O-14-211 Review SUPERVISOR FOLLOW UP OF CLINICALLY SIGNIFICANT EVENT Note

👤Responsible Position:

Clinical Supervisor

🎯 Purpose:

Clinical Supervisor will use the SUPERVISOR FOLLOW-UP OF CLINICALLY SIGNIFICANT EVENT note to track and manage follow-up that has been escalated to the supervisor for oversight. Refer to O-11-214 Create SUPERVISOR FOLLOW-UP OF CLINICALLY SIGNIFICANT EVENT Note for details on when the note should be created.

🔄 Process:

1. Go to Review Coordination Notes:

2. Go to Note Type: Supervisor Follow Up of Clinically Significant Event:

3. To document follow-up or delegated follow up, right click on coordination note, select Medical Records —> Coordination Notes:

4. Find appropriate coordination note, select Edit:

5. At the TOP of the note, enter down, add the date and updated comments. Include initials:

6. Select Save and Close:

7. Return to Review Coordination Notes workflow and select Load:

8. The top few lines of the coordination note is visible in the Note Preview. Use this information to track updates:

9. Repeat steps 2-5 to document additional follow up, delegated tasks or items to track until issue is resolved.

10.  When follow-up is completed and issue is resolved, open coordination note in workflow and add final follow up comment:

11.  Add Follow-Up comment:

12.  Select Save & Close:

13.  Select Note Reviewed:

📅 Effective:       |    🛠️ Revised:     |  ✅ Approved: