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- Healthcare HRMS
- Process
- Clinical assignment review
Clinical assignment review
A clinical assignment is useful only when the facility, scope and credential evidence refer to the same clinician and current decision. This process gives Credentialing Specialist a preparation path and Credential Reviewer a clear decision point. HR Manager confirms when the reviewed assignment becomes active.
Step by step
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Submit assignment Credentialing Specialist
Credentialing Specialist records the employee, organization, facility code, privilege scope, license and expiry date. The assignment is Submitted.
- Establish clinician, facility and Submitted status
- Updates Clinical staff assignments, Employees, Organizations
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Check credential evidence Credentialing Specialist
The specialist adds verification observations and evidence documents. Each source reference and observation date should support the same license and facility scope.
- Capture observations and open gaps
- Updates Credential verifications, Evidence documents, Follow up actions
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Review credential evidence Credential Reviewer
Credential Reviewer checks the current revision and records an Approved, Returned or Rejected decision with reason and evidence reference.
- Record decision against revision
- Updates Review decisions, Clinical staff assignments
ApprovalA person approves before the work moves on. -
Assign clinician Credentialing Specialist
After approval, the specialist advances the assignment through Verified to Assigned and checks the employee and facility links.
- Record Verified and Assigned state changes
- Updates Clinical staff assignments, State history
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Confirm active assignment HR Manager
HR Manager checks the reviewed scope and dates before the assignment becomes Active.
- Record Active state and completion
- Updates Clinical staff assignments, State history
Who does what
Roles and permissions- Credentialing Specialist
- Prepares evidence and assignment; Credential Reviewer decides; HR Manager confirms activation; Admin maintains license and organization definitions.
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