Care access and credentials

Step by step

1. Prepare the professional record Clinical Governance Administrator

   The Clinical Governance Administrator checks the team member and associated user before entering a credential. Record its type, license number, issuing authority and effective period. Attach the evidence that the governance review will use.

   • Attribute credential evidence to the professional
   • Updates Team members, Professional credentials

2. Verify the credential Clinical Governance Administrator

   The Clinical Governance Administrator reviews the supporting evidence and approves the change from Pending to Verified when the verification is complete. Review Suspended or Expired credentials before assigning further work under the organization's procedure.

   • Decide whether Pending becomes Verified
   • Updates Professional credentials
   ApprovalA person approves before the work moves on.

3. Record the care assignment Clinical Governance Administrator

   The Clinical Governance Administrator connects the donor with the screener, records the access purpose and sets the effective period. Keep the assignment Active for its intended responsibility and mark it Ended when that responsibility finishes.

   • Define the responsible screener and effective period
   • Updates Donor care assignments, Donors, Team members

4. Confirm the donor's consent Licensed Clinician or Clinical Coordinator

   The Licensed Clinician or Clinical Coordinator records the consent purpose, version and document. Mark the consent Signed when the donor signs and record its dates. Reflect a later withdrawal or expiry in the relevant record and review the upcoming visit with the coordinator.

   • Retain purpose-specific consent evidence
   • Updates Donor consents, Donors

Clinical Governance Administrator

, Licensed Clinician, Clinical Coordinator