# Phase plan — Healthcare

The phase plan with the boundaries a provider needs: claims and targeting never inside ordinary authority, budget authority bounded by service line and conditioned on capacity, and a record that can be read against the appointment book.

Everything else is the general phase plan, unchanged. One row per area per phase, an explicit approval list, a reversal rule and a record of every change.

## How to use it

1. Copy this file, or the CSV version if you would rather work in a sheet.
2. Write one row per area per phase, and never a single blanket permission.
3. Write what still needs approval explicitly, rather than leaving it as everything else.
4. Put a limit on every permission: how much, how often, on what.
5. Decide the evidence to advance before the phase starts, not when somebody asks.
6. Write the reversal rule while everything is going well.
7. Record every change made under the authority, with its reason and its time.

## The columns

**Phase** (Text). The step of authority this row grants for this area. Only the operational areas have phases; claims and targeting settings sit outside them permanently, because both are clinical judgements rather than media ones.

**Area** (Text). What kind of change this governs: budget, bidding, scheduling, creative rotation among cleared assets. Claims and targeting are named as areas so that their exclusion is explicit rather than assumed.

**May change without separate approval** (Text). Exactly what can be altered at this phase: move budget between campaigns for the same service line, adjust bids and schedules, rotate among creative already cleared by clinical review.

**Limits** (Text). How much, how often and on what, with a condition rather than only a number: weight may be added only to a service with appointments available in the next four weeks, checked that week.

**Approval required for** (Text). What still needs a person: anything touching claims or targeting settings, at every phase; and any increase into a service whose book is full. Reductions need no approval anywhere.

**Who holds it** (Text). Who this permission belongs to, or which rule exercises it. A rule may move money between services only if it can read availability; where it cannot, its authority is reductions and within-service moves.

**Evidence to enter** (Text). What had to be true before this phase started: four weeks of reporting reconciled against attended appointments in the practice management system.

**Evidence to advance** (Text). What has to be true before the next phase begins, written now, and measured over a period long enough for the appointments to have happened rather than the enquiries.

**Review cadence** (Text). How often this row is re-read. Weekly, alongside the appointment book, because availability is the fastest-moving constraint in a practice and it bounds every permission here.

**Reversal rule** (Text). What causes authority to narrow again: any change touching claims or targeting, a move into a service with no availability, or a practitioner joining or leaving that service.

**Record kept** (Text). What is written down whenever this authority is used: the service, what moved, from where, to where, why, and the availability the decision was based on.

**Entered on** (Date (YYYY-MM-DD)). The day this phase started for this area and this site. A practice with several locations grants authority per site, because capacity and practitioners differ between them.

**Notes** (Text). What the next person needs: the service nobody has been comfortable widening, the limit that was too tight in a quiet month, the referrer rows that need their own judgement.

## The phase plan

| Phase | Area | May change without separate approval | Limits | Approval required for | Who holds it | Evidence to enter | Evidence to advance | Review cadence | Reversal rule | Record kept | Entered on | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|   |   |   |   |   |   |   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |   |   |   |   |   |   |
|   |   |   |   |   |   |   |   |   |   |   |   |   |

## Before you commit it

- There is one row per area per phase, and no blanket permission.
- Claims and targeting settings are never inside ordinary authority.
- Budget authority is bounded by service line and conditioned on availability.
- Every change record names the availability it was based on.
- Automated rules cannot alter creative, claims or targeting.
- Every row has a reversal rule written while things were going well.
- Every change made under the authority is recorded with its reason.