Follow-up and governance

Step by step

1. Verify clinician Clinical Governance Administrator

   The Clinical Governance Administrator checks privilege type, license details, evidence and effective dates before setting the record to Verified.

   • Maintain privilege evidence and dates
   • Updates Clinical privileges, People

2. Assign care team Clinical Governance Administrator

   The administrator links clinician and patient for a stated purpose and effective interval, using Active while the assignment applies.

   • State purpose and period of patient access
   • Updates Care team assignments, Patients, People

3. Assign follow-up Licensed Clinician

   The Licensed Clinician records the patient task, assigned person and due date after the visit.

   • Give the next action a named owner
   • Updates Care tasks, Patients, People

4. Work and escalate Licensed Clinician

   The assignee moves the task from Open to in progress, or to Escalated when another decision is needed.

   • Show ongoing or escalated work
   • Updates Care tasks

5. Complete follow-up Clinical Governance Administrator

   Completion records the finished state and date; an ended care-team assignment is marked Ended separately.

   • Record task completion and assignment end separately
   • Updates Care tasks, Care team assignments

Clinical Governance Administrator

Maintains privilege and assignment records; Licensed Clinician owns follow-up entry; Clinical Reviewer inspects the context.