One patient. One thread. Seven moments that hand off to each other.

1. 01

   Connect

   A care relationship starts when a patient asks to connect with a doctor, or accepts a doctor’s invitation. Doctors never send connection requests; the patient always chooses.

   • The patient

     Accepts the invitation into their own account, or sends a request. Sees which doctor they are connected to.

   • The doctor

     Invites a patient, or accepts a request. The relationship is what makes the record reachable.

   • The practice team

     Can help send invitations when the doctor grants that permission. Sees no clinical detail.

   Capability: Coordinated Care→
2. 02

   Prepare

   Before the visit, the patient sets out their history at home: background, medications, specialty-specific questions, documents and measurements. It is written once and updated afterwards, not repeated.

   • The patient

     Answers questions that fit the specialty, in their own language and time. Adds documents. Sees what changed since last time.

   • The doctor

     Opens a structured history with changes since the last visit highlighted, before the patient arrives.

   • The practice team

     Sees that a history is complete or outstanding, never its content.

   Capability: Preparation & Records→
3. 03

   Agree a time

   Either side proposes a time. The other confirms, declines or counters. Nothing is booked until both agree, a doctor who declines gives a reason, and rescheduling reopens the agreement.

   • The patient

     Proposes or counters in their own timezone. Sees the reason if a doctor declines.

   • The doctor

     Sees proposals against the day. Confirms, counters or declines with a reason.

   • The practice team

     Manages the schedule and proposals on the doctor’s behalf, with permission, and marks arrivals.

   Capability: Coordinated Care→
4. 04

   The visit

   The confirmed appointment becomes a consultation. Records, the prepared history, documents, plans and safety information sit in one working view. Private working notes stay separate from what is shared.

   • The patient

     Sees the shared record and anything the doctor chooses to share, never the doctor’s private notes.

   • The doctor

     Works from one view. Keeps private notes private; sharing is an explicit, visible choice.

   • The practice team

     Sees the day’s list and who has arrived. The consultation itself is out of reach.

   Capability: Clinical Workspace→
5. 05

   The plan

   The visit ends with next steps written down: a plan, tasks with owners, a referral or records request where needed, and a treatment plan the patient can review and accept or decline.

   • The patient

     Sees what happens next and why. Reviews a presented treatment plan and accepts or declines it.

   • The doctor

     Sets the plan, its check-ins and reminders. Starts referrals and requests that keep their thread.

   • The practice team

     Owns the operational tasks the plan creates, such as scheduling the next visit.

   Capability: Follow-Up→
6. 06

   Between visits

   Check-ins happen when the plan asks for them. Reminders inform rather than nag. What the patient records reaches the right doctor, in context, and a carer can help through their own account.

   • The patient

     Records what the plan asks for, when it asks. Sees who has access to their care and can end it.

   • The doctor

     Receives what comes back, connected to the plan it belongs to, not in a separate inbox.

   • The practice team

     Sends confirmations and reminders operationally, without opening clinical records.

   Capability: Follow-Up→
7. 07

   What we learn

   Because care was recorded in a structured way, reporting needs no export. Every report states who was counted, what may be missing and where the information came from. Research goes further, inside defined projects.

   • The patient

     Is never identifiable in a small group: very small counts are hidden before anyone sees them.

   • The doctor

     Reports over their own patients and practice patterns, with a path back to the source of every number.

   • The practice team

     Sees practice reporting about how the day runs, with no clinical content.

   Capability: Reports & Insights→

Sample situations only. No real patient data is on the platform until clinical, legal and security review is complete.