Event coordination and documentation

Step by step

1. Schedule the event Clinical Coordinator

   The Clinical Coordinator links the donor and clinician, enters the event type and scheduled date, and begins with Scheduled status.

   • Establish planned time and ownership
   • Updates Donation events, Donors

2. Record arrival and work Clinical Coordinator

   The Clinical Coordinator updates the event as the donor arrives and work begins. The coordinator records actual start and end dates instead of copying the planned time.

   • Preserve actual timing and state
   • Updates Donation events

3. Document observations Licensed Clinician

   The Licensed Clinician records each metric with its value, unit, observed date and recording person against the event.

   • Keep measured evidence with units
   • Updates Donor observations

4. Sign the clinical note Licensed Clinician

   The clinician drafts the narrative, links it to the event and signs it with a signed date when complete. An amendment remains distinguishable from the first signed note.

   • Attribute and date the narrative
   • Updates Donor clinical notes

5. Hand off for review Clinical Coordinator

   The coordinator places the event in awaiting review. The Clinical Reviewer examines the linked notes, observations and event times before the team records completion.

   • Present the event evidence
   • Updates Donation events, Donor clinical notes, Donor observations

Clinical Coordinator

Owns scheduling and handoff; Licensed Clinician records evidence; Clinical Reviewer reads the event and linked clinical records.