Surveillance review

Step by step

1. Submit Licensed Clinician

   Licensed Clinician links the report to the operational encounter and enters facility, condition code, report date, case count and population denominator.

   • Creates a Submitted report.
   • Updates Surveillance reports, Encounters

2. Validate Clinical Reviewer

   Clinical Reviewer examines the linked encounter, actor identity and current authority before approving the Submitted to Validated decision.

   • Records the review decision.
   • Updates Surveillance reports, Encounters, People, Clinical privileges, Care team assignments
   ApprovalA person approves before the work moves on.

3. Investigate Clinical Reviewer

   Clinical Reviewer authorizes the Validated to Investigating transition while keeping its source encounter visible.

   • Keeps the report under active review.
   • Updates Surveillance reports, Encounters

4. Close Clinical Reviewer

   Clinical Reviewer checks the case details and authorizes closure of the Investigating report.

   • Marks the report Closed after review.
   • Updates Surveillance reports

Licensed Clinician

, Clinical Reviewer, Clinical Governance Administrator.

Each person works within the patient and professional scope reflected by the linked records.