Work
Compliance Concept course
ClearPath HealthOps

Right Patient, Right Record

A short patient-safety course that teaches front-desk staff three checks to keep every order, result and bill on the right patient record.

Learners
Front-desk and patient-access staff
Format
Animated explainer with knowledge checks
Runtime
2:07
Still from the ClearPath HealthOps course

The brief

Every order, result and bill attaches to one patient record. When it lands on the wrong one, the mistake follows the patient into the lab, the pharmacy and the next visit. Busy desks read a name out and wait for a yes, open the first search result, or click merge when the system suggests it. The course needed one habit that takes seconds and holds under pressure.

What learners can do after

  • Ask the patient for their full name and date of birth instead of reading them out
  • Match two identifiers before opening any record
  • Never use a room or bed number as an identifier
  • Stop and flag possible duplicate records instead of merging them
  • Confirm both identifiers on the wristband and lab order with the patient

The framework

Three checks, every patient, every time. Two identifiers carry through all three.

ClearPath HealthOps logo
ClearPath HealthOps
  1. 1

    Ask

    Ask for full name and date of birth. Don't read them out and wait for a yes.

  2. 2

    Match

    Match both identifiers before opening a record. Not the first result, not a room number.

  3. 3

    Confirm

    Check the wristband and order against the record, then read them back with the patient.

How we built it

One check-in runs the whole course. Grace Mendoza is here for blood work, and the search returns two records that share her name and birthday; only the year differs. Learners watch Nicole ask instead of read out, match before she opens anything, stop at the merge prompt and flag both records, then read the wristband back with Grace before it goes on.

It continues ClearPath's series in the same look as Handling Patient Information Safely, built from the same screen kit and character set, so a second module costs a fraction of the first.

Framework stepTested by
  1. 1
    Ask
    Q1Q3
  2. 2
    Match
    Q2Q3
  3. 3
    Confirm
    Q4
ClearPath HealthOps course still
See the full design process

Our ClearPath HealthOps case study, Handling Patient Information Safely, shows the whole map with timestamps, the design decisions, and a sample design document you can download.

Try the knowledge check

These are the questions learners answer after the scenario. In your LMS, the score is recorded automatically through SCORM 1.2.

Question 1 of 4
A patient walks up to the desk. What do you say first?

What a client would receive

  • SCORM 1.2 package with the scored knowledge check
  • 2:07 MP4 master in 1080p
  • Caption files (SRT and VTT)
  • Full transcript
  • Quiz questions and answers in an editable document

Want your experts' knowledge built like this?

Book a discovery call