Prepare the donor record, schedule the visit and hand the collection to review.
The Clinical Coordinator finds the donor by code and identifying details, checks the screening authority and reviews the current consent position. Resolve an uncertain identity before scheduling the collection against that record.
The Clinical Coordinator or Licensed Clinician records the document purpose, version and file, then its signed state and date after the customer's consent procedure. The Clinical Coordinator updates the donor's current consent position. A later withdrawal needs attention even when an earlier signed document remains available.
The Clinical Coordinator selects the donor and owner, records the scheduled date and visit type, and keeps the donation Scheduled until arrival. A visit that will not proceed is recorded as Cancelled.
Following the responsible clinician's assessment, the Clinical Coordinator records Arrived, then In progress, with the actual start and end. The Licensed Clinician records the associated unit as Collected against the donation.
The Clinical Coordinator places the donation in Awaiting review when its evidence is ready. The Clinical Reviewer receives the case through the review process.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.