Care-team setup and follow-up

Step by step

1. Verify clinician eligibility Clinical Governance Administrator

   Clinical Governance Administrator checks the privilege type, license number, issuing authority and verification attachment. The administrator approves Verified only after the evidence and effective dates support it. Keep Pending, Suspended and Expired visible when a clinician's eligibility needs attention.

   • Decide professional verification
   • Updates Clinical privileges, People
   ApprovalA person approves before the work moves on.

2. Establish care responsibility Clinical Governance Administrator

   Clinical Governance Administrator identifies the patient and clinician in the care-team assignment, records the access purpose and sets its effective period. Use Active for the agreed assignment and Ended when it finishes. Check the staff identity before handing care work to that person.

   • Record dated patient assignment
   • Updates Care team assignments, Patients, People

3. Coordinate follow-up Clinical Coordinator or Licensed Clinician

   Clinical Coordinator or Licensed Clinician records the care task with a clear description, patient and responsible person. Set the due date and ask the receiving person to review the task. Move Open to in progress when work begins, keeping unresolved tasks visible after the encounter completes.

   • Assign the next care action
   • Updates Care tasks, Patients, People

4. Complete or escalate work Clinical Coordinator or Licensed Clinician

   The responsible Clinical Coordinator or Licensed Clinician records Completed with the completion date when the task is done. Escalated identifies unresolved work needing attention. Cancelled applies when the task is intentionally withdrawn; agree the next action if the patient's follow-up needs have changed.

   • Record completion or unresolved work
   • Updates Care tasks

Clinical Governance Administrator

, Clinical Coordinator, Licensed Clinician, Clinical Reviewer, Admin.