Proactive Encounter One Step Ahead

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Proactive Office Encounter Team Agreement For Provider – MA/LVN/RN “Our Cause is Health. Our Passion is Service. We’re Here to Make Lives Better” Provider: Medical Assistant/LVN/RN: Meeting Date: _______________________ We share responsibility for providing an outstanding care experience for our members, outstanding clinical care, outstanding performance in panel management/clinical goals, outstanding performance as a partner team/team member, and an outstanding working experience for our team. Ground Rules for Team Agreement Meeting This team agreement serves to enhance communication between the provider and medical assistant, LVN, or RN. During this meeting, we ask that team members treat each other with respect and remain open to new ideas. Use positive verbal and nonverbal feedback by asking rather than demanding. This is an opportunity for each team member to express their needs clearly. It should be based on a collaborative approach versus a “top-down” approach. Instructions: 1. Meet together and determine what is important to your practice. 2. Review “sample” team agreement and use as a guideline for your meeting. 3. Below are statements that allow you to discuss your role(s) as it relates to POE. Discuss your roles using the sample document to assist you. 4. Review and revise at agreed intervals. This living document serves to clarify the goals, roles, and procedures, as necessary, for effective teamwork. 1. How do we start the day? 2. Practice Guidelines and Documentation (Chief Complaint, Vital Signs, Medical and Social History, Demographics, Allergies, and Medications) Provider MA/LVN/RN 18 Confidential & Proprietary
Proactive Encounter Tools Administrative Tools ‣Suggested Team with Roles and Responsibilities ‣Proactive Care Readiness Check List ‣Chart Review Tool ‣Workflow Efficiency Audit Tool ‣Physician Survey 19 Confidential & Proprietary
Page 1 and 2: Proactive Encounter One Step Ahead:
Page 3 and 4: Target Population • All members i
Page 5 and 6: Presentation Agenda • Development
Page 7 and 8: Proactive Encounter Patient Story
Page 9 and 10: Clinical Outcome - Hospitalizations
Page 11 and 12: Partnership to Performance: Expecte
Page 13 and 14: Intervention Design - Key elements
Page 15 and 16: Building Blocks of Proactive Care P
Page 17: Standard Work Flow 17 Confidential
Page 21 and 22: Physician Survey 21 Confidential &
Page 23 and 24: POE Skills Inventory 23 Confidentia
Page 25 and 26: Proactive Care Tab Access to POE Ch
Page 27 and 28: POE Encounter Checklist Display 27
Page 29 and 30: Proactive Encounter Pediatrics Chec
Page 31 and 32: Proactive Encounter SmartTools
Page 33 and 34: Adult Proactive Encounter Documenta
Page 35 and 36: Proactive Encounter Tool Percent Ut
Page 37 and 38: Proactive Encounter in Urgent Care
Page 39 and 40: Implementation Roadmap 39 Confident
Page 41 and 42: Future: More Proactive Encounter wo
Page 43 and 44: Complete Care Experience 43 Confide
Page 45 and 46: Success Factors - What practices an
Page 47 and 48: Proactive Encounter Patient Story
Page 49: Contacts Kristen Andrews Proactive

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