clinical research center optimization initiative

Clinical Research Center Optimization Initiative

New Scheduling Process and ToolJune 6, 2014

Agenda

Lana Howard CRC Nurse Manager

Overview of CRC Optimization Process & New Scheduling Process

Jennifer Adams VICTR Administration

New Scheduling Tool

Questions

Institutional financial pressure

CTRC expansion to Community

NCRR to NCATS

RFA changes (different functions)

Program income requirement

Space changes

CTSA NGA reduction

3CRC Town Hall_042814

CRC Pre-Visit Workflow Activities Snapshot

Approved Finance Billing Plan

Orders should reflect approved Finance Billing Plan

1) Patient visit specific order set reflects approved Finance Billing Plan; 2) Complete StarPanel Research Reg. Form

EPIC Check-In by CRC Med. Rec. - w/EPIC labels

Pre-Visit Activities

CRC Town Hall_042814 18

What’s New? 1) 3 business days for inpt and outpt schedule request; 2) Study Visit request matches time point in approved billing intention; 3) Orders can be uploaded; 4) CRC will create a MRN for users, if needed, via the enhanced scheduler system

Why? To streamline data sources into one system; Ensure resources and staffing availability; billing compliance

Value? 1) Improves CRC daily resource planning which ultimately improves service to PI’s/research staff; 2) Improves charge reconciliation post visit

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What’s New? 1) EPIC patient registration for every outpatient visit using CRC space and/or personnel; 2) Outpatient Red Cards will be replaced with EPIC labels.

Why? 1) Elimination of outdated outpatient paper processes; 2) Improve proper identification of billing accounts and routing of charges.

Value? Improved charge capture and billing compliance

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CRC Access Center Team Members

CRC Nurse Manager & Assistant Manager Lana Howard, Deloris Lee

CRC Nurses Shelia Beavers, Lamar Bowman, Samantha Saalwaechter, and Crystal Rice

CRC Scheduling & Check-In Staff Carol Sisco, Annette Lantz, Connie Dotye, Shela Williams

CRC Technical Staff JoAnn Gottlieb, Regina Tyree

VICTR Operations Terri Edwards

VICTR/SRC Administrative Staff Jennifer Adams, Stacy West