Sample meeting minutes Insert clinic name Quality, Efficiency and Satisfaction (QE&S) meeting minutes Date: January 13, 2015 Location: Conference room A 7am 8 am Time: – Minutes prepared by: Xavier Chair: Mary Timekeeper: Rajan Attendees: Julie, Dr. Smith, Greg, Sally Agenda Description Due Status item Check-in Mary’s son finished his college applications last week. Complete Rajan was able to order a patient’s overdue mammogram during a recent visit, catching early breast cancer. The Shout-out Complete patient wrote a letter thanking him for helping her schedule the appointment! The team will continue to add the reason for discontinuing Started Ongoing Nurses medications in patient charts. 1/6/15 The Annual Wellness Visit form was modified to meet practice needs. It passed the team’s visual management Adopted by all, review, and it will start being used after the meeting. IT is and 1/13/15 ongoing working on integrating the new format into the EHR. Mary Feedback for continued improvements can be shared with Julie and Mary. Julie and Xavier Julie and Xavier presented the new collaborative care will continue to initiative. They shared the introductory script to guide communication with patients and gave an overview of the Julie work with Dr. New review process for chronic diseases and pre-visit lab and 2/2/15 Smith to develop. business results. The action plan will continue to be used for Xavier They will present patients as needed. The target activation date is Monday, at the team February 2nd. meeting on 1/27. Greg gave a briefing on apnea. The team learned about what symptoms patients might be experiencing, Education administering the Epworth sleepiness scale, Complete Greg 1/13/15 when to involve the physician and other conditions often confused with sleep apnea. Chair: Julie Roles at next Recorder: Sally meeting Timekeeper: Dr. Smith Attach documents shared with team at the meeting: Revised Annual Wellness Visit form Collaborative care update Sleep apnea education Source: AMA. Practice transformation series: team meetings. 2015.
Sample meeting minutes Insert clinic name Quality, Efficiency and Satisfaction (QE&S) meeting minutes Date: January 13, 2015 Location: Conference room A Time: 7am – 8 am Minutes prepared by: Xavier Chair: Mary Timekeeper: Rajan Attendees: Julie, Dr. Smith, Greg, Sally Agenda item Description Due Status Check-in Mary’s son finished his college applications last week. Complete Shout-out Rajan was able to order a patient’s overdue mammogram during a recent visit, catching early breast cancer. The patient wrote a letter thanking him for helping her schedule the appointment! Complete The team will continue to add the reason for discontinuing medications in patient charts. Nurses Started 1/6/15 Ongoing The Annual Wellness Visit form was modified to meet practice needs. It passed the team’s visual management review, and it will start being used after the meeting. IT is working on integrating the new format into the EHR. Feedback for continued improvements can be shared with Julie and Mary. and Mary 1/13/15 Adopted by all, ongoing New business Julie and Xavier presented the new collaborative care initiative. They shared the introductory script to guide communication with patients and gave an overview of the review process for chronic diseases and pre-visit lab results. The action plan will continue to be used for patients as needed. The target activation date is Monday, February 2nd. Julie and Xavier 2/2/15 Julie and Xavier will continue to work with Dr. Smith to develop. They will present at the team meeting on 1/27. Education Greg gave a briefing on apnea. The team learned about what symptoms patients might be experiencing, administering the Epworth sleepiness scale, when to involve the physician and other conditions often confused with sleep apnea. Greg 1/13/15 Complete Roles at next meeting Chair: Julie Recorder: Sally Timekeeper: Dr. Smith Attach documents shared with team at the meeting: Revised Annual Wellness Visit form Collaborative care update Sleep apnea education Source: AMA. Practice transformation series: team meetings. 2015.
10.1001stepsforward.2017.0007supp5.docx