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- Health Screening Camp Mgmt
- Process
- Follow-up and charges
Follow-up and charges
Assign post-screening work and review the related service charge.
Step by step
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Assign follow-up Screening Camp Coordinator
Screening Camp Coordinator creates a task for the participant, names the responsible staff member and sets a due date.
- Gives the action an owner and deadline
- Updates Follow up actions, Participants, People
-
Work the action Screening Staff
Screening Staff move Open to in progress, then record completion or escalation as appropriate.
- Shows progress, escalation or completion
- Updates Follow up actions
-
Review service charge Screening Camp Coordinator
The coordinator records the camp, service description and amount, then changes Draft to Approved after checking the entry.
- Records the approved service amount against the camp
- Updates Charges, Screening camps
ApprovalA person approves before the work moves on. -
Record payment Admin
A participant payment records amount, received date and reference; Confirmed distinguishes it from Pending.
- Records a participant receipt for reconciliation
- Updates Payments, Participants
Who does what
Roles and permissions- Screening Camp Coordinator
- , Screening Staff and Admin.
Set up Health Screening Camp Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.