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  1. Blood Bank Management
  2. Process
  3. Donor intake and screening
Process · Donor intake and screening

Donor intake and screening

Prepare the donor visit and bring attributed screening evidence to review.

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Step by step

  1. Identify the donor Clinical Coordinator

    The Clinical Coordinator checks the donor number, name and birth date before selecting the donor for an appointment. Correct contact details on the intended identity and confirm the assigned screener. Review consent under the agreed intake procedure.

    • Check identity and applicable consent
    • Updates Donors, Donor consents

  2. Prepare the visit Clinical Coordinator

    The Clinical Coordinator records the scheduled time, donation type and screener. Move the visit from Scheduled to Arrived when the donor attends, then into progress when work begins. Record the actual start time separately from the planned time.

    • Schedule the donation and record arrival and start
    • Updates Donations, Team members

  3. Record screening evidence Licensed Clinician

    The Licensed Clinician writes the screening note against the donation and signs the completed entry. Record laboratory observations with the test type, measured value, unit and recording professional. Check that the donation reference is correct before handing the case over.

    • Sign notes and attribute observations
    • Updates Screening notes, Laboratory tests, Donations

  4. Review the donation Clinical Reviewer and Clinical Coordinator

    The Clinical Reviewer examines the evidence and authorizes completion. The Clinical Coordinator presents the donation as awaiting review, then records Completed and the actual end time after the decision. Keep an unresolved case awaiting review while the clinician addresses the question.

    • Review evidence; record the donation status and end time after authorization
    • Updates Donations, Screening notes, Laboratory tests
    ApprovalA person approves before the work moves on.

Where it usually breaks

And how to keep it from happening.

  • Similar identities. A matching name can point the coordinator to the wrong donor. Confirm the donor number and birth date before preparing the visit.
  • Incomplete observations. A laboratory value without an understood unit creates a question for the reviewer. Resolve it before requesting the decision.
  • Unclear decision handoff. Agree how the reviewer communicates authorization and how the coordinator retains it before marking the donation Completed.

Who does what

Roles and permissions
Clinical Coordinator
, Licensed Clinician, Clinical Reviewer

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