Coordinate patient follow-up

Step by step

1. Review the visit Licensed Clinician

   Licensed Clinician checks the patient's recent encounter and identifies the next care action.

   • Identifies the patient and care context.
   • Updates Encounters, Patients

2. Assign the task Licensed Clinician

   The clinician writes a clear task, selects the patient and responsible person, and sets a due date.

   • Names the action, owner and deadline.
   • Updates Care tasks, People

3. Begin work Licensed Clinician

   The assignee moves an Open task to in progress when action starts.

   • Records work in progress.
   • Updates Care tasks

4. Escalate if needed Licensed Clinician

   The assignee marks a task Escalated when it needs another person's attention or a decision.

   • Keeps the exception visible.
   • Updates Care tasks

5. Complete Licensed Clinician

   The assignee records the completion date and Completed status when the action is done.

   • Records completion and date.
   • Updates Care tasks

6. Review the queue Clinical Coordinator

   Clinical Coordinator checks open and escalated patient tasks before the next operating cycle.

   • Finds unfinished patient actions.
   • Updates Care tasks

Licensed Clinician

Assigns and works care tasks; Clinical Coordinator monitors the queue and can manage tasks; Clinical Reviewer can inspect follow-up evidence.