Investigation review

Step by step

1. Schedule investigation Clinical Coordinator

   The Clinical Coordinator assigns the case, investigator and planned date.

   • Sets episode ownership and planned date
   • Updates Infection investigations, Cases

2. Document investigation Clinical Coordinator

   The Clinical Coordinator records the arrival and work dates; the Licensed Clinician adds attributed notes and measured observations to the episode.

   • Attributes narrative and measurements while coordinator maintains episode dates
   • Updates Investigation notes, Metric observations, Infection investigations

3. Collect evidence Licensed Clinician

   The clinician records related specimens, their processing states and any treatment dispensation made during the episode.

   • Relates laboratory and medication records to episode
   • Updates Specimens, Treatment dispensations

4. Review investigation Clinical Coordinator

   The Clinical Reviewer reads the notes, observation units and dates, specimen states and treatment details when the investigation is awaiting review. The reviewer decides whether the evidence supports completion; the Clinical Coordinator records Completed after approval.

   • Reviewer examines evidence; coordinator records the resulting episode status
   • Updates Infection investigations, Investigation notes, Metric observations
   ApprovalA person approves before the work moves on.

5. Close follow-up Clinical Coordinator

   The clinician and coordinator keep outstanding case actions visible even after the investigation is Completed.

   • Keeps remaining obligations under the case
   • Updates Follow up actions, Cases

Clinical Coordinator

Schedules and monitors, Licensed Clinician documents, Clinical Reviewer decides on completion, and Clinical Governance Administrator maintains privilege evidence for the people involved.