Tools · Chapter 2 · Appendix B

TOOL-2

Diagnosis Record

Record what the diagnosis found and what it does not establish. Complete the fields relevant to your decision. Record unknowns with an owner and date.

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What outcome is sought and who owns it?

Follow one complete case, including return contacts and correction.

Define cohort, denominator, follow-up, exclusions and data quality.

What simpler change was tried and what happened?

What remains; compare process, existing software, rules and AI.

Close, repair or bounded comparison; owner, authority, effort and review date.