Donation screening

The Licensed Clinician records screening notes against the donation being assessed. Each note identifies its author and note type, with text explaining the observation. A signed date and status distinguish a draft from a signed entry. When another colleague opens the donation, they can identify who contributed the evidence and which notes still need attention.

Laboratory observations also point to the donation. Record the test type, measured value, unit and test time, together with the professional who recorded it. Keep the unit with the value when reviewing or reporting results. The Clinical Reviewer uses the evidence under the organization’s clinical procedure; the software record supports that review without replacing the professional decision.

• Write and sign. The Licensed Clinician prepares the screening note, checks the donation reference and signs the completed entry. Use the Amended state when a signed note is corrected under the agreed documentation procedure. Make the explanation understandable to the next reviewer.
• Capture observations. Record each laboratory observation with its test type and measurement unit. Check the donation before saving a result. Results received from a laboratory service need an agreed connection and matching procedure during setup.
• Request a decision. The Clinical Coordinator places the donation in the awaiting-review state when its evidence is ready. The Clinical Reviewer examines the notes and observations, then authorizes completion. The coordinator records completion after that decision and captures the actual end time.

Agree the note types used by the screening team and the point at which a note is ready to sign. Define how corrections are explained, who reviews them and how the team communicates a correction after the donation has been reviewed. Use the same test type and unit wording wherever the same measurement is entered.

Decide how the Clinical Reviewer’s decision reaches the Clinical Coordinator and how the organization retains that decision. Review access and the permitted status changes before the pilot. Donation completion is an administrative outcome of the reviewed visit; handle blood unit processing through its own lifecycle and the team’s clinical procedure.

Take a donation with a draft screening note and a laboratory observation awaiting a unit check. The Licensed Clinician confirms the measurement details and signs the completed note. The coordinator then presents the donation for review. The Clinical Reviewer should be able to identify the author, test time and relevant evidence without asking the preparer to reconstruct the visit.

Repeat the rehearsal with a result attached to the wrong donation. Stop the handoff, correct the attribution through the agreed procedure and ask the reviewer to inspect the corrected case. Keep the donation awaiting review while a question remains unresolved. Ask the Clinical Reviewer to identify the question that still needs an answer before the coordinator records completion.

• Screening Notes to Sign — Work through draft notes with their donation and author visible.
• Donation Review Inbox — Open donations waiting for the Clinical Reviewer’s decision.
• Recorded Laboratory Results — Inspect measured values with their units and recording professional.

Follow donor intake and screening, then inspect the blood unit processing handoff.