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Workflow
Healthcare & Allied Health

Service Delivery for Healthcare & Allied Health

Manages the end-to-end delivery of a service engagement from kickoff through execution, quality review, and patient acceptance.

Trigger: Service engagement is approved and resources are allocated
Total: Varies by engagement scope
6 stages
Compliance Note

Includes safeguards for Australian Privacy Principles (APPs), Medicare compliance, and health record management under the My Health Records Act. All patient data handling follows AHPRA guidelines.

Workflow Stages

1

Engagement Kickoff

Launch the engagement with a formal kickoff consultation aligning the team and patient on objectives and approach.

Inputs

  • Signed contract and scope of work
  • Team assignment roster
  • Kickoff consultation agenda

Outputs

  • Kickoff consultation completed
  • Treatment plan charter signed
  • Communication plan established
Project Manager
1-2 days
2

Detailed Planning

Develop the detailed delivery plan with tasks, assignments, milestones, and risk considerations.

Inputs

  • Treatment plan charter
  • Scope of work
  • Resource availability

Outputs

  • Detailed treatment plan plan
  • Risk register created
  • Milestone schedule confirmed
Project Manager
3-5 days
3

Execution

Execute the planned activities, manage tasks, and track progress against milestones.

Inputs

  • Treatment plan plan
  • Resource assignments
  • Quality standards

Outputs

  • Deliverables produced
  • Progress reports
  • Issue and risk log updated
Service Delivery Team
Per project plan

Decision Points

  • Are deliverables on track?
  • Do any risks require mitigation action?
4

Quality Review

Review all deliverables against quality standards and patient requirements before submission.

Inputs

  • Completed deliverables
  • Quality checklist
  • Patient requirements clinical record

Outputs

  • Quality review report
  • Deliverables approved or revision required
  • Quality metrics recorded
Quality Assurance Lead
2-5 days
5

Patient Review and Acceptance

Present deliverables to the patient for review and obtain formal acceptance.

Inputs

  • Quality-approved deliverables
  • Patient review agenda
  • Acceptance criteria

Outputs

  • Patient feedback received
  • Revisions completed if needed
  • Formal acceptance signed
Project Manager
3-7 days

Decision Points

  • Has the patient accepted the deliverables?
6

Engagement Closure

Complete all administrative tasks, final billing, and lessons learned documentation.

Inputs

  • Patient acceptance confirmation
  • Final billing data
  • Lessons learned template

Outputs

  • Final invoice submitted
  • Lessons learned documented
  • Engagement formally closed
Project Manager
2-3 days

Frequently Asked Questions

Can the scope change during delivery?

Yes, scope changes follow the patient scope change workflow, ensuring all modifications are documented, assessed for impact, and formally approved.

What happens if deliverables are delayed?

The treatment plan manager communicates delays to the patient with a revised timeline and mitigation plan. Significant delays trigger the escalation process.

How is quality maintained throughout delivery?

Quality is maintained through defined standards, peer reviews during execution, formal quality gates before patient submission, and continuous patient feedback.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.