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Research ArticleOriginal Research

Launching a Laboratory Testing Process Quality Improvement Toolkit: From the Shared Networks of Colorado Ambulatory Practices and Partners (SNOCAP)

Douglas Fernald, Mika Hamer, Kathy James, Brandon Tutt and David West
The Journal of the American Board of Family Medicine September 2015, 28 (5) 576-583; DOI: https://doi.org/10.3122/jabfm.2015.05.150028
Douglas Fernald
From the Department of Family Medicine, University of Colorado School of Medicine, Aurora (DF, MH, KJ, DW); and the Colorado Health Outcomes Program, University of Colorado School of Medicine, Aurora (MH, BT, DW).
MA
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Mika Hamer
From the Department of Family Medicine, University of Colorado School of Medicine, Aurora (DF, MH, KJ, DW); and the Colorado Health Outcomes Program, University of Colorado School of Medicine, Aurora (MH, BT, DW).
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Kathy James
From the Department of Family Medicine, University of Colorado School of Medicine, Aurora (DF, MH, KJ, DW); and the Colorado Health Outcomes Program, University of Colorado School of Medicine, Aurora (MH, BT, DW).
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Brandon Tutt
From the Department of Family Medicine, University of Colorado School of Medicine, Aurora (DF, MH, KJ, DW); and the Colorado Health Outcomes Program, University of Colorado School of Medicine, Aurora (MH, BT, DW).
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David West
From the Department of Family Medicine, University of Colorado School of Medicine, Aurora (DF, MH, KJ, DW); and the Colorado Health Outcomes Program, University of Colorado School of Medicine, Aurora (MH, BT, DW).
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    Table 1. Summary of Laboratory Testing Process Improvement Toolkit Contents
    SectionContent
    Background on Laboratory Testing and Patient Safety∙ Summary of the scope of laboratory testing in primary care
    ∙ Key points from the literature about laboratory testing, patient safety, and medical errors
    ∙ Examples of primary care laboratory testing process improvements
    Step 1: How Do We Get Started?∙ Quick self-assessment of laboratory issues in practice (checklist)
    ∙ Planning for a team to lead the improvement effort (checklist)
    Step 2: Priority Alignment∙ Tips for aligning laboratory process improvement efforts with practice priorities
    ∙ Priority alignment assessment (worksheet)
    Step 3: Making It Real & Preparing for Change∙ Tips for successful launch of the improvement effort
    ∙ “Preflight” communication reminders (checklist)
    Step 4: What Is Your Current Process for Laboratory Testing?∙ Overview of how to map current laboratory testing processes
    ∙ Process mapping guidance (step-by-step instructions and example)
    ∙ Steps to review the process map (checklist)
    Step 5: How Are You Going to Fix the Problem?∙ Step-by-step planning guide for developing and implementing an improvement plan (checklist)
    ∙ Improvement plan template (worksheet)
    Step 6: How Do You Know If You Made a Difference?∙ Importance of (and tips for) selecting metrics to evaluate the success of the improvement plan
    ∙ Measurement selection planning tool (checklist and worksheet)
    Step 7: Make the Change!∙ Planning tips for executing the improvement effort (worksheet)
    Step 8: Did We Improve Our Lab Testing Process?∙ Guidance on reviewing data and planning for next steps
    ∙ Steps to review and use improvement data (checklist)
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    Table 2. Laboratory Testing Process Improvement Activities Selected by Practices and Stage of Completion by Study End
    Clinic IDTesting PhaseQI Activity FocusToolkit Stage Completed
    Preanalytic
    21Test preparationImprove documentation of patient notification preferences and documentation of scheduled lab visits.Step 6
    22Test selectionImprove the identification of patients requiring repeat MRSA testing to reduce the number of patients remaining on an MRSA protocol list.Step 6
    1Test orderingReduce the number of lab tests rejected because of incorrect coding in electronic medical record.Step 3
    2Reduce the number of lab tests rejected because of incorrect coding in electronic medical record.Step 3
    5Reduce the number of incomplete laboratory orders sent from clinic.Step 7
    19Reduce the number of incomplete laboratory orders sent from clinic.Step 1
    3Specimen collectionImprove rate of completed specimen collection by using on-site phlebotomy.Step 8
    9Improve rate of completed specimen collection by using on-site phlebotomy.Step 6
    11Improve rate of completed specimen collection by using on-site phlebotomy.Step 7
    Postanalytic
    7Test result trackingReduce the number of lab tests ordered that are not reconciled with results that can be found in the medical record.Step 5
    8Improve patient notification processes and documentation to reduce calls from patients requesting test results.Step 5
    12Standardize the order tracking system to reduce number of missing labs requiring patient notification.Step 8
    16Improve the lab tracking process by implementing a review process for an EHR-generated report of outstanding lab tests.Step 5
    17Improve the lab tracking process by implementing a review process for an EHR-generated report of outstanding lab tests.Step 5
    20Improve the lab tracking process by implementing a review process for an EHR-generated report of outstanding lab tests.Step 8
    10Patient notificationStandardize patient notification processes to ensure 100% patient notification attempts of all laboratory test results.Step 7
    13Improve the timeliness of provider review of lab results to reduce number of patient calls.Step 7
    14Standardize the patient notification processes to ensure 100% patient notification attempts of all laboratory test results.Step 7
    15Improve the timeliness of provider review of lab results to reduce number of patient calls.Step 8
    18Improve the patient notification processes and documentation to reduce calls from patients requesting test results.Step 3
    4Did not selectDid not selectStep 4
    6Did not startDid not startDid not start
    • EHR, electronic health record; MRSA, methicillin-resistant Staphylococcus aureus; QI, quality improvement.

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The Journal of the American Board of Family     Medicine: 28 (5)
The Journal of the American Board of Family Medicine
Vol. 28, Issue 5
September-October 2015
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Launching a Laboratory Testing Process Quality Improvement Toolkit: From the Shared Networks of Colorado Ambulatory Practices and Partners (SNOCAP)
Douglas Fernald, Mika Hamer, Kathy James, Brandon Tutt, David West
The Journal of the American Board of Family Medicine Sep 2015, 28 (5) 576-583; DOI: 10.3122/jabfm.2015.05.150028

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Launching a Laboratory Testing Process Quality Improvement Toolkit: From the Shared Networks of Colorado Ambulatory Practices and Partners (SNOCAP)
Douglas Fernald, Mika Hamer, Kathy James, Brandon Tutt, David West
The Journal of the American Board of Family Medicine Sep 2015, 28 (5) 576-583; DOI: 10.3122/jabfm.2015.05.150028
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