Optimise Healthcare GroupPathway SOPs
Governance & data

24Clinical Task List

Owner
Clinical team
Trigger
An action falls to the clinical team - usually out of the Daily Brief or MDT.

Uses

C4Daily Brief & Complex MDT

Purpose

Tracking anything the clinical team needs to chase or action, so nothing raised at MDT is lost.

Procedure

  1. Add the task to the clinical task list with the patient, what is needed and who raised it.
  2. Work the task. Examples include speaking to a community mental health nurse, or chasing a care home for care plans.
  3. Record progress and the outcome.
  4. Where a task cannot be progressed, return it to the Daily Brief.

Fields recorded

Patient · task · who raised it · date raised · progress · outcome

Notes

  • This list is for clinical actions only. Administrative actions go to 25.

Open points

  • Whether tasks carry due dates and named assignees.
  • Where the list currently lives.

Flowchart