Use case · 13

Fertility clinics, with the multi-clinician sign-off and consent set the work actually needs.

IVF, IUI and donor-cycle pathways with cycle-phase tracking, dozens of versioned consents, multi-clinician sign-off and document retention designed against HFEA inspection expectations.

Pathway captured. Consents versioned. Sign-offs recorded. HFEA-style audit.

Fertility is the most document-heavy specialty PracticeWise supports. A single cycle generates dozens of consent forms, multiple clinician sign-offs and months of cycle-phase records. PracticeWise carries all of it on one patient record with audit-grade history.

01 · End-to-end workflow

From first contact to follow-up.

Status, owner and next action visible at every step — to the patient, the admin and the clinician.

01

Initial consult

Structured intake captures medical history, fertility history, partner details, prior treatment. Diagnostics ordered against the patient record with imaging and bloods linked.

02

Treatment-pathway selection

Pathway selected (IVF, IUI, ICSI, donor egg, donor sperm, surrogacy support). Pathway-specific consent set queued for the patient to complete with the embryologist's guidance.

03

Cycle-phase tracking

Each cycle phase (down-regulation, stimulation, retrieval, fertilisation, transfer) captures dates, doses, response and clinician notes against the patient record.

04

Embryology sign-off

Embryologist sign-off captured at fertilisation, embryo grading and transfer decisions. Multi-clinician audit trail per cycle.

05

Outcome & follow-up

Outcome recorded (positive pregnancy test, ongoing scan, miscarriage, no pregnancy) with onward-care decision and timestamped clinician sign-off.

02 · Regulatory considerations

The clauses your inspector reads first.

Specific to fertility clinics — configured into the workflow above, not pinned as an afterthought.

Consent-set versioning

Each pathway carries its full consent set (HFEA-aligned forms — WT, MT, WP, MP, CD and the rest), separately versioned. Patients sign the ones relevant to their pathway and partner status.

Multi-clinician audit

Cycle decisions can require multiple clinician sign-offs (e.g. embryologist + clinician at transfer). Every sign-off captured separately in the audit log with role and reference.

Document retention designed for HFEA expectations

Consents, decision notes and cycle records retained for the period HFEA inspections look for — designed against HFEA expectations, not certified by them.

Partner-record separation

Where both partners are patients, records are linked but role-scoped: each patient sees only their own data unless they have explicitly consented to the partner's view.

Operator quote

HFEA inspection used to be a four-month preparation. Now the audit is the day-to-day record — we hand it over as-is.

Quality lead, fertility clinic7 clinicians, 3 embryologists, 600 cycles / year
03 · Modules that matter most

The PracticeWise surfaces this workflow uses.

Pulled from the twelve workflow modules. Each one composes into the same audit trail.

Consent capture

HFEA-style consent set, versioned and pathway-scoped.

Medical questionnaire engine

Pathway-specific intake; partner intake linked where applicable.

Clinician review queue

Multi-clinician sign-off queue (embryologist, clinician) per cycle phase.

Secure uploads

Diagnostics, imaging, prior records, partner records — scoped per cycle.

Patient portal

Cycle calendar, consent status, document outbox, next-step prompts.

Audit logs

Append-only per-cycle log, exportable for HFEA inspection or clinical review.

Configured for fertility clinics

See the workflow on your data.

We'll walk through your current intake, review and prescribing process — and show you the equivalent in PracticeWise, configured for fertility clinics.