Journey catalogue

Every journey this guide will contain. Each row becomes one page following the journey template (docs/guide/_templates/journey.md), one capture spec, and later one LMS lesson.

Status: ✅ verified in the browser · 📝 source material exists, not yet rewritten or verified · ⬜ not started.

Sources: verabase-client/docs/user-guide/WALKTHROUGHS.md (WT) and README.md (RM), EPIC-PARITY-MODULES.md, DEMO-READINESS.md.

Control plane (Verabase operations)

Id	Journey	Roles	Status
CP-01	Sign in and secure your account	platform admin	✅
CP-02	Onboard a new hospital	platform admin	✅
CP-03	Register a facility device	platform admin	✅
CP-04	Support a hospital that calls in	platform admin	✅
CP-05	Investigate an audit event	platform admin	✅
EXCHANGE-CLAIM-01	Send a hospital claim to an HMO and get the answer back	billing officer, hmo claims officer	✅
CP-06	Change a hospital's plan, suspend, reactivate, archive	platform admin	✅
CP-07	Record a hospital's integrations and their keys	platform admin	✅ (hospital side not wired: decision 7)
CP-08	Back up a hospital and test a restore	platform admin	✅ failure path (success needs Turso)
CP-09	Resolve a sync conflict	platform admin	⬜
CP-10	Register an API client and webhook (Developer portal)	platform admin, developer	⬜
CP-11	Set up clinical intelligence and knowledge access	platform admin	✅

Hospital go-live (implementers, Facility Admin)

Id	Journey	Roles	Status
IMP-01	First sign-in; replace the temporary password	facility admin	✅
IMP-02	Staff, roles, licences, MFA policy	facility admin	✅
IMP-03	Departments, wards, beds and units	facility admin	✅
IMP-04	Service catalogue and payer prices	facility admin	✅
IMP-05	Medication safety rules, proven	facility admin, provider, pharmacist	✅
IMP-06	Registration questions and patient forms	facility admin	✅
IMP-07	General settings	facility admin	✅
IMP-08	Pharmacy routing, barcode policy, scanners	facility admin, nurse	✅
IMP-09	Go-live checklist	implementer	✅

Facility: end-to-end journeys

Id	Journey	Roles	Status
FAC-ACC-01	Your own account: password, MFA, forgotten password	every role	✅
FAC-OPD-01	Outpatient visit, front door to paid	admin, front desk, nurse, provider, lab tech, lab sup, pharmacist, billing	✅
FAC-OPD-02	Book, confirm, remind and check in an appointment	front desk	✅
FAC-OPD-03	Receive a referred patient with a scanned letter	front desk, provider	✅
FAC-ED-01	Emergency arrival: triage, the board, and ending the visit	nurse, provider	✅
FAC-ED-02	Ambulance handover and the resuscitation timeline	nurse	✅
FAC-IPD-01	Inpatient stay: admission, drug round, transfer, discharge	front desk, provider, nurse, pharmacist, admin, housekeeping, billing	✅
FAC-MAR-01	The drug round in depth: your patients, refusals and PRN doses	nurse	✅
FAC-MAR-02	High-alert and controlled drugs: witness, register, verification	nurse, pharmacist, facility admin	✅
FAC-MAR-03	Downtime: reconcile a paper MAR, print the drug chart	nurse	✅
FAC-LAB-02	The lab bench beyond routine: a rejected specimen, a reference lab, an analyser result	lab tech, lab sup, provider	✅
FAC-RAD-01	Imaging: request, perform, report, and a critical finding	provider, radiographer	✅
FAC-RX-02	The pharmacist rejects an order, and the prescriber fixes it	pharmacist, provider	✅
FAC-INV-01	Stock: low stock, reordering, goods received, a recall	pharmacist	✅
FAC-CHAT-01	Escalate a patient to the treatment team in Vera Chat	nurse, provider	✅
FAC-CHAT-02	Set your status and auto-forward chat while you're away	provider, nurse	✅
FAC-CHAT-03	Messages, typing and alerts arrive live	nurse, provider	✅
FAC-CHAT-04	Group chats from who's on duty, photos, and a tidy list	nurse	✅
FAC-CHAT-05	@mention someone, correct a message, and recall one sent by mistake	provider, nurse	✅
FAC-CHAT-06	Add people, attach a patient later, share a PDF, and forward a message	provider	✅
FAC-CHAT-07	Chat retention, legal hold and export	facility admin	✅
FAC-CHAT-08	Voice and video calls	nurse, provider	✅
FAC-CHAT-09	Invite an outside clinician to a conversation	provider	✅
FAC-INV-02	Count pharmacy stock and move it between stores	pharmacist, facility admin	✅
FAC-BILL-02	The cashier's shift: split payment, a pending transfer, close and reconcile	billing	✅
FAC-BILL-03	Claims: from an insured patient's bill to the payer's remittance	billing	✅
FAC-BILL-04	Adjustments and refunds: a reasoned discount, a refund for an item returned	billing	✅
FAC-BILL-05	Receivables, inpatient deposits, payer remittances and appeals	billing	✅
FAC-BG-01	Break the glass: emergency access to a patient outside your coverage	nurse, provider, pharmacist, lab, radiology	✅
FAC-BG-02	Reviewing emergency access	facility admin	✅
FAC-THR-01	Procedure consent, theatre record and recovery handoff	provider, theatre coordinator, billing officer	✅
FAC-CSSD-01	Sterile processing, failed loads and theatre traceability	provider, CSSD technician, theatre coordinator	✅
FAC-OPS-01	Ambulance and transport	transport coordinator	✅
FAC-OPS-02	Laundry and linen	laundry coordinator, nurse	✅ Verified 2026-10-06
FAC-OPS-03	Housekeeping: take and complete a bed-turnaround task	housekeeping	✅
FAC-OPS-04	Mortuary: receive, safeguard, release	provider, mortuary officer	✅ Verified 2026-10-07
FAC-SPEC-01	Specialty observations: mental health, dental, ophthalmology, physiotherapy	provider, nurse	✅ Verified 2026-10-07
FAC-GOV-01	Audit log for compliance: one staff member, one morning	facility admin	✅
FAC-GOV-02	Retention schedules and legal holds	facility admin	✅
FAC-GOV-03	Notifiable disease register and IDSR reconciliation	provider, facility admin	✅
FAC-GOV-04	Accreditation evidence packs	accreditation coordinator	✅ Verified 2026-10-08
FAC-WF-01	A medication agreement from the library to a cosigned record in the chart	facility admin, provider, nurse	✅ Verified 2026-10-09
FAC-WF-02	Corrections, declined agreements, department checklists and withdrawal	facility admin, provider, nurse	✅ Verified 2026-10-09
FAC-WF-03	Department reviewers and department readiness	facility admin, accreditation coordinator	✅ Verified 2026-10-09
FAC-WF-04	Clinical source review and local adoption	facility admin, provider	✅ Verified 2026-10-09 (synthetic source, local knowledge service)
FAC-REP-01	Reports and the custom report builder (CSV export)	facility admin	✅ Verified 2026-10-08
FAC-PAT-01	Waiting-room display and patient kiosk	facility admin, front desk, lobby display, kiosk	✅
FAC-PAT-02	Corporate employee and dependent accounts	billing	✅

Role handbooks

One page per role, pointing into the journeys above in the order that role meets them. See Role handbooks.