Multidisciplinary Pediatric Care Lifecycle (2)
A structured, collaborative workflow connecting specialists, therapists, and families to deliver ...
- Sessions
- 18
- Steps
- 78
- Last edited
- Oct 15, 2026
- Created by
- Nova
About this process
Multidisciplinary Pediatric Care Lifecycle (Integrated Pediatric Therapy Workflow) A end-to-end framework designed to coordinate multidisciplinary care teams across patient onboarding, therapeutic assessments, session tracking, action items, and cross-environment communication. Unified Patient & Family Record: Centralized intake and administrative history. Multidisciplinary Assessment & Care Plan: Structured diagnostic and baseline evaluations. Session & Progress Logs: Ongoing tracking of therapy goals and intervention outcomes. Inter-Environment Communication Hub: Streamlined alignment between specialists, families, and external environments (schools/caregivers). A structured, collaborative workflow connecting specialists, therapists, and families to deliver continuous, coordinated care for children needing multi-disciplinary support. Customize this process.
The process in detail
18 sessions · 78 steps1. Initial Information
3 steps- 1
Initial Data Collection
- 2
Scheduled Meeting Dates
- 3
Assign Date and Time to Next Session and Task
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1. Initial Data Collection
Indicate whether the form is completed and where we can find it. Ask the family to fill out the form and verify that it has been added to their family folder in 🗂((families folder link)), as well as ensuring the link has been added to the resources section of this project."
- 📁 The link to the folder was added to the Nova resources section.
- 📋 The form was added to the family profile (a profile was created if necessary).
2. Scheduled Meeting Dates
Schedule the first meeting with the family and, once scheduled, add any notes here to indicate that it was done. You can also add the scheduled date.
3. Assign Date and Time to Next Session and Task
- Done!
Inter-Environment Communication
1 stepEsta pizarra se utiliza para cualquier tipo de comunicación de entornos (colegio, fmilias, Sanidad, etc) que se han realizado. Se debe poner el @ para que la persona adecuada vea la notificación. En la pestaña de conclusiones se anotará la parte importante a mode resumen.
- 1
Capture Environment Notes
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1. Capture Environment Notes
Record notes and updates regarding communications with external environments, including school, family, health system, and other partners. Leave a note specifying the source environment and any relevant details.
- Colegio
- Familia
- Sanidad
- SS.SS
- Otro
1.2 Client/Family Info
12 steps- 1
Was the meeting accepted by the family?
- 2
Proposed assessment:
- 3
Proposed time: 🗣️ Speech-Language Pathologist
- 4
Proposed time: 🧠 Neurologist
- 5
Proposed time: 🩺 Developmental Pediatrician
- 6
Proposed time: 👂 Audiologist
- 7
Proposed time: 🏃 Physical Therapist (PT)
- 8
Proposed time: 💭 Psychologist / Neuropsychologist
- 9
Create a draft page for an assessment and proposal document.
- 10
Sending the assessment to the family.
- 11
Assessment accepted?
- 12
Additional notes.
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1. Was the meeting accepted by the family?
Child's form and documentation.
- 📅 The meeting was accepted by the client/family.
- 🩺 The client/family attended the assessment.
- The client canceled or rescheduled the assessment.
2. Proposed assessment:
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
- 🗣️ Speech-Language Pathologist – Evaluates speech, language, communication, and swallowing skills.
- 🧠 Neurologist Evaluates brain, nervous system, and neurological functions.
- 🩺 Developmental Pediatrician Assesses overall growth, developmental milestones, and behavior.
- 👂 Audiologist Evaluates hearing capability and auditory processing.
- 🏃 Physical Therapist (PT) Evaluates gross motor skills, strength, balance, and physical mobility.
- 💭 Psychologist / Neuropsychologist Assesses cognitive function, memory, learning styles, and executive function.
3. Proposed time: 🗣️ Speech-Language Pathologist
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
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4. Proposed time: 🧠 Neurologist
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
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5. Proposed time: 🩺 Developmental Pediatrician
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
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6. Proposed time: 👂 Audiologist
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
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7. Proposed time: 🏃 Physical Therapist (PT)
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
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8. Proposed time: 💭 Psychologist / Neuropsychologist
Select the specialist that you will be recommending and the total number of hours. Add a note to indicate the specifics of the proposal.
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9. Create a draft page for an assessment and proposal document.
As a clinical operations coordinator for a health center create a 2 page document that includes the total rate. (Calculate and display the total cost per specialist based on their scheduled hours and rates) Outline the specific scope and focus areas, and provide a guide for the family outlining what to expect during and after the assessment phase.
Input:
Task: Generate the following 4 sections based on the input:
10. Sending the assessment to the family.
When sending the assessment to the client, once completed—whether it was handed over in person or sent by email—please add the link to the folder where the rest of the team can find it. Please add the link to the following
11. Assessment accepted?
- 👍 Yes
- 🔴 No
- 😪 Confirms later
12. Additional notes.
1.2 Admin - Start
5 steps- 1
Assign assessment schedules
- 2
Assign sessions to professionals in the record/file and Nova
- 3
Assessment registered
- 4
Assessment payment 🤑
- 5
Budget notes & status
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1. Assign assessment schedules
Access the assessment folder, document, or app here and follow these steps: ((Assessment List))
- Option 1
- Option 2
2. Assign sessions to professionals in the record/file and Nova
- NAME 🧠 Neurologist
- NAME 🧠 Neurologist
- NAME 🗣️ Speech-Language Pathologist
- NAME 🩺 Developmental Pediatrician
- NAME 👂 Audiologist
- NAME 👐 Occupational Therapist (OT)
- NAME 🏃 Physical Therapist (PT)
- NAME 💭 Psychologist / Neuropsychologist
- NAME 🤝 Social Worker / Care Coordinator
3. Assessment registered
- Yes
- No
4. Assessment payment 🤑
- Completed
- Pending (send a reminder)
5. Budget notes & status
You can select multiple options based on your role. The budget cannot be both accepted and not accepted at the same time; ensure your selection is correct.
🤖 The administrative department must add the proposal in the conclusion.
- Sent to families
- Budget accepted
- Budget not accepted
- Administration has already recorded the proposal in conclusions
1.3 Register
6 steps- 1
Assign a file number and update the name and number in Nova
- 2
Session schedule
- 3
Create user folder in [Where?]
- 4
Assign primary therapist
- 5
Signing initial documentation
- 6
Billing registration
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1. Assign a file number and update the name and number in Nova
- 🗃 File assigned
- Number and information updated in Nova
2. Session schedule
📅 Assign session schedule - Click here to access the Link and set the schedule.
Select the action or actions you have completed.
- Schedule assigned
- Family notified (done!)
- Confirmed by family
- Confirmed by therapist/specialist
3. Create user folder in [Where?]
Here you will find all user information [Link]
4. Assign primary therapist
Access the file here.
👇Both options in this step must be completed.
- Assign to pediatric neurology file
- Add primary therapist to child's sessions
5. Signing initial documentation
Initial documentation form [Here]
Access to completed and signed documents [Here] and Access to family handbook [Here]
👇Indicate that the following is completed.
- Account number
- Center rules
- Data protection
- Image authorization
- PSV contract (if applicable)
6. Billing registration
Billing documents [ Here ]
- Noted and done!
Chat (Internal)
1 step- 1
Notes: Internal communication.
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1. Notes: Internal communication.
👤 Family/Client name - Overview
🔥 Here you will be able to see all the key conclusions and important notes about the child/family or client, which will automatically sync from other sessions—giving you visibility into everything happening regarding the child/ family/client. Resources: In the resources section, you can add additional notes to include key information related to the case. Video Call: 🤙 If you see someone from the team around and want to quickly chat about the case, use the video call.
2. Assessment O1
11 steps- 1
Interview
- 2
Number of Assessments
- 3
What primary neurological or developmental concerns prompted this evaluation? (Select all that apply)
- 4
What developmental milestones or behaviors are currently being observed? (Select all that apply)
- 5
What specific speech, language, or hearing challenges are present? (Select all that apply)
- 6
Which fine motor and daily living tasks require support? (Select all that apply)
- 7
What behavioral or emotional patterns are observed regularly? (Select all that apply)
- 8
How does the individual manage sensory stimuli in their environment? (Select all that apply)
- 9
Add the assessment to the client/family folder so the team can access it, and indicate the main points based on the previous steps.
- 10
Intervention proposal
- 11
Report feedback
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1. Interview
Add file to the "users under assessment" folder [Link] - Here is the link to the template -> Link
- Done!
2. Number of Assessments
- 1 Session
- 2 Sessions
- 3 Sessions
- 4 Sessions
- 5 Sessions
3. What primary neurological or developmental concerns prompted this evaluation? (Select all that apply)
- ⚡ Frequent seizures or unexplained fainting / staring spells
- 😴 Persistent sleep disruption or extreme fatigue
- 🌀 Coordination, balance, or frequent unexplainable falls
- 🧠 Sensory overload or severe sensory processing sensitivities
- ⏳ Noticeable regression in previously acquired skills or milestones
- ❓ None reported / General developmental screening only
4. What developmental milestones or behaviors are currently being observed? (Select all that apply)
- 💬 Delayed speech or difficulty producing clear sounds
- 🚶 Delay in sitting, crawling, walking, or running
- 🧸 Difficulty engaging in imaginative play or joint attention
- 🔄 Repetitive body movements (e.g., hand flapping, rocking)
- 🎯 Struggles with focused attention or following multi-step tasks
- ❓ None reported
5. What specific speech, language, or hearing challenges are present? (Select all that apply)
- 👂 Suspected hearing difficulty or inconsistent response to sound
- 🗣️ Struggles to form clear words or pronounce certain sounds
- 🧩 Difficulty organizing thoughts into full sentences
- 📖 Challenges understanding complex instructions or spoken language
- 🤝 Struggles with conversational turn-taking or non-verbal cues
- ❓ None reported
6. Which fine motor and daily living tasks require support? (Select all that apply)
- ✏️ Holding a pencil, drawing, or using scissors
- 👔 Dressing, buttoning clothes, or tying shoes
- 🍴 Using utensils during mealtimes
- 🧼 Personal hygiene (e.g., handwashing, toothbrushing)
- ✂️ Manipulating small objects, buttons, or zippers
- ❓ None reported
7. What behavioral or emotional patterns are observed regularly? (Select all that apply)
- 🌋 Frequent or intense emotional meltdowns / tantrums
- ⚠️ Self-stimulatory or self-injurious behaviors (e.g., head banging)
- 💥 Aggression toward peers, family, or caregivers
- 🛑 Resistance to routine changes or transitions between activities
- 🔕 Withdrawal, avoidance, or reluctance in social settings
- ❓ None reported
8. How does the individual manage sensory stimuli in their environment? (Select all that apply)
- 🎧 Hypersensitivity to loud noises or sudden sounds
- 🏷️ Avoidance of specific clothing textures, tags, or fabrics
- 💡 Sensitivity to bright lights or intense visual stimuli
- 🍲 Extreme selectivity or aversion to specific food textures/tastes
- 🌪️ Constant movement, spinning, or seeking intense physical pressure
- ❓ None reported
9. Add the assessment to the client/family folder so the team can access it, and indicate the main points based on the previous steps.
Assessment folder [here] /Find client or family name.
10. Intervention proposal
- Therapeutic proposal communicated to management and noted in conclusions.
- Proposal and feedback session date communicated to administration.
11. Report feedback
- Report prepared
- Family scheduled
- Report delivered
- Intervention plan date communicated to management
- Intervention plan communicated to management
3. Intervention Progress Tracking
2 steps- 1
Access to the Templates & Tracking Sheet
- 2
General Notes.
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1. Access to the Templates & Tracking Sheet
- 📄 Get access to the template here.
- 📋 Attendance and Tracking Sheet (here)
2. General Notes.
2.3. Evaluations / Assessments 🧠
3 steps- 1
📝 Qualitative reports
- 2
📊 Quantitative reports
- 3
💡 Notes and tips for creating reports and notes correctly
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1. 📝 Qualitative reports
🔗 Access templates: [ Here ]
2. 📊 Quantitative reports
🔗 Access templates: [ Here ]
2.2. Support and Onboarding Area
5 stepsThe goal of this session is to share relevant information from sessions with the family—such as goals, guidelines, follow-up, etc. In other words, we will put all the essential information for the whole team in the conclusions.
- 1
Reason for referral to the Area (therapeutic team)
- 2
Start date in the area
- 3
Family needs
- 4
Follow-up, goals, and guidelines
- 5
End date of intervention in the area
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1. Reason for referral to the Area (therapeutic team)
2. Start date in the area
3. Family needs
4. Follow-up, goals, and guidelines
5. End date of intervention in the area
- Option 1...
4. To-do 📝
2 steps- 1
Important/ Priorities
- 2
Nice-to-Have
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1. Important/ Priorities
2. Nice-to-Have
🚪 Discharge (client)
3 stepsWelcome to the client discharge and transition workspace. Use this session to review clinical outcomes, compile the complete documentation package, and deliver a warm, empowering closing experience for the client and family. Together, we ensure every administrative requirement is fulfilled while celebrating the person's journey and growth.
- 1
🛠️ Lead Preparation & Document Assembly (Internal team)
- 2
📂 Your Discharge Records & Care Package
- 3
💌 A Farewell Message from Your Care Team
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1. 🛠️ Lead Preparation & Document Assembly (Internal team)
Prepare the discharge session for the patient and their family. Review clinical progress, ensure all necessary records and personalized summaries are uploaded into the subsequent steps, and verify that the workspace is fully ready for the client to access.
2. 📂 Your Discharge Records & Care Package
Welcome to your discharge package. Here you will find all your official documents, summaries, and personalized resources compiled by your care team.
Please review and download your records:
All files are available here whenever you need them.
3. 💌 A Farewell Message from Your Care Team
A special closing note from everyone who worked alongside you on this journey:
Thank you for sharing your journey, strength, and dedication with us. Every step you took showed resilience, growth, and joy, and we are so proud of everything you have accomplished.
The skills and strengths you developed here will carry forward into school, home, and community life. While your regular visits are concluding, our doors and hearts remain open whenever you need encouragement, guidance, or support in the future.
- Option 1
- Option 2
🚪Offboarding (admin)
3 steps- 1
Notice to Management (o Communication to Management)
- 2
Reason for discharge / Reason for discontinuation
- 3
Recorded in / Logged in:
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1. Notice to Management (o Communication to Management)
Use @ name to notify management about the discharge so they receive the notification. > Keep it brief. 👀
2. Reason for discharge / Reason for discontinuation
- ⚠️ Incident
- 💰 Financial / Economic
- 🎯 Goals achieved / Target completion
- Other
3. Recorded in / Logged in:
0. Initial Form
6 stepsPlease fill out this intake form with your personal details, health background, and communication preferences so our clinical team can prepare for your care. At the end, you will review and acknowledge standard clinic consent and data privacy policies.
- 1
Provide your contact details
- 2
What is your primary reason for visiting?
- 3
Describe your health history and current symptoms
- 4
How do you prefer to receive clinic communications?
- 5
Acknowledge digital records and healthcare communication policy
- 6
Confirm consent for data processing and patient rights
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1. Provide your contact details
Please share your essential contact and demographic details so we can establish your patient profile.
Include the following in your response:
Submit your details below to register your baseline contact file.
2. What is your primary reason for visiting?
Select the primary area or service you are seeking support for during this visit.
If your visit covers multiple areas, pick the one that is currently having the biggest impact on your daily life, and add specific details in the comments.
- 🧠 Neurological Assessment
- 💬 Speech & Language Therapy
- 🤸 Occupational Therapy
- 🧩 Behavioral & Developmental Support
- 🧘 Mental Health & Psychological Counseling
- 🩺 General Health Check / Other
3. Describe your health history and current symptoms
Outline any existing diagnoses, past treatments, active medications, or specific symptoms our clinical team should know before your initial session.
Use these prompts to guide your summary:
Write your health summary below.
4. How do you prefer to receive clinic communications?
Choose how you would like our administrative and clinical team to contact you regarding appointment reminders, clinical updates, and general correspondence.
- 📱 SMS / Text Messages
- 📧 Email Notifications
- 📞 Phone Calls
- 💬 Secure Patient Portal
5. Acknowledge digital records and healthcare communication policy
Standard clinic practice requires digitalizing and securely maintaining patient records within our encrypted health management system to coordinate care across practitioners.
Please review our operational standards:
Select your acknowledgment below to confirm your understanding of our record-keeping standards. [Read details here]
- ✅ I understand and accept the digital records and communications policy
- ❓ I have questions about record digitization before proceeding
6. Confirm consent for data processing and patient rights
Please review and accept the terms regarding your patient rights, health data processing, and standard privacy practices:
Select your response below to finalize your consent agreement and complete your intake registration. [Read details here]
- 📋 I accept all data processing, privacy terms, and standard care practices
- ⚠️ I request to discuss specific terms with clinical administration first
3.0. Speech Therapy Session 📅
5 stepsComplete this quick log immediately following your speech therapy appointment to record attendance, activities targeted, and observed progress. If the client missed or canceled, follow the administrative prompt to log the absence in the client file.
- 1
Record Session Attendance Status
- 2
Document Interventions and Activities Addressed
- 3
Log Goal Progress and Clinical Observations
- 4
Evaluations / Assessments Notes
- 5
Notes to the family/client
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1. Record Session Attendance Status
Select the attendance outcome for today's scheduled speech therapy appointment.
If the client was absent (late cancel or unexcused no-show), remember our clinical compliance protocol: you must open the main client tracking register (1.3 Register) and record the missed appointment code and contact attempt in [File]. This is not optional.
- 🟢 Attended (Full session completed)
- 🟡 Attended Late (Shortened session)
- 🔴 No-Show (Missed — log in File / 1.3 Register)
- ⚪ Late Cancellation (Missed — log in File X / 1.3 Register)
- 🔵 Rescheduled in Advance
2. Document Interventions and Activities Addressed
Select all target intervention domains addressed during today's visit for quick observation tracking.
- 🗣️ Articulation & Phonology
- 👂 Receptive Language
- 💬 Expressive Language
- 📱 AAC & Functional Communication
- 👥 Pragmatics & Social Skills
- 🌊 Fluency
- 🥣 Feeding & Swallowing
3. Log Goal Progress and Clinical Observations
Select the observed goal progress and clinical indicators demonstrated during today's session.
- 🎯 Goal met / mastered (80%+ accuracy)
- 📈 Progressing as expected (moderate cues)
- 🌱 Emerging skill / inconsistent performance
- 📉 Regressed / needs baseline re-evaluation
- ⭐ High engagement & regulated behavior
- 🧩 Sensory/behavioral support required
- 🏡 Caregiver home practice reviewed
4. Evaluations / Assessments Notes
Open this link and add your evaluation and assessments notes after the session. [ Link to file/folder ]
5. Notes to the family/client
3.0. Neurologist Session 📅
5 steps- 1
Record Session Attendance Status
- 2
Document Interventions and Activities Addressed
- 3
Log Goal Progress and Clinical Observations
- 4
Evaluations / Assessments Notes
- 5
Notes to the family/client
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1. Record Session Attendance Status
Select the attendance outcome for today's scheduled speech therapy appointment.
If the client was absent (late cancel or unexcused no-show), remember our clinical compliance protocol: you must open the main client tracking register (1.3 Register) and record the missed appointment code and contact attempt in [File]. This is not optional.
- 🟢 Attended (Full session completed)
- 🟡 Attended Late (Shortened session)
- 🔴 No-Show (Missed — log in File / 1.3 Register)
- ⚪ Late Cancellation (Missed — log in File X / 1.3 Register)
- 🔵 Rescheduled in Advance
2. Document Interventions and Activities Addressed
Select all target assessment and clinical evaluation domains addressed during today's visit for quick observation tracking.
- 🧠 Cranial Nerve Examination
- 💪 Motor Function & Muscle Tone
- ⚡ Deep Tendon & Pathological Reflexes
- 🎯 Coordination, Balance & Gait
- 🧩 Cognitive, Mental Status & Speech
- 🌱 Developmental & Milestone Tracking
- ⚡ Electroencephalogram (EEG) / Neurophysiology Review
3. Log Goal Progress and Clinical Observations
Select the observed neurological findings, clinical indicators, and goal progress demonstrated during today's visit.
- ✅ Age-appropriate neurological status / milestones met
- ⚠️ Abnormal muscle tone (hypertonia / hypotonia)
- ⚖️ Asymmetry / focal neurological deficit observed
- 🌱 Developmental or motor milestone delay
- ⚡ Paroxysmal events / seizure activity reported or monitored
- 💊 Medication tolerance / efficacy reviewed
- 📋 Neurological diagnostic or therapeutic recommendations made
4. Evaluations / Assessments Notes
Open this link and add your evaluation and assessments notes after the session. [ Link to file/folder ]
5. Notes to the family/client
3.0. Physical The Session 📅
5 steps- 1
Record Session Attendance Status
- 2
Document Interventions and Activities Addressed
- 3
Log Goal Progress and Clinical Observations
- 4
Evaluations / Assessments Notes
- 5
Notes to the family/client
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1. Record Session Attendance Status
Select the attendance outcome for today's scheduled Physical therapy appointment.
If the client was absent (late cancel or unexcused no-show), remember our clinical compliance protocol: you must open the main client tracking register (1.3 Register) and record the missed appointment code and contact attempt in [File]. This is not optional.
- 🟢 Attended (Full session completed)
- 🟡 Attended Late (Shortened session)
- 🔴 No-Show (Missed — log in File / 1.3 Register)
- ⚪ Late Cancellation (Missed — log in File X / 1.3 Register)
- 🔵 Rescheduled in Advance
2. Document Interventions and Activities Addressed
Select all target assessment and clinical evaluation domains addressed during today's visit for quick observation tracking.
- 📏 Range of Motion (ROM)
- 💪 Manual Muscle Testing (MMT) & Strength
- 🚶 Gait Analysis & Locomotion
- ⚖️ Balance & Postural Stability
- 🔄 Functional Mobility & Transfers
- 🎯 Gross Motor Coordination & Motor Planning
- 🪑 Posture, Ergonomics & Alignment
3. Log Goal Progress and Clinical Observations
Select the observed physical therapy clinical indicators, functional endurance, and goal progress demonstrated during today's visit.
- 🔄 Independence in transfers
- 🩼 Assistive device utilization
- 📉 Pain scale ratings
- ⏱️ Functional endurance
- ✨ Movement quality
- 🎯 PT goal milestone achieved
4. Evaluations / Assessments Notes
Open this link and add your evaluation and assessments notes after the session. [ Link to file/folder ]