Follow-up resolution

Step by step

1. Plan follow-up Clinical Coordinator

   The Clinical Coordinator creates an action under the case, writes a clear title, sets a due date and chooses the assignee.

   • Creates case obligation, owner and due date
   • Updates Follow up actions, Cases

2. Start assigned work Licensed Clinician

   A Licensed Clinician with follow-up edit access moves the action from Open to in progress while working it.

   • Makes progress visible to the case team
   • Updates Follow up actions, People

3. Record outcome Licensed Clinician

   The assignee enters a completion date when the action is Completed, or uses Escalated when unresolved work needs attention.

   • Records completion or escalation state
   • Updates Follow up actions

4. Close follow-up Clinical Coordinator

   The coordinator checks the case's remaining open and escalated actions and confirms ownership of the next step.

   • Reviews remaining obligations on the case
   • Updates Follow up actions, Cases

Clinical Coordinator

Assigns and checks actions, Licensed Clinician completes assigned work, and Clinical Reviewer can read the evidence during case review.