Carry patient follow-up through ownership, progress and an explicit outcome.
Clinical Coordinator records a task against the patient, using wording the assignee can act on. Identify the staff member responsible and agree the due date. The task begins Open while the receiving person prepares to carry it out.
Licensed Clinician or Clinical Coordinator reviews their assigned work and moves the task to in progress when work starts. Confirm the patient identity and any relevant encounter evidence before proceeding. An unclear instruction should be clarified with the coordinator before it becomes a completed task.
The assigned Licensed Clinician or Clinical Coordinator uses Escalated when further attention is required. Clinical Coordinator reviews the outstanding action and agrees responsibility for continuing it. Keep the task visible during the handoff rather than marking it complete because another person was contacted.
The assigned Licensed Clinician or Clinical Coordinator records Completed and the actual completion date when the action is finished. Use Cancelled for work withdrawn from the plan. Review those outcomes separately when checking the patient's remaining tasks.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.