuation of care.