A sample board for clinics.
4 drafts to review
The draft asks
Can you review the record and set the patient follow up?
SourcePractice system. Refreshed 5 minutes ago.
The ruleThis sample clinic assigns a clinician and a review date to each result task.
ResponsibleDr. Serrano
Dr. Serrano. Varela’s lab review task is still open past yesterday’s assigned date.
Can you review the record and set the patient follow up?
Sample data. A person reads each draft and decides what to do.
This week
Sample data · last 7 daysFlagged by the board · cleared by a person
- Wed5 flagged4 cleared
- Thu7 flagged5 cleared
- Fri6 flagged4 cleared
- Sat1 flagged1 cleared
- Sun0 flagged0 cleared
- Mon8 flagged6 cleared
- Tue8 flagged4 cleared
The repeat problem
Two referrals lack a booked date. The referral desk can see which office still owes a reply.
What it would have caught
A fictional example. Nothing here sends.
Day 1The flag
The board would flag Varela’s referral without a booked date.
Day 2The follow up
The referral lead would read the draft then send the booking request.
Day 4What happens next
The office would set a date. The desk would update the patient.
Questions it answers
- Which patient tasks need a clinician?
- Varela’s lab review and Talven’s follow up plan.
- Which referrals have no booked date?
- Varela’s cardiology referral and Brenner’s therapy referral.
- Which approvals need a payer update?
- Orlen’s imaging request and Merrow’s therapy request.
What it reads
- Practice system
- Referral portal
- Visit schedule
- Payer portal
One screen
The board checks the tools you already use and drafts each follow-up for a person to review.
You can keep your project tool, CRM or spreadsheet.
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