C-11-330 Orders Management: Order Escalation to Clinical Supervisor

👤ROLE

Medical Records Specialist


🎯 PURPOSE

Identifies expected steps to be completed by Medical Records Specialist if orders are received in Mosai that require escalation to the Clinical Supervisor for additional follow-up.

Refer to C-11-320 Orders Management- Reviewing Received Orders for an overview of the initial order review process.


🔄 PROCESS


  1. When the Medical Records Specialists reviews received orders, they review the orders for any markings or notations from the Physician/Non-Physician Practitioner to see whether the order requires escalation. Here are some examples of provider notations: 




  1. If any marking or notation is found, the order must be escalated to the branch Clinical Supervisor as described in following steps.  
    • E-mail a copy of the order to the appropriate Clinical Supervisor for follow up. Use one of the templates below, selecting one according to whether the attached order is signed or unsigned.
    • Attach the order to the medical record if appropriate (if the order includes valid signature and meets all other required criteria).

TEMPLATE - IF ORDER IS SIGNED

This attached document contains notations from the provider’s office; please review and follow up. This has an acceptable signature and has been attached in HCHB.

TEMPLATE - IF ORDER IS NOT SIGNED

This attached document contains notations from the provider’s office; please review and follow up. This has not been signed and has not been attached in HCHB.


  1. Create an ORDER FOLLOW-UP coordination note to document your escalation to the Clinical Supervisor.

  2. In the Note Details, use this following template, adding the specific order number:

TEMPLATE

Order #_______ was returned to home health agency from the provider but was found by writer to contain notation(s) from the provider’s office. Writer has sent copy of this notated order for review and follow-up to branch Clinical Supervisors.

  1. Click Save and Close.


📅 Effective: 04.29.2024  | 🛠️ Revised: 08.03.2026 |  ✅ Approved: JFJ

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