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- Patient Portal
- Process
- Follow-up care tasks
Follow-up care tasks
Assign patient-level work and keep overdue or escalated actions visible.
Step by step
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Identify next action Clinical Coordinator
The Clinical Coordinator reviews the completed visit and writes a specific task against the patient. The task should say what action the assignee must take.
- Follow-up action named for the patient
- Updates Encounters, Clinical notes, Care tasks
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Assign and date Clinical Coordinator
The coordinator chooses a person and due date. The new task is Open and appears in the active work list.
- Owner and due date recorded
- Updates Care tasks, Patients, People
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Work the task Licensed Clinician
The Licensed Clinician begins the action and moves it to in progress. Clinical context remains in the related encounter and note.
- Progress visible to the team
- Updates Care tasks
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Resolve or escalate Clinical Coordinator
The assignee marks the task Completed with a completion date when the action is done. If it cannot finish on time, Escalated keeps it visible for coordination.
- Completion date or escalation recorded
- Updates Care tasks
Who does what
Roles and permissions- Clinical Coordinator
- Owns assignment and exception review; Licensed Clinician performs and updates the task.
Set up Patient Portal your way.
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