Make the next action accessible
Working away from the desk is easier when the participant record, recent note and follow-up stay together. Decide which tasks staff need to complete on a phone and which should wait for a private setting and larger screen.
Prepare before leaving
- Check appointments, contact details and the purpose of each visit.
- Confirm device access and the connection you expect to use.
- Know how to identify unsaved work.
- Use your practice’s device security and privacy settings.
- Have a clear escalation route for an urgent issue.
Do not assume the app works offline. If reliable connectivity is a requirement, ask the supplier to demonstrate what remains available and what happens to changes when the connection returns.
Close the loop after contact
Record what happened while it is fresh, in a safe and private place. Check transcription if you dictate. Assign the next action so it does not remain only in your memory or an unsent message.
Keep the handover readable
Another authorised person should be able to find the current position without a separate explanation. Record unresolved questions and distinguish a planned action from one already completed.
Use the mobile workflow checklist and view the CordoCare product tour. The Navigator In Reach client story describes one customer’s experience; test the fit for your own team.