Operational views
Review work, evidence, exceptions and authorised decisions within a defined operating scope.
Healthcare / APPLICATION BLUEPRINT
Coordinates recurring appointments, patient transport, chair availability, staff prerequisites, consumables and service evidence.
14 workspace menus · 12 business workflows · 5 role profiles
Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.
Designed for care coordinators and the responsible business owners

Illustrative workspace and record review. Select a concept screen to inspect it in full.


Review work, evidence, exceptions and authorised decisions within a defined operating scope.
Coordinates recurring appointments, patient transport, chair availability, staff prerequisites, consumables and service evidence. Escalates missed sessions and capacity conflicts to authorised staff; does not control treatment equipment or prescribe care.
From intake to authorised completion, with evidence at each decision.
Establish the scope of recurring appointments, capture the required records and assign the accountable team.
Coordinate patient transport, chair availability, with linked evidence and visible outstanding actions.
Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.
Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.
Select a workflow to review the steps, responsibilities, approval and exception handling.
Coordinate recurring appointments within Dialysis Centre Scheduling and Service Coordination.
Trigger
Recurring appointments requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Demand exceeds suitable capacity or a provider withdraws its commitment.
Outcome
An accepted capacity commitment with service conditions and completion evidence.
Coordinate patient transport within Dialysis Centre Scheduling and Service Coordination.
Trigger
Patient transport requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
Coordinate chair availability within Dialysis Centre Scheduling and Service Coordination.
Trigger
Chair availability requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
Coordinate staff prerequisites within Dialysis Centre Scheduling and Service Coordination.
Trigger
Staff prerequisites requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
Coordinate consumables within Dialysis Centre Scheduling and Service Coordination.
Trigger
Consumables requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
Coordinate service evidence. Escalates missed sessions within Dialysis Centre Scheduling and Service Coordination.
Trigger
Service evidence. Escalates missed sessions requires a new record, an agreed review or a controlled change.
Responsible role
Clinical reviewer
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
Coordinate capacity conflicts within Dialysis Centre Scheduling and Service Coordination.
Trigger
Capacity conflicts requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Demand exceeds suitable capacity or a provider withdraws its commitment.
Outcome
An accepted capacity commitment with service conditions and completion evidence.
Coordinate operating requirement within Dialysis Centre Scheduling and Service Coordination.
Trigger
Operating requirement requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.
Outcome
An approved operating plan and owned actions for its accepted conditions.
Coordinate operating exceptions within Dialysis Centre Scheduling and Service Coordination.
Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.
Outcome
An authorised decision or escalation with accountable resolution actions.
Coordinate completion and follow-up within Dialysis Centre Scheduling and Service Coordination.
Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.
Responsible role
Clinical reviewer
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
Coordinate controlled operating changes within Dialysis Centre Scheduling and Service Coordination.
Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.
Responsible role
Clinical reviewer
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.
Outcome
A review finding, its accepted evidence and any accountable corrective actions.
Coordinate scoped operational reports within Dialysis Centre Scheduling and Service Coordination.
Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.
Responsible role
Care coordinator
Approval
Service authoriser records the decision when the action changes an accepted commitment or requires delegated authority.
Exception handling
Required information or responsibility is missing, or an operating condition changes.
Outcome
A completed operating record with its linked evidence and remaining obligations.
Interface scope, data mapping and testing are agreed for each engagement.
Authorised users can review recurring appointments, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.
Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.
Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.
AI extensions are scoped around the required data, business outcome and review controls.
Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.
Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.
Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.
AN EXAMPLE OPERATING SCENARIO
Start with recurring appointments and follow the record through coordinate delivery and evidence. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.
Review a representative delivery record, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.
The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.
Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.
The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.