AutoArchWorkflowsWF-14

CPD logging

The deadline panic, every year, for the whole practice.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~2 hrs/month

WF-14 — CPD logging. 1 human step, 4 automated steps, about 2 hours a month reclaimed.

  1. Step 1. CPD activity attended (CALENDAR)
  2. Step 2. Capture hours and subject
  3. Step 3. Attribute to the individual
  4. Step 4. Track against the practice record
  5. Step 5. Practice CPD record (REGISTER)

Risk points in this workflow:

  • Individual behind on hours. Found in November it is a plan. Found in December it is a problem.

Steps you still do:

  • Book what is missing

What it actually does

  1. 01CPD activity attended
  2. 02Capture hours and subject
  3. 03Attribute to the individual
  4. 04Track against the practice record
  5. 05Practice CPD record

The risk this covers

Individual behind on hours

Found in November it is a plan. Found in December it is a problem.

What you still do

  • Book what is missingWhile there is still time

Everything else runs without you.

All fifteen workflows →
WORKFLOW
WF-14
BAND
ENTRY
REV
01