Follow-up coordination

Step by step

1. Identify next action Licensed Clinician or Clinical Coordinator

   Licensed Clinician or Clinical Coordinator reads the encounter and records a clear task title for the household.

   • Explain the household task
   • Updates Household visits, Clinical notes, Follow up actions

2. Assign worker Clinical Coordinator

   Clinical Coordinator chooses the person responsible and a due date, leaving the task Open.

   • Set owner and due date
   • Updates Follow up actions, People

3. Start work Licensed Clinician or Clinical Coordinator

   Licensed Clinician or Clinical Coordinator takes up the task and records in progress so the coordinator can distinguish it from untouched work.

   • Record active progress
   • Updates Follow up actions

4. Escalate exception Licensed Clinician or Clinical Coordinator

   Licensed Clinician or Clinical Coordinator records Escalated when the action needs attention beyond normal follow-up.

   • Surface attention-needed work
   • Updates Follow up actions

5. Complete action Licensed Clinician or Clinical Coordinator

   Licensed Clinician or Clinical Coordinator records Completed and its completion date after the requested work has been done.

   • Retain completion date and state
   • Updates Follow up actions

6. Review outstanding work Clinical Coordinator

   Clinical Coordinator checks open and escalated actions before closing the operating cycle or planning another visit.

   • Check remaining household commitments
   • Updates Follow up actions, Households

Licensed Clinician

, Clinical Coordinator, Clinical Reviewer and Admin.