What gets recorded
Both directions. A record that only carries the good weeks is not a record, and the person it is about is told about every entry and can contest any of them.
Appointment completed as scheduled
Kept its wordThe clinician saw the patient at the booked time and completed the planned care.
- Who confirms it
- The practice (front-desk/practice manager) or the patientSupervisor or reviewer
- How they confirm
- Confirm via the post-visit SMS/email the PMS already sends, or a manager sign-off in the console.
- Due
- the booked appointment time
- Done
- when the clinician actually started the appointment
Procedure delivered to plan
Kept its wordA specific procedure (e.g. a crown, a lab case) was delivered on time and to the agreed plan.
- Who confirms it
- The receiving party (patient, or the practice for a lab case)Customer or client
- How they confirm
- Confirmed by the counterparty who received the work, via a confirmation link.
- Due
- the date the procedure or lab case was promised for
- Done
- the date it was actually delivered and seated/handed over
Unfilled shift / no-show
Fell shortA clinician or assistant did not show for a booked shift, disrupting scheduled care.
- Who confirms it
- The practice managerSupervisor or reviewer
- How they confirm
- Recorded by the practice; the worker is notified and can dispute.
- Due
- the booked shift start
- Done
- Nothing was delivered, so there is no completion time to compare against.
Due and done are the pair that decide whether something counts as delivered on time rather than merely delivered. Send one without the other and the outcome can only ever read as finished.
Who counts as a witness here
2 kinds of third party confirm work in this trade. None of them outranks another. The formula does not read this at all. What varies is how hard each one is for either side to lean on, which is a fact worth knowing and not a weighting.
- Supervisor or reviewer
- The responsible party where the work happened, who is not the worker: a shift or site manager, a charge nurse, a dispatcher, a production manager, a reviewer. Distinct from the worker by construction, so a worker can never be their own supervisor here.
- Customer or client
- The party the work was done for, or who took delivery of it: a homeowner, a patient, a client, a consignee, a family. They know first hand whether it happened.
What is not recorded against the person
A client who did not attend, work the business itself pulled or rescheduled, conditions nobody controls, time off taken with notice, and an opinion about the person. None of it belongs on the record of whoever showed up to do the work.
The full list is on the index, and it is the same list for every trade.
How a confirmed outcome reaches a score
A confirmed outcome becomes evidence in a published formula, version 5.6, with five weights and six bands running from Distinguished down to At Risk. An outcome nobody else confirmed is still recorded, and it shows on the record as a claim rather than as evidence. No plan and no payment moves a score.
The record belongs to the person, not to the business that recorded the work. They take it with them. The model is published in full, and what an employer records covers the recording side.
Also under care and health