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- Medical Equipment Tracking
- Process
- Service cost review
Service cost review
Compare service history and recorded cost confirmation against the underlying work. Service history belongs to the completed work order; a received cost belongs to the asset. Follow the order back to that asset before comparing amounts. Admin makes the manual approval and confirmation decisions in this operating plan, using the underlying references and dates.
Step by step
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Identify service Clinical Coordinator
Clinical Coordinator finds the completed work order for the asset.
- Clinical Coordinator finds the completed work order for the asset.
- Updates Work orders, Assets
-
Describe service Clinical Coordinator
Clinical Coordinator records the service description and amount.
- Clinical Coordinator records the service description and amount.
- Updates Service history, Work orders
-
Review amount Admin
Admin approves the service history after comparing it with the work order.
- Admin approves the service history after comparing it with the work order.
- Updates Service history, Work orders
ApprovalA person approves before the work moves on. -
Track billing state Admin
Admin follows Approved, Invoiced or Voided service history.
- Admin follows Approved, Invoiced or Voided service history.
- Updates Service history
-
Record receipt Admin
Admin enters the received amount, date and reference for the asset.
- Admin enters the received amount, date and reference for the asset.
- Updates Service costs, Assets
-
Confirm cost Admin
Admin confirms the cost entry after reviewing the source reference.
- Admin confirms the cost entry after reviewing the source reference.
- Updates Service costs
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Clinical Coordinator
- Enters service history under the order and can read the cost entry.
- Admin
- Reviews the history amount, records the asset cost and confirms its status.
- Use the roles page to rehearse access for each action.
Set up Medical Equipment Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.