Agency workflow

One review path from introduction to clinical coordination.

The partnership workflow separates public relationship information from protected donor records and makes ownership of each step visible.

Six stages

What the intended workflow should make clear.

RCA learns about the agency, its services, locations, contacts, and proposed donor pathway.

RCA decides whether to provide an agency role and confirms the approved submission channel.

The agency supplies requested profile information and documentation through authenticated access.

RCA checks completeness, source coding, consent context, and administrative questions.

The clinical team determines what evaluation, testing, review, or updated material is required.

Authorized users see the appropriate status and respond to intended-parent or RCA questions without exposing private records publicly.

Before submitting

Availability must be confirmed and updated; a profile should not be treated as a reservation or clinical clearance.

The agency must understand what use is authorized and avoid sharing beyond the agreed audience and purpose.

RCA may need to know who created a record, when it was completed, and whether an updated version exists.

Medical, legal, security, and intended-parent questions should reach the correct RCA role rather than a public inbox.

First step