Wellness Center: digital workflow guide

Start digitalizing Wellness Center by making clear which record passes from whom to whom. Separate appointments, services, practitioner schedule, and follow-up by role; process sensitive data only as needed.

Workflow boundaries

Record fields and ownership

For Wellness Center, link appointment, practitioner/service, and notice/permission records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Separate appointments, services, practitioner schedule, and follow-up by role; process sensitive data only as needed. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.