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Clinical skills · Focus area 4

Knowing your role and when to escalate

Know which technology decisions are yours to make, and when to bring in someone else. This skill covers scope of practice, escalation triggers and handing off technology concerns with the information the next clinician needs.

This page brings together care team workflows, a coverage safety check and education on follow-up and team roles. It’s one of the smaller collections: the related skills below cover more.

Curated bydanatech Clinical Staff
UpdatedNovember 2026

What this skill covers

Scope of practice, escalation pathways and care team communication.

Scope and lanes

  • Scope of practice by discipline and setting
  • Recognizing decisions outside your lane
  • Recognizing when urgent action is needed

Escalation pathways

  • Escalation triggers and pathways
  • What information to share when escalating
  • Documenting and handing off technology concerns

Care team communication

  • Communicating with endocrinologists and certified diabetes care and education specialist (CDCES) partners
  • Coordinating care across teams and settings

Start here

The three resources we recommend first for this skill. CE/CME credit and end dates are shown where offered; available credit varies by profession.

  • WorkflowApply

    AID Initiation Workflow

    A step-by-step workflow for starting AID, with who does what across the care team.

    Open AID initiation workflow
  • WebinarLearn1 CE/CME · through Jul 21, 2028

    Clinical Follow-Up & Troubleshooting: Optimizing Outcomes in AID

    What to review after an AID start, common problems and when to adjust or escalate.

    View webinar
  • Interactive ToolApply

    Coverage Change Safety Check

    When a person’s coverage changes, check for supply gaps and escalate before therapy is interrupted.

    Run the coverage safety check

Find tools and resources

Choose a resource based on your clinical question or the setting where you’re providing care. Each is labeled by type and by how you’ll use it: Learn, Practice or Apply.

More learning and CE

Courses, webinars and certificate programs for this skill, with current CE/CME status. Available credit varies by profession.

Looking for a different starting point? The danatech Compass suggests one from your role, setting and what you’re working on. Try the danatech Compass
Sources and scope
  1. ADA Professional Practice Committee. 7. Diabetes Technology: Standards of Care in Diabetes—2026. Diabetes Care 2026;49(Suppl 1).
  2. danatech Diabetes Technology Key Focus Areas framework, revised 2026.

For educational use. Not clinical advice; does not replace clinical judgment, scope of practice, institutional policy or manufacturer instructions.

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DISCLAIMERS: 

This site and its services do not constitute the practice of medical advice, diagnosis or treatment. Always talk to your diabetes care and education specialist or health care provider for diagnosis and treatment, including your specific medical needs. If you have or suspect that you have a medical problem or condition, please contact a qualified health care professional immediately. To find a diabetes care and education specialist near you, visit the ADCES finder tool.

ADCES and danatech curate product specifics and periodically review them for accuracy and relevance. As a result, the information may or may not be the most recent. We recommend visiting the manufacturer's website for the latest details if you have any questions.


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