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| 1 | +--- |
| 2 | +sidebar_position: 1 |
| 3 | +--- |
| 4 | + |
| 5 | +# Palliative patient enrollment |
| 6 | + |
| 7 | +Enroll a patient into a community or facility-based palliative program. This playbook combines the [create patient](/docs/flows/clinical/create-patient) flow with palliative-specific intake, caregiver capture, and program assignment. |
| 8 | + |
| 9 | +## Flows involved |
| 10 | + |
| 11 | +| Order | Flow | Purpose | |
| 12 | +| --- | --- | --- | |
| 13 | +| 1 | [Create a patient](/docs/flows/clinical/create-patient) | New patient with no existing record | |
| 14 | +| 2 | Patient search | Match returning patients before creating duplicates | |
| 15 | +| 3 | Palliative program enrollment *(coming soon)* | Assign program, care team, and visit cadence | |
| 16 | + |
| 17 | +## Happy path |
| 18 | + |
| 19 | +1. Community nurse or intake coordinator searches by phone, national ID, or name. |
| 20 | +2. No match → **Register new patient** → complete demographics and primary diagnosis. |
| 21 | +3. Record primary caregiver name, phone, and relationship. |
| 22 | +4. Assign palliative program (home-based, facility, or hybrid). |
| 23 | +5. Schedule first assessment visit and document consent for palliative care. |
| 24 | + |
| 25 | +## Edge cases |
| 26 | + |
| 27 | +### Referred from hospital IP |
| 28 | + |
| 29 | +**Symptom:** Discharge summary lists patient; family requests home palliative follow-up. |
| 30 | + |
| 31 | +**Action:** |
| 32 | + |
| 33 | +1. Search by hospital MRN or phone from referral slip. |
| 34 | +2. If patient exists → open record and add palliative program enrollment; do not create a duplicate. |
| 35 | +3. Import or attach discharge summary and active medication list. |
| 36 | +4. Flag **transition of care** for the assigned community nurse. |
| 37 | + |
| 38 | +### Patient already in HMIS |
| 39 | + |
| 40 | +**Symptom:** Same person registered at hospital OPD; palliative program runs on a shared Care instance. |
| 41 | + |
| 42 | +**Action:** |
| 43 | + |
| 44 | +1. Search existing HMIS record. |
| 45 | +2. Enroll in palliative program without duplicating demographics. |
| 46 | +3. Document palliative-specific goals of care separately from acute encounter notes. |
| 47 | + |
| 48 | +### Caregiver-only contact at intake |
| 49 | + |
| 50 | +**Symptom:** Family member calls; patient is bed-bound and cannot attend facility. |
| 51 | + |
| 52 | +**Action:** |
| 53 | + |
| 54 | +1. Register patient with available demographics. |
| 55 | +2. Add caregiver as related contact with callback number. |
| 56 | +3. Mark intake as **pending patient verification** until first home visit. |
| 57 | +4. Schedule home visit as first clinical contact. |
| 58 | + |
| 59 | +### Limited demographics (rural outreach) |
| 60 | + |
| 61 | +**Symptom:** Camp intake collects phone and village only. |
| 62 | + |
| 63 | +**Action:** |
| 64 | + |
| 65 | +1. Register with minimum fields allowed by facility questionnaire. |
| 66 | +2. Flag **incomplete demographics**. |
| 67 | +3. Complete address and ID verification on first home visit. |
| 68 | + |
| 69 | +## Roles |
| 70 | + |
| 71 | +| Role | Can | |
| 72 | +| --- | --- | |
| 73 | +| Palliative intake coordinator | Search, create, enroll in program | |
| 74 | +| Community nurse | Update care plan, document home visits | |
| 75 | +| Palliative physician | Approve program enrollment, adjust care goals | |
| 76 | +| Registration clerk (shared HMIS) | Search and link existing hospital records | |
| 77 | + |
| 78 | +## Related |
| 79 | + |
| 80 | +- Concept: [Patient](/docs/concepts/clinical/patient) |
| 81 | +- Flow: [Create a patient](/docs/flows/clinical/create-patient) |
| 82 | +- HMIS playbook: [Outpatient registration](/deployments/hmis/playbooks/outpatient-registration) |
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