Case and consent

Step by step

1. Identify case Clinical Coordinator

   The Clinical Coordinator enters the patient number, name and contact details, then checks that the case points to the intended person.

   • Establishes case identity and assigned investigator
   • Updates Cases

2. Confirm consent Clinical Coordinator

   The coordinator records the purpose and version on a consent, with its document and signature date when signed. The case consent position is reviewed alongside the purpose-specific record.

   • Records purpose, version, document and consent state
   • Updates Consents, Cases

3. Assign investigation team Clinical Governance Administrator

   The Clinical Governance Administrator records an investigator's access purpose and effective period on the case. The coordinator names the assigned investigator for operational ownership.

   • Records access purpose and effective period
   • Updates Investigation team assignments, People

4. Schedule investigation Clinical Coordinator

   The coordinator creates an investigation under the case, names the investigator and sets the planned date.

   • Opens the episode under the correct case
   • Updates Infection investigations, Cases

Clinical Coordinator

Owns case intake and scheduling; Clinical Governance Administrator owns team assignment; Licensed Clinician receives the investigation; Clinical Reviewer inspects the resulting context.