Follow-up work

Step by step

1. Name the action Licensed Clinician

   Clinical Coordinator or Licensed Clinician describes a concrete patient follow-up task.

   • Describe patient work
   • Updates Care tasks, Patients

2. Assign ownership Licensed Clinician

   The creator selects the patient, named staff member and due date, then leaves the task Open.

   • Set assignee and due date
   • Updates Care tasks, People

3. Begin work Licensed Clinician

   The assignee changes Open to in progress when the action starts.

   • Mark the task in progress
   • Updates Care tasks

4. Close the task Licensed Clinician

   After the action is done, the assignee records Completed and the completion date.

   • Record completion state and date
   • Updates Care tasks

5. Escalate an exception Licensed Clinician

   When the assignee cannot finish, they mark Escalated for the coordinator to review.

   • Surface unresolved work
   • Updates Care tasks
   ApprovalA person approves before the work moves on.

6. Review the next action Clinical Coordinator

   Clinical Coordinator determines whether the existing task can continue with a new owner or another patient action is needed.

   • Decide ownership and follow-up
   • Updates Care tasks, People

Licensed Clinician

Performs and updates assigned work.

Clinical Coordinator

Assigns and reviews the queue, including escalations.