Follow-up action to resolution

Assign, work and close corrective actions raised from published outcomes.

Step by step

Read the published result Analytics Manager

Analytics Manager reviews published cohorts and their results on the Healthcare Analytics Overview page, including the observed readmission-rate trend and KPI health.
- Outcome reviewed
- Updates Outcome cohorts, Metric results
Raise the action Analytics Manager

Analytics Manager creates a follow-up action against the cohort with a title and a due date, and assigns it to one person. It starts at Open.
- Action assigned with due date
- Updates Follow up actions
Work the action Quality Improvement Lead

The assignee, usually a Quality Improvement Lead, moves it Status: Open → in progress and records progress against the cohort.
- Action in progress
- Updates Follow up actions
Close with a resolution Quality Improvement Lead

The assignee moves it Status: In progress → Completed with the completion date and a written resolution. An action that is no longer needed moves to Cancelled with the reason in the resolution.
- Action completed or cancelled
- Updates Follow up actions
Clear the overdue queue Analytics Manager

Analytics Manager reviews actions at or past their due date in the overdue queue and reassigns or escalates them.
- Late work reassigned
- Updates Follow up actions, People

And how to keep it from happening.

An action is completed with no resolution, so nobody can tell what changed.
Actions are assigned to a shared People record set up for a whole team, and nobody owns them.
The due date is left blank and the action never reaches the overdue queue.
An action is cancelled without a reason after the outcome worsens again.

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