Care follow-up

A care task holds the patient, assigned person, action, due date, completion date and state. Open, in progress, completed, escalated and cancelled are separate outcomes. The assigned clinician sees what requires attention and the reviewer can inspect the patient context.

• Patient and assignee. The Licensed Clinician selects the patient and the person who will do the follow-up; a task has no encounter reference.
• Due work. Open, in progress and Escalated remain visible until someone records a completion or cancellation.
• Completion evidence. The completion date belongs to the task, while the specimen keeps its own processing state.

A rejected specimen may lead to a patient follow-up task. The clinician records the next action and due date. If it cannot be completed on time, escalated keeps it visible. Completing the task does not alter the rejected specimen; a recollection needs its own specimen record.

Decide who assigns follow-up after a rejected specimen and how the task text identifies the needed action. The task links to a patient, so staff must use the patient record to locate the relevant visit and accession. Agree who changes an open task to in progress and who records the completion date. An escalation should still name an assignee and a due date.

The Licensed Clinician can manage care tasks. The Clinical Reviewer can read them but cannot close them. Check that the selected assignee is a named person in People. If the patient has more than one visit, put enough context in the task text for the assignee to find the right specimen without treating the task as a direct encounter link.

Use a rejected specimen from a patient’s later visit. The clinician writes a task to arrange the next collection, selects the patient and assignee, and sets a due date. Ask the assignee to open the patient record, find the later encounter and compare the accession before acting. Then mark the task in progress and check that its owner remains clear.

Rehearse completion and escalation as separate outcomes. Enter a completion date only for work actually finished. If a replacement specimen is collected, give it its own accession and encounter link; changing the task state must leave the rejected specimen intact. Have the reviewer read the task and specimen together and explain which person owns the next action.

• Care Tasks by Assignee — Patient follow-up assigned to a person.
• Encounter Intake — Visit context for the patient task.

Read encounter and specimen handling for the intake handoff and review and closeout for the final visit decision.