Example Patient Workflow

While Patient is in the Waiting Room

  • Hang informative posters and display fliers on each of the measures
  • Ask the patient to complete a questionnaire to provide information on screening history

During Patient Check-In

  • The front desk reviews alerts for prevention services that are due.
  • Question patient about preventive care that may have been performed elsewhere (such as a flu shot, mammogram or colonoscopy).
  • Note response and question when and where if the answer is yes.
  • Highlight services that are needed and provide educational materials.
  • Make note of materials provided.
  • Use preventive care flow sheets and reminder stickers

During Visit

  • Physician questions patient about family history and previous screening.
  • Let patient know the benefits of screening
  • Schedule screening before the patient leaves the office.
  • Make note of the Quality-Data Code (QDC) Category for the action performed.

Refer to 2012 Physician Quality Reporting System Measures List for specifications about the prevention services that you are providing.

Examples:

Post Visit

  • The provider reviews what has been done regarding prevention services.
  • Staff assists the patient in scheduling follow up screening, or providing supplies for procedures done at home, such as FOBT/FIT screening.
  • Document education provided, orders, counseling, referrals, or prescriptions given.
  • Provide a visit summary, including prevention care recommendations and follow-up appointments, to the patient.
  • Provide a reminder card for future services scheduled

Tips for Consistent Follow-Through

  • Create a standing order for vaccinations as a way to ensure all eligible patients are properly vaccinated. As staff perform and document vitals and the patient history, a standing order would allow administration of needed vaccines. Staff should be comfortable discussing the provider’s position on vaccines (e.g., “All Dr. X’s patients are vaccinated unless there is a specific medical reason to not vaccinate. The vaccines can save your life—and if you’re around children, may prevent you from spreading disease to them. The pneumococcal vaccine protects against the bacterium that causes middle ear infection, sinus infections, pneumonia, blood stream infections and meningitis. These diseases occur year-round, unlike influenza.”) Vaccines or medical exclusions are documented.
  • Assign staff to ask if patient has questions after reading brochures or other educational materials.