Flow Specification Format

This is the exact form you will complete clinics when building new flows.

Written By Brendan Baker

Last updated About 10 hours ago


CarePlan+ Flow Specification

Flow Name:

(e.g., Dental, Spay/Neuter, Allergy Workup)

Triggers:

List of keywords/phrases:

Required Items:

Must-include services and treatments:

Conditional Items:

If/then logic:

Medications:

Pre/Intra/Post-op + conditional rules:

Diagnostics:

Any Diagnostics you would like included: Bloodwork, X-ray, Fast-Scan...

Verification Steps:

Checklist items required before approval:

Pricing Notes:

Any bundling or fee rules:

Provider Review Requirements:

What must be manually confirmed:

Safety Notes:

RXGuard checks, DEA notes, age/species exceptions: