Optimise Healthcare GroupPathway SOPs
Governance & data

25Admin Task List

Owner
Admin
Trigger
An administrative action is requested - by a clinician, at MDT, or in the course of a pathway.

Uses

C4Daily Brief & Complex MDTC5Discharge

Purpose

Tracking operational tasks assigned to admin, with a defined chase pattern and an escalation point.

Procedure

  1. Add the task to the admin task list with who requested it and the date requested.
  2. Record how often the task needs chasing.
  3. Record the first attempt date, and the date of each subsequent chase.
  4. Record the date of the final chase.
  5. Decide next steps: take to MDT, discharge, or close.
  6. Typical tasks include telling a GP to stop prescribing, chasing a booking, cancelling for a patient, and sending medication information leaflets.

Fields recorded

Patient · task · who requested · date requested · chase frequency · first attempt date · dates chased · date of final chase · next steps · outcome

Variations

Separate lists - The cancellation list (05) and investigation chasing (19) are held as their own tabs rather than on this general list.

Open points

  • How chase frequency is set - standard interval or specified by the requester.
  • Whether a formal template exists for instructing a GP to stop prescribing.

Flowchart