Donor intake and consent

Step by step

1. Find the donor Clinical Coordinator

   The Clinical Coordinator checks the patient number before creating a record. A returning donor keeps the existing history, including earlier consent records.

   • Reuse the correct identity
   • Updates Donors

2. Record intake Clinical Coordinator

   Enter the donor's name, birth date, phone, summary consent status and assigned clinician. The clinician is a team member, not a free-text contact.

   • Set current assignment and summary state
   • Updates Donors, Team members

3. Review consent Clinical Coordinator

   Enter the purpose and version on the consent record. Attach the document, record the signed and expiry dates, and move its status from Pending to Signed only after the signed document has been checked.

   • Keep signed purpose, version and document
   • Updates Donor consents, Donors

4. Assign follow-up Clinical Coordinator

   If consent remains Pending, Withdrawn or Expired, give an assigned team member a task with a due date. The donor can remain in the intake queue until the question is resolved.

   • Set owner and due date
   • Updates Coordination tasks

5. Prepare the event Clinical Coordinator

   The Clinical Coordinator checks the current consent record and the assigned clinician before scheduling work on the donor.

   • Link planned work to the reviewed donor context
   • Updates Donation events, Donor consents

Clinical Coordinator

Owns intake and the consent record; Licensed Clinician follows assigned work; Clinical Governance Administrator maintains team and access context; Clinical Reviewer inspects the resulting evidence.