Licensed Clinician records field evidence where the work occurred. Start from the intended service stop so sample processing and medical dispensations remain attributable when Clinical Reviewer examines the run later.
Licensed Clinician checks the load stop and assigned crew before recording evidence. A return visit has its own stop even when it belongs to the same load. Use that distinction throughout the sample and dispensation handoff.
Licensed Clinician identifies the sample type while it is Ordered. Record the collection date when the sample becomes Collected. Preserve the accession number used to match the sample with the receiving process.
Licensed Clinician records Received and Tested from the corresponding source confirmation. Use Rejected when the sample is rejected. Laboratory results come from the laboratory's system through the agreed handoff or a connection configured during setup.
Licensed Clinician records the medication and lot with the quantity and unit after the authorized event. Select the authorizing team member and the correct stop. The clinical team establishes the treatment decision under its own professional procedures.
Clinical Reviewer reads the sample and dispensation records with the run documentation. Licensed Clinician resolves identity or transcription questions and creates assigned dispatch follow-up when the load needs further attention.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.