NEW: AMS Consult Workflow - Data Entry

NEW CONSULT DATA ENTRY

CENTRALISED DATA ENTRY METHOD

Practitioners will now use their discipline specific Consult Form as the primary entry point for documenting individual consultations and sharing communications with other disciplines.

Key Improvements

• The updated workflow enables practitioners to document relevant consultation notes while also linking additional data sources from other forms—such as Body Composition assessments, Wellness Reports, ForceDecks trials etc.—within a single, integrated record.
• This approach enhances clinical documentation and provides a more complete and detailed view of the athlete's condition and progress.

Accessing the Form

The form is readily available as a quick-link under "Favorite Events" on the landing page. To access it:

• Hover over the tile, select "Enter Data," and locate the relevant athlete.

CONSULT NOTES

This section is designated for documenting consultation notes and athlete interactions, including key observations, assessments, and recommendations made.

VIEWING SHARED CONSULT DATA FROM OTHER DISCIPLINES

Each discipline will have its own version of the new Consult Form.

All practitioners across disciplines will have the ability to selectively share relevant information with other disciplines.

This section enables practitioners to review data entered BY their discipline and those shared WITH their discipline while conducting their consultation, ensuring better collaboration and continuity of care.

LINKING OTHER DATA SOURCES TO THIS CONSULT

This section of the new Consult Form workflow allows practitioners to access other forms or view stored data without leaving their consultation form.

Practitioners can now enhance their consultation notes by adding summary data from another form—either by creating a new record or linking to an existing one—directly within the consult form.

In collaboration with discipline leads and working groups, each new consult / record form will include a selection of key and commonly used data entry forms. This enables practitioners to:

1. Show Historical Information – View past entries from other relevant forms.
2. Create a New Record – Enter data within a separate data form by navigating from within this form. Click "+ New" to open a data entry form, complete it, and click "Save" to return to the current consult form. 
   • Example: A Dietitian in the Nutrition discipline can seamlessly add a new anthropometry entry during their consultation.
3. Link Information – Clicking "Link" allows you to attach relevant data from another form to this consultation. This helps create a more complete record and gives practitioners additional information to share with others when needed.

This functionality enables more comprehensive and detailed communication with other disciplines, supporting improved collaboration and continuity of care.

FOLLOW UP FLAGS

This section enables practitioners to flag follow-up dates and required actions, which will appear in the ACTIONS section on the landing page.

SHARED COMMS

The Shared Comms section allows practitioners to control what information is shared and who it is shared with.

This section is designed to facilitate communication with other disciplines across the DPE AND the National program (where relevant) by sharing relevant athlete information important to the care of the athlete, while protecting confidential or unrelated details from being disclosed.

Once athlete consent has been obtained, practitioners can customise shared content by selecting from the following options:

1. Consult note fields
2. Additional shared notes, and
3. Add summary data from linked forms.

This ensures clear, purposeful communication that respects athlete privacy.

Once a practitioner has:

• Discussed information sharing with the athlete and obtained their consent, and
• Selected the specific information to be shared with other practitioners,

they can then choose who to share the consult summary with.

In the below example, the practitioner has chosen to share information only with practitioners holding Strength & Conditioning, Performance Support Manager, or Coach roles within the AMS—provided those users also have access to the athlete.

The practitioner can then click “Save and Close” to save the record and initiate sharing with only the selected recipients.