O-14-210 Review CLINICAL Coordination Note

👤Responsible Position:

Clinical Supervisor

🎯 Purpose:

This coordination note type is created in PointCare or Back Office to alert the Clinical Supervisor of non-urgent clinically related issues that require follow up by the Clinical Supervisor. For example, the Clinical Compliance Specialist (CCS) may create a CLINICAL note if they identify a potential home health acquired infection so the Clinical Supervisor can ensure appropriate follow up and documentation is completed. A Field Clinician should complete a CLINICAL note for a non-urgent clinical situation requiring supervisor involvement such as clinical updates needed in back office (service code change requests for future visits, inactivation of PointCare Visit Alerts).  

🔄 Process:

1. In Workflow Console, go to Review Coordination Notes:

2. Select “CLINICAL” coordination note:

3. Select “Review Coordination Note”:

4. Review note contents:

5. If additional action is needed, select “Cancel” to keep note in workflow:

6. When ready to complete, select “Add Follow-Up Comments” to document action taken by Clinical Supervisor:

7. Document action taken:

8. Select Save & Close:

9. Select “Note Reviewed”. This will remove the note from workflow.

📅 Effective:       |    🛠️ Revised:     |  ✅ Approved: