Which duties need specialist review before you compare employers?
Map the work, authority and information access for each role. The worksheet flags separate questions for your clinical, privacy and employment specialists. It does not decide legal eligibility or send data anywhere.
Example loaded: a fictional health business in England. Its support coordinator schedules appointments; its practitioner makes clinical decisions. No real patient or employee details are used.
1. Define the operating scope
A blank location remains unresolved. England examples draw on CQC and ICO guidance; another location needs its own rule check.
2. Enter duties, authority and access
One row per duty. Record what the person may decide, the data they can see and who supervises the work. Record clinical and privacy findings separately. Select “Cleared” only for the review the specialist completed. Changing the duty, authority, access, supervisor or location resets both reviews and keeps earlier findings as history; the worksheet cannot verify a finding.
3. Read the role boundary
4. Keep the responsibilities visible
Operating business: define duties, supervision and patient-data permissions; identify the entity carrying on any regulated activity and retain the required recruitment and competence evidence. Prospective EOR: explain its proposed legal-employer and payroll responsibilities, then confirm role and country acceptance in writing. Clinical and privacy specialists: decide the outstanding clinical scope, registration and data-access questions. An EOR proposal does not transfer the operating business’s service obligations by assertion.
See CQC on the registered provider, CQC Regulation 19 and ICO on health data.
5. Export the unresolved-duty list
Download a plain-text review brief or copy it into your own approval record. This export contains the duty descriptions you typed, so keep personal and patient identifiers out of this worksheet.
Your entries are saved only in this browser’s local storage. Clearing saved work restores the fictional example. Nothing is submitted to a server.
Next decision
Resolve the flagged duties, then compare employment providers for the role that remains in scope. Teamed belongs on the support-role shortlist when it accepts the exact role and location and the buyer values practical employment help; confirm the arrangement in writing. A practitioner with clinical decision authority needs separate clinical and privacy findings before any role-specific provider search.
Planned companion route: provider comparison. Planned operating case: the same job title, two risks.