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Workflow pattern

A record that satisfies an outsider

Shows the shape where a record has to satisfy an external party such as an auditor or insurer, and how Pensieve assembles what they need.

A record often has to satisfy someone beyond the hospital: an auditor, an insurer, a regulator, or the patient. This pattern sets out the shape that request takes, and how Pensieve assembles the record, its provenance and its access history into what the outside party needs.

The shape

An outsider is a party beyond the hospital who the record must satisfy: an auditor, an insurer, a regulator, or a patient exercising a right over their data. A disclosure is the assembled set of records that answers their request.

The shape has one entry and one settled exit. It begins with the outside request and ends with a logged disclosure delivered to the party.

Atlas provides the clinical facts, Vault provides the charges and assembles an insurance claim, Falcon shows the lineage of each figure, and Cirith Manager answers who accessed the record and checks each release.

Figure 1.Diagram showing an outside request received, the basis and checks confirmed, facts assembled from the record, provenance attached, the release checked and logged, and the set delivered to the outside party.

Where it starts

The shape starts with a request. An outside party names the patient, the period, and what it needs to be satisfied.

The record answers because each fact already carries its author, its time, and its lineage. A posted charge stands fixed and a completed form locks the moment it is finished, so the assembled evidence reads as it stood at the time.

The path

  1. 1

    The request arrives

    An outside party's request names the patient, the period, and what it needs.

  2. 2

    The basis is established

    The lawful basis for release and the checks that govern it are confirmed before any record is gathered.

  3. 3

    The record is assembled

    The clinical facts, the audit entries, and the financial entries are gathered, each carrying its author and time.

  4. 4

    The provenance is attached

    Each figure carries its lineage, and each completed form is the locked version exactly as it was filled.

  5. 5

    The release is checked and logged

    Access is checked against the confirmed basis, and each disclosure is logged in the patient's record.

  6. 6

    The set reaches the outside party

    The assembled set leaves as a claim submission or a produced export, matching what the party needs.

What is recorded

Recorded itemWhat it captures
The requestWho asked, for which patient and period, and what they need.
The basisThe lawful basis and the checks that governed release.
The assembled setThe clinical, audit and financial entries gathered.
The provenanceThe author, time and lineage carried by each entry.
The disclosureThe moment of release, logged in the patient's record.

Tools in the shape

ToolIts part in the shape
AtlasProvides the clinical facts, each carrying its author and time.
VaultProvides the charges as they stood and assembles an insurance claim.
FalconShows the lineage of each figure so a reviewer traces it to source.
Cirith ManagerAnswers who accessed the record and checks each release.

What holds throughout

Done.Each fact carries the person who recorded it and the moment.
Done.A posted charge and a completed form stand as they were at the time.
Done.Each disclosure to an outside party is logged in the record.
Done.The assembled set traces to its source.

The evidence reads as it stood

A posted charge stands fixed and a completed form locks the moment it is finished. The assembled evidence reads as it stood, so an outside party sees the record of the time alongside its provenance.

Where the shape varies

The shape holds whether the outside party is an auditor, an insurer, a regulator, or a patient exercising a right over their data. What changes is the basis for release and the form the assembled set takes. The provenance travels with the evidence in every case.

Common questions

How does the record satisfy an auditor asking who saw it?

The access log answers who viewed the record, when, and the reason recorded for each access.

How is an insurer's claim substantiated?

The claim assembles from the charges and the clinical facts that support them, each carrying its source.

Does assembling a disclosure change the record?

Assembly reads the record and logs the release. The underlying entries stand as they were, and the disclosure itself becomes a new logged entry.

Read how an access history is produced for one record in answering who saw this record.