Assessment to decision

Step by step

1. Schedule assessment Clinical Coordinator

   Clinical Coordinator works in Assessments. Create the period, subject, organization and owner. The next person checks the linked record before changing its state.

   • Create the period, subject, organization and owner.
   • Updates Assessments

2. Work assessment Clinical Coordinator

   Clinical Coordinator works in Assessments. Move from Scheduled through Arrived to in progress. Keep the owner and supporting record visible to the next person.

   • Move from Scheduled through Arrived to in progress.
   • Updates Assessments

3. Record test results Licensed Clinician

   Licensed Clinician works in assessment tests. Enter metric, value, unit, test date and parent. The next person checks the linked record before changing its state.

   • Enter metric, value, unit, test date and parent.
   • Updates Assessment tests

4. Prepare review Clinical Coordinator

   Clinical Coordinator works in Assessments. Move in progress to awaiting review after checking evidence. Keep the owner and supporting record visible to the next person.

   • Move in progress to awaiting review after checking evidence.
   • Updates Assessments

5. Sign decision Admin

   Admin works in review decisions. Record reviewer, reason and date, then sign the decision. The next person checks the linked record before changing its state.

   • Record reviewer, reason and date, then sign the decision.
   • Updates Review decisions

6. Complete follow-up Clinical Coordinator

   Clinical Coordinator works in Assessments. Complete or cancel the assessed period after review. Keep the owner and supporting record visible to the next person.

   • Complete or cancel the assessed period after review.
   • Updates Assessments

Clinical Coordinator

, Licensed Clinician, Clinical Reviewer, Admin.