Optimise Healthcare GroupPathway SOPs
Core procedures

C4Daily Brief & Complex MDT

Owner
Clinical team. Admin maintains the tab and records outcomes.
Trigger
A case reaches an expiry point, an investigation has been chased more than 6 times, a patient has DNA'd twice, or any clinician raises a case for discussion.

Purpose

The escalation gateway. Every decision that carries clinical risk - issuing a warning, stopping medication, discharging an engaged patient - passes through here before it happens.

Schedule

MeetingWhen
Daily Brief4pm - Monday, Wednesday, Thursday, Friday
Complex MDT (consultant)4pm - Tuesday

Procedure

  1. Anyone needing discussion is added to the MDT tab, with the reason documented.
  2. Cases are taken at the next scheduled meeting - Daily Brief for routine escalations, Complex MDT for complex cases.
  3. The meeting records the outcome against the dropdown, and whether the decision is final or the case needs further discussion.
  4. The clinician responsible for the patient communicates the outcome to the patient. Admin does not do this.
  5. Where the outcome is an action for admin (send a letter, stop a script, book something), it moves to the admin task list (25). Where it is clinical, it moves to the clinical task list (24).
  6. Admin records that the patient has been informed, and closes the case on the tab.

Fields recorded

Date added to sheet · NHS number · name · who is bringing the case · case type (general / complex) · documented reason · case open? · chasing something? · brought to complex MDT? · outcome (dropdown) · patient informed of outcome · decision final or needs further discussion · notes

Notes

  • Patient communication is always the clinician's responsibility. Admin only sends the letter and copies the reason from the clinician's notes.
  • No 8-week warning and no medication discontinuation may be issued without passing through this meeting first.

Flowchart