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Status and workflow

Each assessment (one patient portal submission) moves through a defined workflow. Staff and patients see different labels for the same underlying state.

Status map

Patients never see staff-only labels like new. They never see AI output until status is Reviewed after PT approval.

Workflow diagram

Who acts when

Post-submit processing

After the patient submits:
  1. The assessment record is created; the patient sees Received and confirmation (no AI content).
  2. Server-side AI generates an immediate PT-reviewable exercise plan (name, why, steps, dosage, cautions) — visible only in the dashboard.
  3. The submission enters the assignment queue when ready for PT assignment.
  4. If processing is delayed beyond 30 minutes, contact support@veridianhp.com.

Multiple submissions

A patient may submit more than one assessment over time. Each appears in My plan / progress with its own status.

What’s next

Patient portal

Intake steps and My plan / progress.

Provider dashboard

Review and approve workflow.

Messaging

Follow-up communication.