Separate clinical and administrative work

Separate clinical and administrative work — guided practice

Route work according to assigned responsibility.

Use a text editor, a free document editor, or paper. Start from the following fictional records; they reset this lesson even if your earlier answer differed. Fictional Harbor Clinic assistant Jo may check referral fields, record appointments and request status through approved channels. Nurse Lee assigns urgency and answers clinical questions. Privacy lead Pat decides uncertain disclosure requests. Referral F1 already has Lee’s routine priority. A caller asks Jo whether to stop a medication before the referral visit. No patient names or actual health information are used.

1. 1. List permitted work

   Write three tasks Jo may perform.

   You should see: Check fields, record appointments, request administrative status.

   A defined role prevents accidental clinical advice.

2. 2. Route the question

   Draft Jo’s response to the medication question.

   You should see: I will route that question to the clinical team; I cannot tell you to change medication.

   A question about treatment needs qualified clinical review.

3. 3. Preserve assigned priority

   Copy Lee’s routine label without changing it.

   You should see: F1 remains routine unless Lee changes it.

   An assistant’s impression is not an urgency decision.

4. 4. Record the handoff

   Write the question type, owner and pending state without extra details.

   You should see: Clinical question routed to Lee; response pending.

   The next person can see that follow-up remains.