Care follow-up

Step by step

1. Identify the action Licensed Clinician

   Licensed Clinician records a clear task for the patient while reviewing the encounter outcome. The task should describe what the next person will do.

   • Create a patient-linked follow-up item
   • Updates Care tasks, Patients

2. Assign the owner Licensed Clinician

   The clinician selects the person responsible and records the due date. The assignee can locate the item in a personal work list.

   • Give the task a person and due date
   • Updates Care tasks, People

3. Check access Clinical Governance Administrator

   Clinical Governance Administrator maintains the care-team assignment with an access purpose and effective dates for a clinician who needs the patient record.

   • Keep dated patient access with its purpose
   • Updates Care team assignments, People, Patients

4. Work the task Licensed Clinician

   The assignee moves the task from Open to in progress while the work is underway.

   • Show work in progress
   • Updates Care tasks

5. Complete or escalate Licensed Clinician

   The clinician records Completed with completion date when done, or Escalated when another decision is needed. Cancelled identifies work that is no longer required.

   • Record the outcome and completion date where applicable
   • Updates Care tasks

Licensed Clinician

Manages the task; Clinical Coordinator reviews open follow-up; Clinical Governance Administrator maintains care-team assignments.