Note and follow-up

Step by step

1. Draft note Licensed Clinician

   The Licensed Clinician records the assessment and expected next action against the encounter.

   • Capture the reason and action
   • Updates Clinical notes, Encounters

2. Note signing Licensed Clinician

   The author reviews the text and signs it.

   • Author accepts the note
   • Updates Clinical notes
   ApprovalA person approves before the work moves on.

3. Follow-up Licensed Clinician

   The clinician creates a patient care task, names the assignee and sets its due date.

   • Assign due work to a person
   • Updates Care tasks, Patients, People

4. Progress Licensed Clinician

   The assignee moves the task through open and in-progress states as work proceeds.

   • Show work under way
   • Updates Care tasks

5. Completion or escalation Licensed Clinician

   The assignee records completion time when finished or escalates the task when attention is needed.

   • Preserve outcome or unresolved attention
   • Updates Care tasks

Licensed Clinician

Authors the note and follow-up; Clinical Coordinator reviews outstanding work; Clinical Governance Administrator maintains access assignments.