Risk Management. Enhancing Referral Workflow. Karee Burns, RN, BSN. TJ McGreevy. Midas+ Solutions Consultant. Midas+ Product Management Specialist

Transcription

1 Risk Management Enhancing Referral Workflow Karee Burns, RN, BSN Midas+ Solutions Consultant TJ McGreevy Midas+ Product Management Specialist

2 Objective Participants in this session will learn new tips related to the use of Risk Management Referrals. Remote Data Entry (RDE) forms and Worklist rule definitions that are designed to streamline workflow will be demonstrated and reviewed

3 Agenda Defining a Risk Referral Process Using Remote Data Entry (RDE) to increase volume and efficiency Adding Referrals fields to RDE Creating Referral-based Worklist notifications Reviewing your process with reporting tools Questions and Answers - 3 -

4 Defining a Risk Referral process for thorough review and effective corrective action Initial Reporter Gatekeeper/ Traffic Controller Investigator Advisor/Resource Adjudicator - 4 -

5 Risk Referral Process Flow Referral 1 Referral 1.1 Referral 1.2 RDE Initial Reporter Risk Entry Gatekeeper Traffic Controller Referral 2 Referral 3.1 Referral 3 Referral 3.2 Referral 4 Referral 4.1 Investigator Advisor/Resource Adjudicator - 5 -

6 Using Remote Data Entry (RDE) to increase volume and efficiency Adding Referrals fields to RDE Simple and easy-to-use forms Do the hard work up front Just enough fields to get the right process started Avoid forcing a decision Rename and reorder to ease the process Use text formatting in Prompt to enhance appearance of Grid labels

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8 Your text can be bold, italicized, colorful, and eye-catching - 8 -

9 Use the Selected & Specified options to limit selections - 9 -

10 Use the Selected & Specified options to limit selections

11 Creating Referral-based Worklist notifications Define Rules for Assigned staff sent to user, unless they already go into Midas+ (and Worklists) every day Setting up Worklists for optimal use Demo: Worklist Column Display Infrequent users need guidance and support Set expectations on timeliness Establish consistent process Document the process for users (and surveyors)

12 You can select display columns from Risk for your Worklist

13 Thank you for attending. Questions? Karee Burns Midas+ Solutions Consultant TJ McGreevy Midas+ Product Management Specialist

14 Risk Event Worklist Display Options You can choose the column headings to display on your Worklist and sort your Worklist by specified fields. You can also choose to display only the Incomplete Worklist tasks or all the tasks. These display options remain even when you log out. To change Worklist display options 1. Click the Display Options button from your Worklist to display the Worklist Column Display form (Figure 1). Figure 1: SmarTrack Worklist Column Display form 2. From the Worklist Columns grid, select the columns to display on your Worklist by marking the checkbox next to the desired column names. The Patient, Status, and Next Review headings are always marked, but are grayed-out; they cannot be removed from the Worklist display. Under certain circumstances, data may not appear under a column heading, even if data is stored in the field. To help you differentiate fields in different modules that have similar names, the fields listed in the Worklist Columns grid are assigned a two- or three-letter prefix that indicates which module the field is in. If there is no prefix, the field is an encounter field. The Risk-related prefix meanings are listed in the following table.

15 Table: SmarTrack Worklist Column Names Risk Related Display Columns Worklist Display Column Field Name Monitored Table RM-Closed Date Closed Date Risk Management Episodes RM-Received Date Date Received Risk Management Episodes RM-Entered By Entered By Risk Management Episodes RM-Event Date Event Date Risk Management Episodes RM-No. Event No. Risk Management Episodes RM-Type Event Type Risk Management Episodes RM-Facility Facility Risk Management Episodes RM-Info Source Info Source Risk Management Episodes RM-Location Location Risk Management Episodes RM-Significance Significance Risk Management Episodes RM-Status Status Risk Management Episodes RM-Disposition Disposition Risk Management Episodes:Referrals RM-From Dept From Department Risk Management Episodes:Referrals RM-From Employee From Employee Risk Management Episodes:Referrals RM-To Dept To Department Risk Management Episodes:Referrals RM-To Employee To Employee Risk Management Episodes:Referrals RM-Action Action Risk Management:Episodes:Referrals Actions 3. Change the order of the columns selected for display by moving the selected column heading up or down in the list by clicking the arrow pointed in the direction you want. The Patient column cannot be moved from the first column position. As the columns are made visible and moved, the results are reflected in the Preview grid at the bottom of the Worklist Column Display form. 4. Set column widths by dragging the right side of the column in the Preview grid. The widths of the columns can be temporarily adjusted on the main Worklist form, but they revert to the settings in the Worklist Column Display form once the Worklist is closed.

16 5. In the Sort By field, select a field by which to sort the Worklist. You can sort by up to three fields, and specify each to be sorted in either ascending or descending order. If you make no selection in the Sort By field, the Then By sorting selection fields are not available. After you select a field in the Sort By field, the first Then By field becomes available. Likewise, after you make a selection the first Then By field, the second Then By field becomes available. You can sort the Worklist by fields that you have not selected for display. Note: Sorting a Worklist by a field that contains different values in different episodes of the same encounter causes that encounter to appear more than once on the Worklist. 6. Select the Incomplete Only checkbox on the SmarTrack Worklist Column Display form. Clearing the checkbox on the Worklist does not affect the setting on this SmarTrack Worklist Column Display form. When you chose a preferred setting in the SmarTrack Worklist Column Display form, it overrides the setting that was made on the Worklist. 7. To clear the manual settings and redisplay the default settings, click the Default Settings button. Tables to Monitor & Appear More Than Once If you load cases from more than one rule at a time, some columns may not display data. This can happen if the Rules do not include the same table to Monitor. Only the entries associated with the table being monitored by the rule appear on the activity line in the Worklist. For example, a Rule monitoring Risk Management Episodes when field chosen for display is Risk Disposition: Nothing displays in that field, even if it exists in the episode, because the Risk Disposition field is from the Risk Management Referrals level, not the Episode level. Whether the activity line displays complete data, partial data, or none at all depends on the Worklist rule that created the Worklist entry and the conditions specified in the rule. In addition, if the Appear More Than Once checkbox is not marked and data in more than one of the patient s episodes qualifies for the rule, the activity line does not display data. Figure 2: SmarTrack Worklist Columns based on Monitor