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Visual mode workbench

Two visual modes. Internal reference shows source screenshots for review and stays behind admin route protection. Public Mizly visual is a redrawn realistic walkthrough that learners see only when status is live. Source screenshots, transcripts, and guide names never appear on learner routes.

Workflows tracked
4
Live public visuals
3
Internal-only
1
vm_orders_full_workflow_map public_mizly_visuallivesource: yesLearner-visible

Orders — full workflow map

Related Ask IDs: ll_scope_orders, ll_order_entry, ll_order_entry_confusion

What screen this is
Internal reference shows Orders activity, Order Entry tab, and Sign basket. PHI, org names, and vendor chrome must be removed from any learner exposure.
Transcript explanation
User opens a patient chart, navigates to the Orders activity, places or modifies an order in the Order Entry tab, then signs in the basket. The most frequent failure is signing before the required fields (priority, indication, frequency) are completed.
What user is trying to do
Place or modify an order and sign it cleanly the first time.
Where to click
Left activity sidebar → Orders → Order Entry tab → search and add → Sign basket.
What to check
Required fields are green, no red exclamation on the order row, signing context (encounter, authorizing provider) is correct.
What to say
If signing fails, name the missing field aloud: 'Sign blocked — priority is missing on order line 2.'
Escalation
If the order set is locked or a required field is missing from the system (not just blank), escalate to the workflow analyst.
Realistic-visual key
orders_workflow
Public Mizly visual preview (live)
Orders·Patient · 47y · MRN ••••·Outpatient visit · today
  • Chart Review
  • Notes
  • Orders
  • Medications
  • Results
  • Flowsheets
  • Visits
  • Messages3
Order Review
Order Entry
Sign Basket
Pending Cosign
Search orders, panels, order sets…
Pending in basket
  • Lipid panelRoutine · today
  • Metformin 500 mg PO BIDRefill 90 · pharmacy
  • Chest X-ray PA/LATPriority missing
  • TSH with reflexRoutine · today
Detail · Chest X-ray PA/LAT
Priority
— required —
Indication
Cough, 3 weeks
Authorizing provider
Current user
Encounter
Outpatient visit · today
Sign blocked: Priority is required before this order can be signed.
Resolve the red row first, then Sign basket.
  1. Open Orders from the activity sidebar.
  2. Switch to Order Entry to add or fix orders.
  3. Red row = missing required field. Open it.
  4. Fill Priority, then re-check the warning clears.
  5. Sign basket only after every row is clean.
vm_notes_write_and_sign public_mizly_visuallivesource: yesLearner-visible

Notes — where to write and sign notes

Related Ask IDs: ll_scope_notes, ll_note_signing, ll_note_sidebar_or_note_type_missing, ll_note_unsigned_missing_required_field

What screen this is
Internal reference shows note sidebar, note-type picker, template body, and sign panel with required-field warning.
Transcript explanation
User opens a patient encounter, opens the Notes activity, picks the correct note type, writes inside the template body, then signs. Frequent failure: cannot sign because a required SmartList or attestation is unanswered.
What user is trying to do
Document the visit and sign the note in the correct note type for billing and continuity.
Where to click
Notes activity in the left sidebar → New note → pick note type → write in body → Sign.
What to check
Note type matches the encounter, required SmartLists are answered, attestation block is filled if you are a supervising clinician.
What to say
If sign is blocked, read the warning out loud: 'Required field — attestation' before clicking again.
Escalation
If the correct note type is not in the picker for this encounter type, escalate to the template/build team.
Realistic-visual key
notes_workflow
Public Mizly visual preview (live)
Notes·Patient · 62y · MRN ••••·Office visit · today
  • Chart Review
  • Notes
  • Orders
  • Medications
  • Results
  • Flowsheets
  • Visits
  • Messages
All Notes
My Notes
New Note
Cosign Queue
Search note type (e.g. Progress, H&P, Telephone)…
Recent note types for this encounter
  • Progress Note — Office visitSuggested
  • Telephone EncounterNot for in-person visit
  • H&PInpatient only
  • AddendumRequires signed note
Detail · Progress Note — Office visit
Subjective
Documented
Objective
Documented
Assessment / Plan
Documented
Attestation
— required —
Sign blocked: Attestation block is required before signing this note type.
Complete attestation, then Sign note.
  1. Open Notes from the activity sidebar.
  2. New Note → pick the note type for this encounter.
  3. Pick the suggested row matching the encounter type.
  4. Fill every red field, including the attestation.
  5. Sign note. If blocked, read the warning aloud.
vm_smarttools_smartlink_blank_wrong public_mizly_visuallivesource: yesLearner-visible

SmartTools — SmartLink blank or wrong

Related Ask IDs: ll_smarttools_smartlink, ll_p12r2_smartlink_blank_or_wrong

What screen this is
Internal reference shows SmartLink rendered with empty placeholder and wrong-context warning panel. Patient context info must be stripped on any public visual.
Transcript explanation
User inserts a SmartLink in a note. It renders blank or pulls the wrong patient/encounter context. Frequent failure: SmartLink depends on data that is not entered yet, or the user is in the wrong encounter context.
What user is trying to do
Insert a SmartLink that pulls the correct, current patient data into the note.
Where to click
Note body → SmartTools button → search SmartLink by name → insert → refresh.
What to check
SmartLink resolves to real data (not the placeholder name), and the data matches the current encounter.
What to say
If blank, say what's missing: 'SmartLink for last A1c is blank — no result in the chart yet.'
Escalation
If the SmartLink resolves to another patient or another encounter, stop and escalate to security/build immediately.
Realistic-visual key
smartlink_workflow
Public Mizly visual preview (live)
Notes — SmartTools·Patient · 35y · MRN ••••·Follow-up · today
  • Chart Review
  • Notes
  • Orders
  • Medications
  • Results
  • Flowsheets
  • Visits
  • Messages
Note Body
SmartTools
Attachments
Sign
Search SmartLink by name (e.g. LastA1c, ActiveProblems)…
Inserted SmartLinks in this note
  • {LastA1c}Resolves to: — blank —
  • {ActiveProblems}Resolves to: 3 items
  • {LastBP}Resolves to: 128 / 82 (today)
  • {AllergiesNKDA}Resolves to: NKDA
Detail · {LastA1c}
Source
Lab results — A1c
Encounter context
Current encounter
Last value found
— none in chart —
Renders as
(blank)
SmartLink is blank because no A1c result exists in the chart yet. Order or document the value, then Refresh links.
If the value belongs to another patient, stop and escalate.
  1. Stay in the Note Body tab while you edit.
  2. Search SmartLink by exact name.
  3. Red row = blank or wrong-context SmartLink.
  4. Check what it resolves to. Blank ≠ wrong patient.
  5. Refresh links. Escalate if it pulls the wrong chart.
vm_internal_los_reference internal_referencenot_startedsource: yesAdmin only

Level of Service / missing LOS — internal reference

Related Ask IDs: ll_level_of_service_selection

Internal reference only — never render on learner or public routes.
What screen this is
Source pages show visit charge / LOS area in Ambulatory and GL3. Contains vendor chrome and org-specific lane names — strip before any public version.
Transcript explanation
User cannot find or change the Level of Service on a visit charge. Most common cause is the LOS column hidden in the personalized schedule view or the charge is locked by claim status.
What user is trying to do
Set or change the Level of Service on the visit charge.
Where to click
Visit Navigator → Charge Capture → LOS field.
What to check
Charge is not yet on a closed claim, LOS column is visible, user role allows charge edits.
What to say
If LOS is locked, say which claim status is blocking it: 'LOS locked — claim is in submitted status.'
Escalation
Escalate to billing build if LOS picker is empty for a visit type that should have one.
Realistic-visual key
(none)
Visual mode rules
Learner Ask only renders workflows where visual_mode = public_mizly_visual and public_visual_status = live. Internal references are labeled "Internal reference only" and never appear on learner or public routes. No vendor logos, PHI, MRNs, DOBs, org names, passwords, private links, or source guide names may appear on any public visual.