Health and Allied Health

Appointment Follow-Up Workflow for Health and Allied Health

For allied health teams, a good appointment still needs clear follow-through. Unassigned referrals or missing updates can leave patients unsure what happens next. This map connects visit records, agreed actions, patient communication and completion checks.

Starts when

A patient appointment has finished.

Ends when

Required follow-up actions are complete or have a named owner and due date.

Steps in this workflow

1. 1

   Record the visit outcome

   Complete the clinical record according to the practice's standards.

2. 2

   Identify follow-up actions

   List referrals, tests, documents, and patient actions that were agreed.

3. 3

   Assign responsibility

   Name the person responsible for each action and set a realistic due date.

4. 4

   Communicate with the patient

   Send the approved instructions and explain how to ask questions.

5. 5

   Track outstanding items

   Review open actions and follow up when results or responses are due.

6. 6

   Close the action

   Record completion and arrange another visit if clinically required.