Lesson map
Lesson 05 published. Map, example, EX059.
flowchart TD
R["A weekly reminder is written"] --> P{"Is a newer locked list in the office?"}
P -->|No| O["The three-week list is still the only paper"]
O --> U["Do not phone from it as if it were current"]
U --> H["Write the urgent call for confirmation when the system returns"]
P -->|Yes| C["Use that dated list for urgent calls only"]
A reminder is an intention. The locked page is the evidence.
Logical drawing
drill finding: printed client list, three weeks old, new clients missing
Sofia writes a weekly reminder
|
+-- the reminder is not itself a print
+-- until a new list is printed and locked, the old list remains old
+-- absence from the old list is not "no record"
Learning outcomes
After this chapter, you should be able to:
- Tell a calendar reminder apart from the paper it is meant to produce.
- Refuse urgent calls from the three-week list while that list is still the one in the drawer.
- Record a caller the old list omits, instead of saying the clinic has no record.
5.1 The drawer still holds the old page
Chapter 4 ended with a decision to print a fresh list each week and lock it away. The change log, as written in that chapter, records the reminder. It does not record a later print. Reception still has the list the drill used. New clients who registered after that print are missing from it. Phoning only the names on that page repeats the gap the drill found.
Staff who cannot find a caller on the page do not announce that the clinic has no such client. The page is an old extract. They write the caller's name, the time, and "confirm when the practice system returns," on the day's appointment sheet. They do not invent an appointment to be helpful.
5.2 Worked example
Lesson table; scroll horizontally to read all columns →
| What someone points to | What it proves | Decision |
|---|---|---|
| "The reminder is in the calendar." | Sofia intends a weekly print | Not a list |
| "The list in the drawer has names." | Those names were current three weeks ago | Do not treat it as this week |
| "A caller is missing, so they are new and unregistered." | The old page cannot show later registrations | Write the call down for confirmation |
| "Reprint from memory before the system returns." | Memory is not the practice system | Refuse |
Synthetic case. No new print is added by this lesson. The three-week age is the drill's finding, not a new measurement.
Errors and limits
This lesson does not say a fresh list would be useless. It says the fresh list is not in evidence yet. When a dated print is locked, urgent calls may use that print, and only for the names it shows. Clients absent from even a fresh list are still confirmed against the system when it returns. The data-governance course remains the next course for how long old client records are kept. This chapter does not answer retention.
Apply
- EX059 — Reminder versus paper. The calendar reminder exists. The drawer still holds the drill's list. A caller gives a name that is not on it. What do you use, what do you refuse to say, and what do you write?
Show marking criteria
Rubric: 3 = do not use the old list as this week's list; do not say the clinic has no record; write the call for confirmation when the system returns;; 2 = refuse the old list and the "no record" sentence;; 1 = one of those;; 0 = none.