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{{Doc header
|type=playbook
|domain=palliative
|title=Palliative patient enrollment
|order=1
}}

Enroll a patient into a community or facility-based palliative program. This playbook combines the [[Flows/Create a patient|create patient]] flow with palliative-specific intake, caregiver capture, and program assignment.

== Flows involved ==

{| class="wikitable"
|-
! Order
! Flow
! Purpose
|-
| 1
| [[Flows/Create a patient
| Create a patient]]
|-
| 2
| Patient search
| Match returning patients before creating duplicates
|-
| 3
| Palliative program enrollment ''(coming soon)''
| Assign program, care team, and visit cadence
|}

== Happy path ==

# Community nurse or intake coordinator searches by phone, national ID, or name.
# No match → '''Register new patient''' → complete demographics and primary diagnosis.
# Record primary caregiver name, phone, and relationship.
# Assign palliative program (home-based, facility, or hybrid).
# Schedule first assessment visit and document consent for palliative care.

== Edge cases ==

=== Referred from hospital IP ===

'''Symptom:''' Discharge summary lists patient; family requests home palliative follow-up.

'''Action:'''

# Search by hospital MRN or phone from referral slip.
# If patient exists → open record and add palliative program enrollment; do not create a duplicate.
# Import or attach discharge summary and active medication list.
# Flag '''transition of care''' for the assigned community nurse.

=== Patient already in HMIS ===

'''Symptom:''' Same person registered at hospital OPD; palliative program runs on a shared Care instance.

'''Action:'''

# Search existing HMIS record.
# Enroll in palliative program without duplicating demographics.
# Document palliative-specific goals of care separately from acute encounter notes.

=== Caregiver-only contact at intake ===

'''Symptom:''' Family member calls; patient is bed-bound and cannot attend facility.

'''Action:'''

# Register patient with available demographics.
# Add caregiver as related contact with callback number.
# Mark intake as '''pending patient verification''' until first home visit.
# Schedule home visit as first clinical contact.

=== Limited demographics (rural outreach) ===

'''Symptom:''' Camp intake collects phone and village only.

'''Action:'''

# Register with minimum fields allowed by facility questionnaire.
# Flag '''incomplete demographics'''.
# Complete address and ID verification on first home visit.

== Roles ==

{| class="wikitable"
|-
! Role
! Can
|-
| Palliative intake coordinator
| Search, create, enroll in program
|-
| Community nurse
| Update care plan, document home visits
|-
| Palliative physician
| Approve program enrollment, adjust care goals
|-
| Registration clerk (shared HMIS)
| Search and link existing hospital records
|}

{{Related}}

Playbooks/Palliative/Playbooks/Palliative patient enrollment - Revision history

Admin: OHC identity seed