Step 7: Allocate workflow tasks; support and train staff

steps This section covers the following steps:

Step 7.1 As a team, go through each step of the workflow to identify and document the following.
Step 7.2 Ensure your clinical team is prepared and supported

For the successful and sustainable adoption of the cancer screening recall and reminder workflow, it is important your team understands the workflow and how to carry out their role within the workflow.

Step 7.1 As a team, go through each step of the workflow to identify and document the following:

  • Who is responsible for each task?
  • When they will complete the task?
  • What training and resources will they need to complete the task?
  • Who will provide the necessary training/resources (most of the necessary resources are in the toolkit but may require printing, laminating, etc), and when?
  • What practice policies/standing orders or protocols need to be developed to support the workflow (including incorporation of workflow tasks into practice job descriptions and on-boarding processes)?
  • How and when will your team review the implementation of the workflow in order to identify any necessary changes (and to celebrate the positive changes achieved)?

Step 7.2 Ensure your clinical team is prepared and supported

Introducing your cancer screening recall and reminder workflow may increase the number of discussions your clinical team is having with patients about screening. Support your clinical team’s ability to provide appropriate person-centred care by making sure they are:

  • familiar with the workflow, cancer screening checklists and correspondence templates
  • advised when cancer screening reminders are being sent out
  • aware of common barriers to screening, and how to address these barriers (see Module 4 for information) 
  • able to easily access cancer screening resources and clinical information (see Module 1 for information and links)
  • aware of how patients who have been sent correspondence as part of the cancer screening recall and reminder workflow will be flagged in your practice software.