Workflow Overview

Workflow is the Launchpad of ClinicOS — an Apple-inspired overlay that lets your team multitask without losing their place. It’s the fastest way to move between patients, tasks, and information.

What You Can Do in Workflow

• Patient Check-In → register clients and patients instantly from the overlay.

• Quick Actions → order labs, open a chart, or start a discharge without navigating away.

• Multitasking → jump between patients, records, and modules while keeping your place.

• Search Anything → find patients, clients, or records with universal search.

• Environmental Overlay → view temperature, noise, or storage conditions from connected Scout/Enviro+ devices.

• Task Management → assign or complete items without leaving your current screen.

• Check Statuses → of Home delivery, of temperature sensors, the system, use TriageAI and more.

Why It Matters

• Keeps teams moving fast without clicking through multiple menus.

• Reduces errors by allowing quick check-ins and actions in one place.

• Lets staff truly multitask — working on multiple patients without losing progress.

• Brings patient info, environmental data, and quick actions together in one calm, focused view.

⚠️ Note: Payments also uses a similar overlay system, allowing staff to handle transactions quickly without losing context in the patient workflow.