Creating a well visit

This page explains how to start and complete a well visit in CareFlow Kids.

A well visit is a preventive pediatric consultation focused on growth, development, nutrition, physical examination, and anticipatory guidance.

Unlike a sick visit, the goal is not to evaluate an acute illness, but to assess the child's overall health and developmental progress at an expected age milestone.

Before opening the visit

Select the patient bundle in the sidebar.
Open the Growth Table from the dashboard Measures section.
Enter the most recent growth measurements (weight, height/length, head circumference when available).

Recording growth measurements first is important because the well visit will immediately display:

growth chart positioning
growth trend analysis
weight gain interpretation when relevant

Entering the measurements before opening the visit ensures that the growth evaluation shown during the visit is accurate.

Starting a well visit

Select the patient bundle in the sidebar (if not already selected).
Create or open the relevant well visit.
Choose the age‑specific visit type (for example: newborn visit, 1‑month visit, 2‑month visit, etc.).
The structured well visit form opens.
Review the growth information automatically retrieved from the Growth Table.

Well visits are organized around expected pediatric follow‑up ages. Each visit type focuses on the clinical questions most relevant for that stage of development.

For example:

early visits focus on feeding, weight gain, and early adaptation
infant visits emphasize motor and social developmental milestones
later visits focus more on long‑term growth and developmental progression

This age‑structured design helps guide the clinician through the preventive evaluation appropriate for each stage.

Main sections of the well visit form

The well visit form is organized around preventive pediatric follow-up.

Growth

The visit displays the patient's available growth data and associated growth analysis.

This may include:

weight trend
height / length trend
head circumference trend
z-scores and percentiles
weight gain analysis (especially in young infants)

Developmental milestones

The clinician reviews milestone items appropriate for the patient's age.

This allows the visit to document:

milestones achieved
milestones of concern
areas requiring follow-up

Feeding and nutrition

The visit records nutritional information such as:

breast or formula feeding
solids / complementary feeding
appetite or feeding issues

Sleep

The visit records relevant information about:

sleep duration
sleep quality
sleep-related concerns

Physical examination

The physical examination records structured preventive findings.

Conclusions and guidance

The clinician can summarize:

the overall preventive assessment
recommendations
anticipatory guidance for the family

AI support (optional)

Well visits can also use the AI assistant when configured in the Physician Profile.

The AI receives the structured information recorded during the visit, including:

growth data
developmental milestones
feeding information
physical examination findings

A dedicated well‑visit prompt can be configured in the Physician Profile to guide how the AI analyzes this preventive data.

As with sick visits, AI responses are informational support only and clinical decisions remain under the responsibility of the physician.

Problem listing and visit summary

At the end of the visit, CareFlow Kids can generate a problem listing based on the structured information recorded during the consultation.

The problem listing may include:

parental concerns
abnormal growth findings
developmental concerns
sleep or feeding issues
screening results (for example M‑CHAT)

This generated list helps summarize the most clinically relevant points of the visit.

After the visit is saved, the resulting summary can be reviewed from the visit list:

Open the patient's visit list.
Click the Details button next to the visit.

This opens the visit summary, where the problem listing and structured visit information are displayed.

Addendum (post‑visit notes)

Well visits also include an Addendum section.

The addendum allows the clinician to add additional information after the visit has been completed, for example:

follow‑up information received later
clarification after reviewing test results
additional parental observations

Addendum entries remain linked to the original visit and become part of the longitudinal medical record.

This allows clinicians to update the visit documentation without modifying the original consultation data.

Well visit lifecycle

The typical lifecycle of a well visit in CareFlow Kids can be summarized as follows:

flowchart LR
    A[Select patient bundle] --> B[Enter growth data in Growth Table]
    B --> C[Create well visit]
    C --> D[Complete structured visit form]
    D --> E[Generate problem listing]
    E --> F[Save visit]
    F --> G[Review visit summary]
    G --> H[Generate report if needed]
    H --> I[Export updated .pemr bundle]

This diagram reflects the normal preventive consultation workflow:

growth data entered first
visit completed using structured sections
problem listing generated automatically
visit saved and reviewed in the visit summary
report generated when required
updated .pemr bundle exported to keep the portable record current

Saving the well visit

After completing the form:

Click Save.
Review the generated content if needed.
Generate a report when required.

The visit then becomes part of the patient's longitudinal preventive record.

Reports and export

A well visit report can be generated on demand from the visit data.

After the visit is complete, clinicians should export the updated .pemr bundle so that the portable patient record remains current.