Divine Savior Healthcare - Education Department - Nurse ...



Rehab Mentor/ Preceptor Checklist

| |Outpatient |

Name of Employee Area of Rehab

| | |

Job Code or Title Date of Employee Self-

Assessment

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Date of Director/Designee Assessment Date Validated by Director/Designee

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Minimum acceptable score expectation upon completion of this process for each competency

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0 = Incompetent 1 = Partially competent 2 = Competent 4 = Very competent 5 = Exceptionally competent

|COMPETENCY |Assessment on a |Education Provided |Competency Validated as Acceptable |

|EXPECTATION |Scale of 0-5 |if Needed |by Director/Designee |

|(Behavior or Skill) | |(Initial) |(Initial) |

| Self |Director or Designee | | | |Item location- focus on showing where items are stored, kept. | | | | | |Equipment use- focus on having preceptee try out equipment on own, set up, take down, apply on a staff member, etc. | | | | | |Phones/ Copy Machine/ Fax / Mail- assure preceptee is comfortable answering and placing calls, using copy machines, and has understanding of where communication and their mail will be found. Educate on phone list locations (online, intranet) and MD listing as well for access. | | | | | |Documentation Scribe- have preceptee be scribe for documentation entry to help master skills. Review documentation and provide feedback | | | | | |Abbreviation use- assure preceptee is aware of DO NOT use abbreviations and approved list (location should be shortcut on desktop) – discuss importance of minimizing abbreviations in plan of cares that are read externally and when hand off to another clinician to keep with approved listing | | | | | |Review Core Competency Checklist- utilize this list to help guide mentoring of items noted to not be competent and take time to watch items that are competent to assure skills on target. | | | | | |Competency Checklist- complete checklist using observation and/or discussion relative to opportunities presented- due within 1 month of hire. | | | | | |Evaluation skills- monitor skills in asking questions, performing testing, obtainment of objective data, overall communication skills with patient/ caregivers.

__Preceptee watches you

__You watch preceptee | | | | | |Next Day preview- show how to look at next day’s patients and get information on referral of what is expected (utilize EMR when possible for this) and how to review existing patient information if doing tx on other patients. | | | | | |Clinic note reviews- show how to access clinic information from GE system when DSH internal referral for OP care | | | | | |PACS access- show how to access radiology information/ results- coach on this info may have not yet been shared with patient from MD so to hold from sharing info. for OP care | | | | | |Evaluation documentation- evaluate content to assure evaluation paints a clear picture of deficits, need for skilled treatment, includes objective summary of findings and measurable goals to address with an effective plan for treatment laid out in written format. Assure you have mentor time to walk them through the first evaluation write up. Consider having them write up an evaluation of yours so they can work on the mechanics of the documentation without having the pressure of all of the components of evaluation tx.

__Preceptee reviews documentation of yours

__You review documentation of preceptee using peer review checklist | | | | | |Outcome tools- review location of where they are, how they are to be used, how to document in Functional Assessment/ Goals, handed in for data entry. | | | | | |Time management for evaluation- goal is 45 minutes maximum with patient, leaving time to write up information in 30 minutes post tx. | | | | | |Treatment skills- assure clinician engages with patient, obtains subjective information, does pre-tx assessment to help guide treatment plan and does post tx assessment to measure effectiveness. Assure clinician has explained what patient is to do or not do until next tx session

__Preceptee watches you

__You watch preceptee | | | | | |Treatment documentation- assure documentation content is accurate, SOAP elements complete, skills of clinician demonstrated, billing is accurate to what is documented.

__Preceptee reviews documentation of yours

__You review documentation of preceptee using peer review checklist | | | | | |Time Management for Tx- work to do point of care documentation- show copy complete functions, stress importance of making changes, show flow sheet options, review how to update goals with treatment. Goal is to have 75% or more of note complete by end of tx, only leaving assessment and plan sections for completion during note time. | | | | | |Patient Scheduling- focus on showing pre-scheduled appts for evaluation- reviewing this with patient, if changes, direct to utilize aide support.

| | | | | |Learning Scheduling-OP should be a skill that is not prioritized at first but by month 3, there is basic understanding of how to schedule and understanding of when to use an aide vs handle directly. | | | | | |Patient’s next appt- emphasize importance of how to look to see when next appt is and importance of telling patient what to expect at that appt. Emphasize gaps in care that are detrimental to patient’s progress particularly post surgical. | | | | | |Insurance Authorization- explain evaluation vs visit authorization- where to locate this info and stay on top of this. Utilize insurance guidelines provided in orientation packet to further educate on details (i.e. how Dean works vs Medicare, Medicaid) | | | | | |Patient Hand off- if next appt is with another clinician, explain strategies to hand off information on the patient to the next txing therapist to assure all in order using verbal, written forms. Same applies if discharging and going to next level of care (i.e. IP to Tiv) | | | | | |Patient No Shows- emphasize how to do no show call, after 2nd no show consecutive, how to manage with letter and removing further scheduled appts. | | | | | |Patient Frequent Cancels- focus on how to address with patient and alter schedule (reduce frequency, change schedule, etc) to assure attendance and compliance. | | | | | |Home Exercise Programs- show resources- MedBridge, Ex Pro, VHI Cards, handwritten, etc. Emphasize importance of giving patient responsibility at home, not doing home program as routine part of clinic visit and not being too overwhelming with exericses for home- add some, take some away, etc. Show how to document in charting | | | | | |Scanning- advise on what is necessary to be scanned or not scanned into the medical record and how to review scanned images in chart. | | | | | |Chart Notes- show how to do chart notes on patient’s charts for phone calls, non-billable visits, etc. Utilize this time to explain what is ok and not ok to leave on voice mails for patients to assure HIPPA is respected. | | | | | |Billing- review billing procedures with emphasis on the 15 minute rule. Discuss timed vs non-timed charges, evaluation levels, no charge items, etc. Assure preceptee is aware of resources to help with ICD-10 dx coding | | | | | |Braces/ DME- review how to issue braces, how to bill, fill out paperwork, fit, select, etc. Discuss brace walkover and crutch training and participate in this with another clinician. | | | | | |TENS- review location of demonstration units, how to perform evaluation/ tx, how to direct for obtainment, etc. | | | | | |Other DME we don’t offer- explain our Non-DME status and items like walkers/ w/c that must be obtained from DME providers- explain and give info on local providers, how to direct clients to them, info needed (MD order with recent MD visit). We can train with device (i.e. walker) here, and assist in fitting, but we don’t issue device. Explain how it works in care settings throughout DSH (IP vs Tiv vs OP, etc.) | | | | | |Plan of Care/ 30 Day Progress Reports- explain frequency of progress notes- minimum of every 30 days or every 10 visits whichever comes first. Review POC content, demonstration of objective changes, measurement of functional problems compared to evaluation, updates on goal. Use documentation checklist (like for evaluation) to help with review and feedback | | | | | |Pool Therapy- explain how to refer clients to pool, land evaluation and rechecks, pool letter given, impact of pool on tx. Have preceptee meet with aquatic based therapist for further details | | | | | |Rehab Aides- explain roles of rehab aides, how to sign up a rehab aide for tx support, use in scheduling and report obtainment. | | | | | |Provider Consultation – introduce preceptee to orthopedic doctors and their PA’s/ RN’s/ CMA’s and how to interact with them, ask questions, etc. Do the same for Dr. Oh and his team and assure when in IP to meet the hospitalists MD’s. Other MD’s explain how best to contact, what is expected in terms of contact, etc. Show resource with how to obtain phone number. | | | | | |Email- assure they understand how to access email for communication. | | | | | |Desktop shortcuts- assure preceptee has shortcuts for access of commonly used rehab helps readily uploaded. | | | | | |ABN Form- for care that will not be covered by insurance, assure preceptee is aware of how/ when to use ABN form prior to giving tx and to give form to insurance reps | | | | | |Check Requisition- assure preceptee knows how to use check requisition form (online completion) with focus on mileage and requesting continuing education | | | | | |Continuing Education- assure preceptee understands how to request continuing education. Resources to look at and internal staff recommendations for best courses to consider. | | | | | |Clinician Introductions/ Specialty Review- assure preceptee is educated on the skill sets of other clinicians in dept, particularly those with specific skills or abilities and how to utilize them to support tx. | | | | | |Other: | | | | | | | | | | | | | | | | | |

COMMENTS: ___________________________________________________________________________

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Retain for 3 years in Departmental Personnel File

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