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- Medical Equipment Tracking
- Process
- Equipment service cycle
Equipment service cycle
Trace an asset from intake through maintenance, permitted work and service close. Follow the asset tag through the due task, permit, order and signed work log. The Clinical Coordinator changes the order and task statuses after the responsible people inspect the linked records. A service visit is complete only when its dates and evidence agree.
Step by step
-
Equipment intake Clinical Coordinator
Clinical Coordinator identifies the asset by tag and location, then sets its operating status.
- Clinical Coordinator identifies the asset by tag and location, then sets its operating status.
- Updates Assets
-
Maintenance planning Clinical Coordinator
Clinical Coordinator creates a dated task and assigns a technician.
- Clinical Coordinator creates a dated task and assigns a technician.
- Updates Maintenance tasks, Assets
-
Permit signoff Licensed Clinician
Licensed Clinician checks the document and expiry, then signs the permit for the asset.
- Licensed Clinician checks the document and expiry, then signs the permit for the asset.
- Updates Safety permits, Assets
ApprovalA person approves before the work moves on. -
Work execution Licensed Clinician
Licensed Clinician records the service visit and evidence under its work order.
- Licensed Clinician records the service visit and evidence under its work order.
- Updates Work orders, Work logs, Device calibration, Part usage
-
Service review Clinical Reviewer
Clinical Reviewer examines the service evidence; Admin approves a service history amount when used.
- Clinical Reviewer examines the service evidence; Admin approves a service history amount when used.
- Updates Work orders, Service history, Work logs
ApprovalA person approves before the work moves on. -
Service close Clinical Coordinator
Clinical Coordinator records completion on the work order and task.
- Clinical Coordinator records completion on the work order and task.
- Updates Work orders, Maintenance tasks
Who does what
Roles and permissions- Clinical Coordinator
- Plans the task and closes the order.
- Licensed Clinician
- Signs the permit and work log.
- Clinical Reviewer
- Reads the service evidence.
- Clinical Governance Administrator
- Maintains technician qualifications.
- Admin
- Handles a service history amount if one is recorded.
Set up Medical Equipment Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.