Clinical Coordinator starts with a load that the crew can identify and carries that identity into each stop. The documentation handoff keeps the physical service event and its later review understandable to the next person.
Clinical Coordinator records the transport number, subject, contact phone and accountable owner. Check for an existing load before entering a repeat request. The authorization state starts Pending while the relevant evidence is gathered.
Clinical Coordinator or Licensed Clinician checks the purpose and version of the authorization, retaining its document and signing dates. Clinical Coordinator reviews the load's authorization state against that evidence before arranging the service episode.
Clinical Coordinator selects the load and assigned crew, enters the planned window and records the actual arrival. Scheduled work moves to Arrived, then in progress as service begins. Record departure from the observed event.
Licensed Clinician records the note author and text, then signs the completed account. Record measured observations with their units and observed dates. Clinical Coordinator marks the stop awaiting review while the evidence is examined.
Clinical Reviewer reads the clinical evidence and communicates questions to the responsible team. Licensed Clinician resolves documentation corrections; Clinical Coordinator updates the stop to Completed when the review is resolved. Keep any remaining dispatch task assigned until its own work is finished.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.