Table 4. Description of Toolkit Components Tool Audience Purpose Description Guide for Safe Facility Team Provide rationale for the Short word document providing Transitions to and Patients toolkit, resources to essential information to support New and Care supplement skills, successful implementation of tools. Appointments Partners knowledge, and confidence, and implementation steps. ACF Team Educate team members on Short, narrated PowerPoint video for Facility Team Training how to implement toolkit all team members to view prior to PowerPoint based on opportunities for implementing the toolkit. Video improvement. Team Lead and Assess current practices in Excel workbook with tabs that Facility team patient and care partner correspond to key components of the Assessment members engagement to promote patient and staff tools. Responses to (PIA) safe transitions to new questions in the spreadsheet trigger clinicians. specific recommendations for facilities to consider when engaging patients and family members in care transitions. Appointment Patient and Prepare the patient and Word format booklet that Aide: Preparing Care Partner their care partner to think encourages patients to ask questions, for Your about and document communicate needs and preferences, Appointment questions and health and be an engaged team member. information in preparation The pages can be printed individually, for a new appointment. printed as an entire booklet, or incorporated directly into an after visit summary (AVS) or electronic health record (EHR). Team members are encouraged to help the patient review the questions in the Appointment Aide and document essential information and questions. Checklist to Facility Team Assist the team in Once the team is aware that the Prepare supporting the patient’s patient has a new health care Patients for efforts to be prepared for appointment, this two-page checklist New a new health care in Word format can be used to Appointment appointment. prompt team members to reinforce key steps that promote patient engagement and preparation.
Table 4. Description of Toolkit Components Tool Audience Purpose Description Guide for Safe Transitions to New Appointments Facility Team and Patients and Care Partners Provide rationale for the toolkit, resources to supplement skills, knowledge, and confidence, and implementation steps. Short word document providing essential information to support successful implementation of tools. ACF Team Training PowerPoint Video Facility Team Educate team members on how to implement toolkit based on opportunities for improvement. Short, narrated PowerPoint video for all team members to view prior to implementing the toolkit. Assessment (PIA) Team Lead and Facility team members Assess current practices in patient and care partner engagement to promote safe transitions to new clinicians. Excel workbook with tabs that correspond to key components of the patient and staff tools. Responses to questions in the spreadsheet trigger specific recommendations for facilities to consider when engaging patients and family members in care transitions. Appointment Aide: Preparing for Your Appointment Patient and Care Partner Prepare the patient and their care partner to think about and document questions and health information in preparation for a new appointment. Word format booklet that encourages patients to ask questions, communicate needs and preferences, and be an engaged team member. The pages can be printed individually, printed as an entire booklet, or incorporated directly into an after visit summary (AVS) or electronic health record (EHR). Team members are encouraged to help the patient review the questions in the Appointment Aide and document essential information and questions. Checklist to Prepare Patients for New Appointment Facility Team Assist the team in supporting the patient’s efforts to be prepared for a new health care appointment. Once the team is aware that the patient has a new health care appointment, this two-page checklist in Word format can be used to prompt team members to reinforce key steps that promote patient engagement and preparation.
safetransitions_finalreport.docx