1Patient Intake and Referral Source Capture
Capture demographics, insurance, referral source, chief complaint, vascular concern, affected limb or side if applicable, prior diagnoses, prior imaging, outside records, consent forms if supported, and intake details.
2Insurance, Eligibility, Authorization, and Contact Details
Track insurance, eligibility, responsible party, preferred pharmacy, emergency contact, authorization needs, payer requirements, and communication preferences.
3Vascular History Documentation
Document vascular symptoms, limb pain, swelling, claudication symptoms if applicable, rest pain if applicable, wound or ulcer history if applicable, varicose vein history if supported, prior vascular procedures, smoking history if documented, medication history, anticoagulant history if applicable, antiplatelet medication history if applicable, allergy history, and risk factors if documented.
4Vascular Consultation Workflow
Document chief complaint, referral reason, history of present illness, affected limb or side, vascular history, vascular exam, pulse findings, skin changes, wound/ulcer findings if applicable, diagnostic review, diagnosis support, treatment plan, procedure planning if applicable, and follow-up plan.
5Vascular Exam Charting
Document pulse findings, limb laterality, edema, skin color, skin temperature if documented, skin changes, wounds or ulcers if applicable, varicose veins if supported, sensation, pain level, claudication symptoms if applicable, neurovascular findings, functional limitations, and symptom progression.
6Arterial Disease Workflow
Support documentation for peripheral arterial disease, PAD symptoms, claudication, limb pain, rest pain if applicable, limb ischemia findings if applicable, carotid disease if applicable, aneurysm follow-up if applicable, pulse findings, ABI review if applicable, Doppler/ultrasound review if supported, CTA review if applicable, medication review, risk factor documentation, procedure planning, and surveillance follow-up.
7Venous Disease and Phlebology Workflow If Supported
Support documentation for varicose veins, venous insufficiency if applicable, edema, skin changes, leg pain, venous ulcers if applicable, compression therapy documentation if supported, vein procedure planning if supported, procedure follow-up, recurrence monitoring, patient instructions, and surveillance reminders if applicable.
8Wound, Ulcer and Limb Follow-Up Workflow If Applicable
Support wound location, ulcer documentation if applicable, wound size if supported, drainage, skin changes, infection signs if documented, pain level, vascular status, pulse findings if documented, diagnostic review, treatment plan, wound instructions, follow-up reminders, and related diagnostic review.
9Doppler, Vascular Ultrasound, ABI, CTA, Lab and Outside Record Review
Review Doppler results if supported, vascular ultrasound results if supported, ABI results if applicable, duplex study results if supported, CT angiography reports if applicable, lab results if applicable, outside imaging records, referral documents, uploaded files, prior study comparison if documented, abnormal findings, procedure planning support, patient notification, and follow-up tasks.
10Procedure Planning and Pre-Op Workflow
Track planned procedure, procedure indication, affected vessel/limb/side if applicable, diagnostic review, pre-op checklist, clearance status if supported, consent status if supported, lab review if applicable, medication review, anticoagulant review if applicable, allergy review, risk factor documentation if applicable, patient instructions, and scheduling tasks.
11Clearance, Consent, Diagnostics, Labs and Medication Review
Review clearance requirements if supported, consent forms if supported, diagnostic results, imaging reports, lab results if applicable, current medications, anticoagulants if applicable, antiplatelet medications if applicable, allergies, risk factors if documented, and pre-op instructions.
12Procedure Notes, Operative Documentation and Vascular Case Tracking If Supported
Document office procedures if supported, vascular procedure notes if supported, operative notes if supported, procedure indication, consent status if supported, findings, vessel/limb/side if applicable, device/graft/stent details if supported, complications if documented, post-procedure instructions, provider signature, and follow-up tasks.
13Post-Op and Post-Procedure Follow-Up Tracking
Document procedure history, post-op visit reason, pain level, wound/incision status, pulse findings if documented, swelling, bleeding if applicable, limb symptoms, complication review, follow-up imaging if applicable, medication updates, anticoagulant or antiplatelet review if applicable, activity restrictions, patient instructions, and surveillance follow-up reminders.
14Medication Management and E-Prescribing
Manage current medications, previous medications, allergies, anticoagulants if applicable, antiplatelet medications if applicable, statins if applicable, blood pressure medications if applicable, pain medications if applicable, medication changes, pre-op medication review, post-op medication review, refills, pharmacy communication, and e-prescribing.
15Patient Portal and Vascular Communication
Support online registration, vascular intake forms, procedure intake forms, pre-op forms, consent forms if supported, appointment requests, secure messaging, diagnostic follow-up reminders, pre-op instructions, post-op instructions, wound/ulcer instructions if applicable, medication instructions, document sharing if available, online bill pay if available, and demographic updates.
16Vascular Scheduling, Surveillance and Reminders
Manage new vascular consultations, diagnostic follow-ups, ultrasound follow-ups if supported, pre-op visits, procedure scheduling if supported, post-op visits, wound/ulcer follow-ups if applicable, recurring surveillance visits, referral follow-ups, multi-provider scheduling, multi-location scheduling if available, waitlists, cancellations, no-shows, reminders, patient balance alerts, and missing intake alerts.
17Vascular Billing and Claims
Connect documentation, diagnosis codes, CPT codes, modifiers, authorizations, procedure documentation if supported, electronic claims, denial tracking, payment posting, patient balances, collections, unpaid claims, and A/R tracking.
18Reports and Practice Performance Visibility
Review vascular consultation volume, arterial visit volume, venous visit volume if applicable, pre-op visits, post-op visits, procedure volume if supported, diagnostic follow-up reports, ultrasound follow-up reports if supported, wound/ulcer follow-up reports if applicable, pending diagnostic reviews, unsigned notes, follow-up tasks, claims, denials, revenue, and provider productivity.