Clinic Workflow — Master Flowchart

This workflow illustrates the end-to-end patient journey through The Sandusky Dyslipidemia Model clinic, from referral receipt to ongoing management. For detailed documentation of each step, see the corresponding clinical documents linked below.


Master Clinic Workflow

flowchart TD
    classDef entry fill:#2d6a4f,stroke:#1b4332,color:#ffffff
    classDef assess fill:#264653,stroke:#1d3557,color:#ffffff
    classDef caution fill:#e76f51,stroke:#c1440e,color:#ffffff
    classDef urgent fill:#d62828,stroke:#9d0208,color:#ffffff
    classDef admin fill:#6c757d,stroke:#495057,color:#ffffff
    classDef outcome fill:#2196F3,stroke:#1565C0,color:#ffffff

    A[Referral Received]:::entry --> B{Eligibility\nScreen}
    B -->|Meets criteria| C[Schedule New\nPatient Visit]:::admin
    B -->|Does not meet\ncriteria| D[Return to Referring\nProvider with Explanation]:::admin

    C --> E{Priority\nAssessment}
    E -->|Urgent:\nLDL ≥190, post-ACS,\nTG ≥500| F[Schedule within\n2 weeks]:::urgent
    E -->|Standard| G[Schedule within\n4–6 weeks]:::admin

    F --> H[Pre-Visit:\nPatient Instructions]:::admin
    G --> H

    H --> I[Nursing Intake\n10 min]:::admin
    I --> J[Provider Encounter\n25 min]:::assess

    J --> K[History &\nPhysical Exam]:::assess
    K --> L[Review Available\nLabs & Records]:::assess
    L --> M[Document Risk\nFactors & Enhancers]:::assess

    M --> N{PREVENT Risk\nCalculation}:::assess
    N --> O{Risk Category\nAssignment}

    O -->|Low risk\nCAC=0 + ApoB neg| P[Consider\nDe-risking]:::entry
    O -->|Borderline/\nIntermediate| Q[Evaluate Risk\nEnhancers]:::caution
    O -->|High/Very High\nor ASCVD| R[Aggressive\nTreatment]:::urgent

    P --> S[Lifestyle\nCounseling]:::assess
    Q --> T{Advanced Testing\nIndicated?}
    R --> U[Initiate/Optimize\nPharmacotherapy]:::outcome

    T -->|Yes| V[Order Advanced\nTools]:::outcome
    T -->|No| U
    V --> W[ApoB / NMR /\nLp*a* / CAC]:::assess
    W --> X[Reassess Risk\nCategory]:::assess
    X --> U

    U --> Y[Treatment Plan\nDocumented]:::outcome
    S --> Y

    Y --> Z[Order Labs for\nNext Visit]:::admin
    Z --> AA[Schedule\nFollow-Up]:::admin

    AA --> AB{Follow-Up\nType}
    AB -->|New med or\ndose change| AC[4–8 weeks]:::admin
    AB -->|Titrating,\nnot stable| AD[3–6 months]:::admin
    AB -->|At goal,\nstable| AE[Annually]:::admin

    AC --> AF[Follow-Up Visit\n20 min]:::assess
    AD --> AF
    AE --> AF

    AF --> AG{At Treatment\nGoal?}
    AG -->|Yes| AH[Continue Current\nTherapy]:::entry
    AG -->|No| AI[Escalate per\nTreatment Pathway]:::caution

    AH --> AA
    AI --> U

Workflow Cross-References

Workflow Step Detailed Documentation
Eligibility Screen 02 — Patient Eligibility
History & Physical Exam 03 — Initial Assessment, Sections 2.0–4.0
PREVENT Risk Calculation 04 — Risk Stratification
Risk Category Assignment 04 — Risk Stratification
Advanced Tools 06 — Advanced Tools
Treatment Plan 05 — Treatment Pathways
Follow-Up Protocol 12 — Follow-Up Protocol

Special Pathways

The following specialty pathways branch from the master workflow at specific decision points:

Pathway Entry Point Flowchart
Familial Hypercholesterolemia LDL-C ≥ 190, tendon xanthomas, or family history of FH FH Pathway Flow
Statin Intolerance Reported statin intolerance during history or treatment Statin Intolerance Flow
Treatment Escalation Not at goal after initial or adjusted therapy Treatment Escalation Flow
Risk Stratification Detail PREVENT calculation and advanced testing decisions Risk Stratification Flow
Advanced Tools Decision Which advanced test to order and when Advanced Tools Decision Flow

Version History

Version Date Description
1.0.0 2026-03-30 Initial release

© 2026 The Sandusky Dyslipidemia Model. For clinical decision support only. Not a substitute for clinical judgment.