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- Mental Health Practice Mgmt
- Process
- Coordinate follow-up
Coordinate follow-up
Give each follow-up action a patient, owner and outcome.
Step by step
-
Create follow-up Licensed Clinician
Licensed Clinician works with care tasks to name the work, patient, assignee and due date.
- Name the work, patient, assignee and due date
- Updates Care tasks
-
Start follow-up Licensed Clinician
Licensed Clinician works with care tasks to record work in progress.
- Record work in progress
- Updates Care tasks
-
Resolve follow-up Licensed Clinician
Licensed Clinician works with care tasks to record completion or escalation.
- Record completion or escalation
- Updates Care tasks
Who does what
Roles and permissions- Each role checks its own decision and makes the next handoff visible to the others.
- See [roles](/mental-health-practice-mgmt/roles) for the access model.
Set up Mental Health Practice Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.