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Troubleshooting Your Automatic Referral System
Module 7 Overview
This module builds upon Module 5 which discussed how to build an automatic referral (AR) order set. Expert speakers will cover areas such as how to test the AR order set, prepare for go-live, and developing a data and monitoring plan.
Topics covered in this module include:
- Automatic referral testing.
- Staff training.
- Roll-out and reinforcement of automatic referral.
- Evaluation and improvement of automatic referral.
- Extending and spreading automatic referral use.
Suggested Audience
The target audiences for this session include:
- The CR QI team
- IT team
- Representatives of QI and data analytics teams
- Non-team cardiac clinicians
- Discharge planners
- Care coordinators
- Hospital leadership
It is important to note that the audiences listed above are a suggestion rather than a limitation. All are welcome to watch and review the module.
Learning Objectives
Upon completion of this module, attendees should be able to:
- Complete testing the AR order set in the EMR.
- Communicate, educate and support go-live.
- Develop a data and feedback monitoring plan
- Troubleshoot common problems that may arise.
Speaker Bios
University of Vermont Medical Center
Santa Barbara County Health Department
Provide feedback on this training module at TAKEheart@abtassoc.com.
Related Resources
American Association of Cardiovascular and Pulmonary Rehabilitation. Using Cardiac Rehabilitation Referral Performance Measures in a Quality Improvement System. https://www.aacvpr.org/Portals/0/Million%20Hearts%20Change%20Package/4.18.2018%20Files/SC-10-CRCP-Turnkey-Referral%20Measures%20in%20a%20QI%20System.pdf?timestamp=1524151390319. Accessed September 29, 2021.
American Association of Cardiovascular and Pulmonary Rehabilitation. Using Clinical Data Registries to Access Cardiac Rehabilitation Referral Data. https://www.aacvpr.org/Portals/0/Million%20Hearts%20Change%20Package/4.25.2018%20Files/R-37-CRCP-Turnkey-Using%20Registries%20for%20Referral%20Data.pdf?timestamp=1524684345848. Accessed September 29, 2021.
American College of Cardiology. Cardiopulmonary Rehabilitation Update to Department Managers. https://www.aacvpr.org/Portals/0/Million%20Hearts%20Change%20Package/4.11.2018%20Files/SC-6-CRCP-LRHS-CR%20for%20Dept%20Managers.pptx. Accessed September 29, 2021.
Cardiac Rehab Information for Physicians Webinar Series. https://www.acc.org/membership/sections-and-councils/prevention-of-cardiovascular-disease-section/section-updates/2018/10/30/15/57/cardiac-rehab-information-for-physicians-webinar-series. Accessed September 29, 2021.
Health Data Storytelling. From Numbers to Narrative. https://healthdatastorytelling.com/numbers-to-narrative-guide/. Accessed September 29, 2021.
HIMSS. Your Data Looks Good on a Dashboard. https://www.himss.org/resources/your-data-looks-good-dashboard. Accessed September 29, 2021.
Million Hearts. Cardiopulmonary Rehabilitation Presentation for Board of Trustees. https://www.aacvpr.org/Portals/0/Million%20Hearts%20Change%20Package/4.11.2018%20Files/SC-4-CRCP-LRHS-Board%20Presentation.pptx. Accessed September 29, 2021.
Million Hearts. Getting to 70% Cardiac Rehabilitation Participation: Action Steps for Hospitals. https://www.aacvpr.org/Portals/0/Million%20Hearts%20Change%20Package/4.24.2018%20Files/SC-3-CRCP-MH-Actions%20for%20Hospitals.pptx. Accessed September 29, 2021.
Million Hearts. Value-Based Insurance Design Opportunities for Cardiovascular Disease Prevention and Management. https://vbidcenter.org/million-hearts-webinar/. Accessed September 29, 2021.
PMC. Patients who do not complete cardiac rehabilitation have an increased risk of cardiovascular events during long-term follow-up. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7431499/. Accessed September 29, 2021.
Washington & Idaho Regional Extension Center. EHR Implementation with Minimal Practice Disruption in Primary Care Settings. https://www.healthit.gov/sites/default/files/ehr-implementation-wirec.pdf. Accessed September 29, 2021.
*This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education through the joint providership of the American Board of Quality Assurance and Utilization Review Physicians, Inc. (ABQAURP) and the American Hospital Association (AHA). ABQAURP is accredited by the ACCME to provide continuing medical education for physicians.
The American Board of Quality Assurance and Utilization Review Physicians, Inc. designates this live activity for a maximum of 1.0 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
ABQAURP is an approved provider of continuing education for nurses. This activity is designated for 1.0 contact hours through the Florida Board of Nursing, Provider # 50-94.
