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- Medical Equipment Tracking
- Process
- Permit and qualification check
Permit and qualification check
Check the asset permit, technician assignment and credential dates before service. A scheduled visit needs the right asset, person and date. Compare the technician assignment and certification with the planned service day. Then inspect the permit for that asset, including its document, version and expiry. The Licensed Clinician makes the signing decision.
Step by step
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Locate equipment Clinical Coordinator
Clinical Coordinator identifies the Active asset and intended service work.
- Clinical Coordinator identifies the Active asset and intended service work.
- Updates Assets, Work orders
-
Check assignment Clinical Governance Administrator
Clinical Governance Administrator checks the technician and effective assignment period.
- Clinical Governance Administrator checks the technician and effective assignment period.
- Updates Technician assignments, People
-
Check certification Clinical Governance Administrator
Clinical Governance Administrator reviews verification evidence, status and effective dates.
- Clinical Governance Administrator reviews verification evidence, status and effective dates.
- Updates Technician certifications, People
-
Inspect permit Licensed Clinician
Licensed Clinician reviews the permit document, version, asset and expiry date.
- Licensed Clinician reviews the permit document, version, asset and expiry date.
- Updates Safety permits, Assets
-
Sign permit Licensed Clinician
Licensed Clinician signs the permit for this equipment.
- Licensed Clinician signs the permit for this equipment.
- Updates Safety permits
ApprovalA person approves before the work moves on. -
Begin work Clinical Coordinator
Clinical Coordinator tracks arrival and active service on the work order.
- Clinical Coordinator tracks arrival and active service on the work order.
- Updates Work orders
Who does what
Roles and permissions- Clinical Coordinator
- Identifies the asset and order.
- Clinical Governance Administrator
- Maintains the assignment and certification.
- Licensed Clinician
- Reviews and signs the permit.
- Clinical Reviewer
- Can inspect the resulting evidence.
Set up Medical Equipment Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.