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One Patient, Two Workflows

Follow one patient's source records into a clinician-reviewed note, a follow-up workflow, and a confirmed scheduling outcome.

A new application starts with useful context when patient identity, source history, and reviewed observations carry forward from earlier work. Follow Alex Morgan from a prescription through a clinician-reviewed note to a completed follow-up task.

Use the tabs to follow the patient story, inspect source evidence, and review application ownership and reuse.

Alex, the records, and the timestamps are illustrative. The downloadable file describes the walkthrough; it is not a Platform API payload or a measured latency result.

The case assumes separately configured publication and follow-up integrations. Finalizing a Scribe note does not itself publish a world-model observation or start follow-up work. The implementation team must establish those mappings, permissions, triggers, and recovery paths.

How the Record Grows

  1. Prescription, April 6. An EHR contributes an active blood-pressure prescription. Its source and observation time remain attached to the record. A prescription establishes what was prescribed; it does not establish what Alex took.

  2. Patient report, April 9. Alex says, "I have skipped a few doses. I have also felt dizzy. Afternoon calls work best for me." Reported use, symptoms, and contact preference join the same history. They remain distinguishable from the prescription.

  3. Measurements, April 10. An authorized monitoring feed contributes two blood-pressure observations with dates and units. The clinician can inspect them alongside the prescription and conversation. The record does not infer that the medication caused the dizziness.

  4. Reviewed note, April 10. The clinician reviews the evidence and approves a care-team check-in. Scribe owns the note and review workflow. The configured publication integration contributes the approved instruction as shared context for the next application. No medication change is authorized in this case.

  5. Follow-up request, April 10. The follow-up application uses the patient reference, reviewed instruction, and afternoon contact preference. It checks current scheduling availability; Alex selects April 11 at 14:30 UTC. The request is submitted and the task remains pending.

  6. Confirmed result, April 10. The scheduling system confirms the appointment. A read-back returns the same patient, appointment, and time. The application closes its task, and the shared patient view incorporates the confirmed result.

The completed work is a confirmed booking. Attendance, patient benefit, and clinical outcomes would enter the history as separate observations.

Follow the Source References

Every record in this case refers to example-patient-001. The evidence file retains source text, example record identifiers, observation time, receipt time, and the time each observation becomes available in the shared view.

Source
Example record
What it establishes

EHR prescription

example-rx-001

A prescription was recorded for Alex

Patient conversation

example-conversation-001

Alex reported missed doses and dizziness, and requested afternoon calls

Authorized measurements

example-readings-001

Two observations with measurement times and units

Clinician-reviewed note

example-note-001

The reviewed instruction authorizes a care-team check-in

Follow-up application

example-task-001

The selected slot and attempted scheduling action

Scheduling confirmation

example-appointment-001

The source confirmed the booking and a read-back matched it

Receipt, Projection, and Source Confirmation

In the illustrative patient case, the request is recorded, the request becomes visible, the source confirms the booking, and the confirmed result becomes visible. These are separate signals, not a timing guarantee or proof of completed care.
The order shown belongs to this example. A different integration can observe these signals in a different order.

At the follow-up step, the request event has been received, its shared-view projection is still pending, and the scheduling system has not confirmed the action.

Signal
In this illustrative case
Meaning

Request event received

April 10, 14:01:01 UTC

The request is recorded; the application still awaits confirmation

Request visible in shared view

April 10, 14:03:00 UTC

A reader can see the request; the booking is still a separate transaction

Booking confirmed by source

April 10, 14:04:00 UTC

The scheduling result, supported by read-back, allows the task to complete

Confirmed result in shared view

April 10, 14:05:00 UTC

A later application can read the confirmed outcome

If the source response is missing or ambiguous, the task stays unresolved while its owner reconciles the scheduling record. An event receipt, approved note, or agent statement cannot substitute for source confirmation.

The World Model explains provenance and projection. Verify an Integration Action explains how to collect external-action evidence in a provisioned test.

What Each Part Owns

Part
Responsibility in this case

Data platform

Retain source evidence, connect the patient references, and produce the shared patient view

Events

Communicate accepted changes to consumers; receipt and consumer completion remain separate signals

Scribe

Own the note draft and clinician review

Configured publication integration

Publish the reviewed observation and instruction with the required patient and source references

Follow-up application

Own the task, channel checks, action permissions, scheduling request, and recovery

Scheduling system

Confirm the authoritative appointment state

What the Second Workflow Reuses

The follow-up application reuses the patient reference, connected prescription and measurement history, reviewed instruction, and contact preference. It does not need to ask Alex to reconstruct that history in a new conversation.

The application still needs permission to perform its specific action, a current availability lookup, and its own task and recovery state. Shared read access does not grant scheduling write access. Source access and patient visibility remain scoped to the authorized workspace and workflow.

For an evaluation, record which connectors, identity mappings, data definitions, and functions were reused; which action or channel configuration was newly required; and the effort to reach the second accepted outcome. Compare equivalent work and keep access lead time separate from implementation effort. Use the Technical Evaluation Packet to record the result.

Download the Case

Illustrative patient history, six walkthrough stages, source evidence, timestamps, and workflow responsibilities. Scenario note-to-follow-up, version 1.

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