Follow-up coordination

Assign and complete patient care tasks.

Step by step

Register patient Clinical Coordinator

Use the existing patient record so new work is not detached from prior visits.
- Confirm the patient identity.
- Updates Patients
Coordinate follow-up Licensed Clinician

Write a concrete task with a due date, patient and assignee. Open tasks remain visible to the coordinator.
- Assign follow-up work.
- Updates Care tasks, Patients, People
Coordinate follow-up Licensed Clinician

The assignee moves work into progress and completes it when done. Escalated tasks stay on the open-work list for attention.
- Assign follow-up work.
- Updates Care tasks, Patients, People

And how to keep it from happening.

A task is assigned without a due date or clear action. The assignee cannot tell when or how to finish it.
The task points to the wrong patient. Correct that link before the assignee contacts anyone.
An escalated task disappears from daily review. The coordinator keeps it visible until someone resolves the escalation.

Start free, then use Proto to change fields, steps and approvals before your team goes live.