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- Clinic Management
- Process
- Follow-up coordination
Follow-up coordination
Turn a patient follow-up decision into assigned work.
Step by step
-
Describe the work Care Coordinator
Care Coordinator records a patient task with a clear action and due time.
- Identify patient and due action
- Updates Care tasks, Patients
-
Assign an owner Care Coordinator
Care Coordinator selects the person responsible for the task and leaves it Open.
- Record accountable person
- Updates Care tasks, People
-
Work the task Clinician
Clinician reviews assigned work, moves it to in progress and records the patient contact or action in the task description as needed.
- Show in progress work
- Updates Care tasks
-
Resolve the task Clinician
Clinician marks it Completed with a completion time, or Escalated when a lead must decide what happens next.
- Record Completed or Escalated state
- Updates Care tasks
-
Review exceptions Clinical Lead
Clinical Lead looks at escalated and overdue work and directs the next clinical action.
- Decide next action for unresolved work
- Updates Care tasks
Who does what
Roles and permissions- Care Coordinator
- Records and assigns work.
- Clinician
- Carries it out.
- Clinical Lead
- Reviews exceptions.
- Admin
- Maintains the identity links that let staff find their work.
Set up Clinic Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.