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  1. Eye Care / Optometry
  2. Process
  3. Follow-up coordination
Process · Follow-up coordination

Follow-up coordination

A care task records the work, patient, responsible person, due date and status. The coordinator uses that record when the visit or specimen handling creates a later action. The task can progress from open into work, completion, escalation or cancellation. Its patient link keeps follow-up in the same identity context as the visit.

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Step by step

  1. Review encounter Clinical Reviewer

    Clinical Reviewer identifies any action required after examining the care evidence.

    • Identifies remaining patient work
    • Updates Encounters, Clinical notes
    ApprovalA person approves before the work moves on.

  2. Coordinate follow-up Clinical Coordinator

    Clinical Coordinator creates the patient task, sets its owner and due date, and agrees what completion means.

    • Assigns action and due date
    • Updates Care tasks, Patients, People

  3. Run encounter Clinical Coordinator

    If another visit is required, Clinical Coordinator schedules a new encounter for that patient rather than changing the completed visit.

    • Creates a distinct return visit
    • Updates Encounters

  4. Record care Licensed Clinician

    Licensed Clinician records new care under the new encounter when the patient returns.

    • Records care delivered on return
    • Updates Clinical notes, Observations

Where it usually breaks

And how to keep it from happening.

  • A task without an assigned person has no practical owner. Choose the responsible staff member before leaving it open.
  • A due date should reflect the clinic's care plan, especially for a rejected specimen or an unresolved patient contact.
  • Escalated work should stay visible until someone resolves it. Do not change it to completed to clear a list.
  • A return visit needs a new encounter so the original care event and its review remain understandable.

Who does what

Roles and permissions
Clinical Coordinator
Assigns and follows tasks.
Licensed Clinician
Performs clinical actions.
Clinical Reviewer
Identifies gaps in review.
Admin
Can resolve access problems.

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