Medi-Aide — Referral-to-first-visit workflow worksheet

Use fictional information. Do not enter care recipient names, contact details or care records.
This worksheet is an operational discussion aid, not a product demonstration or compliance certification.

Review date: ____  Process owner (role): ____  Review period: ____

For each step record: approved system | responsible role | repeated entry | acknowledgement | unresolved next action.
1. Referral received: ____
2. Consent and readiness checked: ____
3. Coverage confirmed: ____
4. Handover acknowledged: ____
5. First visit reviewed: ____
6. Time records and outstanding follow-up reviewed: ____

MEASUREMENT
Definition and denominator (e.g. per referral): ____
Baseline period and number of referrals: ____
Repeated entries per referral: ____
Records returned for clarification: ____
Time spent following up (minutes): ____
Pilot change and owner: ____
Follow-up period and number of referrals: ____
Same measures after the change: ____
What else changed during the period? ____
Decision: keep / adjust / stop: ____

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