Pre-Consult — Doctor's Operations Manual
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Pre-Consult — Doctor's Operations Manual

Operations guide for iRehab's Pre-Consult feature, written for the doctor actually using it. Covers printing today's QR poster, reading the pre-consult queue, the three decision buttons, recovering lost records with the confirmation code, and six common questions. Why we built this: so the first five minutes of consultation can be about the patient, not the keyboard.

Why this manual exists

iRehab's Pre-Consult feature is built on one design principle: AI isn't here to write prose for you — it's here to give time back to you. When the patient sits down, the screen already has a structured summary. You don't spend five minutes collecting basics — you spend those five minutes listening, examining, deciding. The full design rationale lives in Pre-Visit Brief: When the Patient Can't Tell You Whether It's Tendon or Nerve.

This manual is for the doctor who actually uses the feature. Print and post at your desk.


1. Before clinic: print today's QR poster

  1. Open the Doctor PWA (irehab-doctor.pages.dev) and sign in
  2. Go to the Pre-Consult tab
  3. Top right, tap "Print Today's QR"
  4. An A4 preview opens — print, or save as PDF first

Notes:

  • Use a desktop browser in the clinic if you can. iPhone Safari sometimes breaks the layout — if you must use a phone, save as PDF first and print from there
  • The poster shows the day's consulting doctor name. Reprint when the doctor changes
  • Post it where patients can easily see it — waiting area or reception counter. If patients can't scan, the front-desk assistant can help

2. Reading the pre-consult queue

After the patient submits the form, within about 30 seconds their record appears in your "Pre-Consult" queue. Each card shows:

  1. Name + birth year + sex (for young children, it displays "X years Y months")
  2. Chief complaint in one line — patient's own words, preserved verbatim
  3. VAS pain score (0–10)
  4. Sensation-type chip (pain / numbness / weakness / multiple / other)
  5. Red advisory bar — appears if the symptom combination warrants extra attention; look at these first
  6. ⚠️ Manual-lookup chip — means the record was pulled from another doctor's queue using the code; ask a few extra questions

Expand the card and you'll see the full intake summary draft in two formats:

  • Telegraphic summary — one-tap copy for pasting into the S-line of HIS (R't knee, B/L, F/M/N)
  • Prose paragraph — use when writing IRB reports or referrals

3. Decision tree during the visit

At the end of each visit, press one close-out button. Three options:

            ┌──────────────────────────┐
            │  Follow-up (conservative)│  →  Patient enters iRehab follow-up list
            │                          │     VAS + GROC survey auto-sent 3 days before return visit
            └──────────────────────────┘
            ┌──────────────────────────┐
            │  Surgery or rehab        │  →  Creates a formal care record
            │                          │     You select pathway (TKA / THA / Shoulder / General rehab)
            └──────────────────────────┘
            ┌──────────────────────────┐
            │  Close (no follow-up)    │  →  Record kept 180 days for later retrieval
            │                          │     System sends zero further notifications
            └──────────────────────────┘

Every button shows a confirmation dialog listing exactly what the system will do next — confirm before it fires.


4. Manual lookup with the confirmation code

When to use:

  • Your queue looks empty but the patient insists they filled the form
  • Patient hands you a code PC-XXXXXX
  • You're covering for another doctor (patient scanned the other doctor's QR)
  • Cross-clinic assist

How:

  1. Top-right of the queue, tap "⊕ Manual Lookup"
  2. Enter the 6 characters the patient reads to you: PC- [ _ _ _ _ _ _ ] (case-insensitive; if they paste from LINE the system cleans it up)
  3. Submit → the record joins your queue, tagged ⚠️ Manual Lookup
  4. If the record was originally filed under another doctor, the card shows "Original doctor: XXX" — a reminder this isn't your original patient, so ask a bit more

Limitation: Only works within the same hospital. No cross-hospital lookup.


5. Common questions

Q: The patient says they filled it, but my queue is empty. What now? A: First, check timing — submit to appearance is about 30 seconds. Still nothing? Ask for the code PC-XXXXXX and use Section 4's manual lookup.

Q: What about confusable characters like O vs 0? A: The system deliberately excludes ambiguous characters (no O / 0 / I / 1 in generated codes). What the patient reads to you will not be ambiguous.

Q: I'm covering for Dr. X. How do I see their queue? A: Use Section 4 to pull the record into your own queue with the code. The card will mark "Original doctor: X". Close out normally — the care record will correctly attribute to you, since you're the one who actually saw the patient.

Q: Patient filled half the form and left. What happens? A: The record stays in "unsubmitted" state and never reaches the queue. If they return and rescan the same QR from the same phone, the system resumes from the last step.

Q: I clicked "Close" by mistake — how do I undo? A: Closed records are kept 180 days. Open the record, top-right "Reopen", then pick "Follow-up" or "Surgery or rehab". A new care record is created; the original closure is marked "withdrawn".

Q: What does the red advisory bar mean? A: The patient's answers match a combination the system flags as warranting extra attention (example: "weakness + worsening + persistent"). It's not a diagnosis, just a prompt to ask those warning-sign questions during your exam. Whether it's actually urgent is still your call.