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Page 1: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)
Page 2: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

Table of Contents: A. LEADER ROUNDING ON INTERNAL CUSTOMERS - TOOLS:

TOOL REFERENCE #

TITLE

LRIC1 Guidelines and Key Words

LRIC2 Rounding Standard

LRIC3 Competency Checklist - Individual

LRIC4 Competency Checklist - Summary

LRIC5 Rounding Log

LRIC6 Stoplight Report

LRIC7 Internal Customer Preference Card

LRIC 8 Sample Internal Communication (Example 1: From UAB)

LRIC 9 Sample Internal Communication (Example 2)

LRIC 10 Sample Support Service Survey (Example 1)

LRIC 11 Sample Support Service Survey (Example 2)

LRIC 12 Sample Support Service Survey (Example 3)

LRIC13 Example Support Service Survey Results

Page 3: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC1: GUIDELINES AND KEY WORDS (PAGE 1 OF 2)

Why and How

Rounding is a proactive activity conducted by leaders to evaluate performance and engagement, harvest reward and recognition, and identify trends and opportunities for improvement. Whether rounding with patients to verify clinical outcomes, with employees to increase engagement, or with areas served, rounding is a vital activity to keep one’s finger on the pulse of the areas for which they are responsible.

Rounding on internal customers (or on departments/areas served) is one of Studer Group’s Must Haves® because support and ancillary services play a vital role in the care delivered to patients. These areas take care of the people taking care of patients. Rounding by ancillary and support service department leaders is the tool that allows lines of communication to remain open and clear. It facilitates the removal of barriers so that caregivers are not being taken away from patient care to focus on non-patient care activities.

Just as the nurse is evaluated by patients and families with a formal tool such as the patient experience survey, the ancillary and support service departments are evaluated by an internally developed support services survey (this tool is also often called the interdepartmental or support card survey). Each of these survey tools provides a compliment to the rounding process by identifying areas of focus in which the leader will implement best practices to resolve. This will provide additional areas to validate progress on during rounds.

Key Words:

AIDET®:

A: Acknowledge, eye contact and say hello….

I: My name is <xxx> and I have worked in <dept.> for <x> years…

D: I will be rounding on you <state frequency> and wanted to spend:

If introductory round: about 30 minutes with you. After our first rounding session, each time will be about 10-15 minutes.

If follow-up/subsequent round: about 15 minutes with you.

If scheduling: When would be a good time for us to talk during the next week?

E: Our goal is to provide excellent service to you and will discuss specifically how to best help you serve our patients …

T: Thank you for your time today... “Your department is very important to us and to our patients…..”

Provide Examples of Improvements:

“Since I rounded with you last time, I wanted to highlight the following items/systems we have put into place based on feedback….”

An EVS Leader might say, “Since our discussion 2 weeks ago, I have rounded on patients in your unit 5 days. I am seeing improvement in the consistency with which our housekeeper is introducing herself to patients. I hope you are noticing this improvement as well.”

A Food Service Leader might say “Last month we discussed opportunity to improve on temperature of the food. We have begun checking temperatures on one tray from every cart as it leaves the kitchen, and one on every cart as it is delivered to the patient. It looks like your unit is having the most problem, because you are last to be delivered. We will confirm this in the next week and I will get back to you with our plans to address the issue by next week.

Page 4: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

“What is my department doing well?

“Is there anyone specific I can recognize for doing great work? What have they done?”

“What 1-2 things can my department do better? Any ideas on how we can improve?”

“Our department wants to respond in a timely manner and we are focusing to improve our timeliness.”

“Help us learn…”

Can you explain a time when you had to wait for response from our department?”, “Now tell me, when we did not respond in a timely manner, what do you typically wait to receive….?”

“Are there any other questions you have or anything else I can help with right now...?”

“Thank you for your time and for making [organization name] a great place to work.”

“I will be back in next month to talk again. If there is anything we can do before that time, please let me know.”

Key Actions:

PREPARATION:

Develop the Rounding plan for key customers – Who to round on and Frequency of rounds. Guidelines include:

Scope Frequency

Leaders include EVS, Materials, Pharmacy, Imaging, Lab, Food and Respiratory Care, others as needed ( i.e. IT, Biomedical Engineering)

Minimum expectation- 1 hour/week aligned with strategic imperatives, such as high volume/ high risk/interdepartmental survey results.

One hour should typically allow a leader to round in 4 departments each week once introductory rounds have occurred. These areas are rounded on most frequently.

All areas served will be rounded on periodically by cycling them in on a rotational basis with those rounded on routinely

Schedule an appointment or identify the best time of day for rounding. If you are rounding with a nurse manager, an appointment will be necessary. If you have determined the best person to round on is a health unit coordinator (HUC), ask her what time of day she is most likely to be able to spend 10-15 minutes with you. She will know when she has an opportunity to step away from the desk and have it covered by another team member. You might not need an appointment especially if the preferred people to round on are staff/ charge nurses and HUCS. Help them understand “best time of day vs. appointment”

For Initial Rounding on the Customer visit:

Use the rounding questions as outlined on Internal Customer Rounding Log

Page 5: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

Introduce the Customer Preference Card

Review with own staff and post in the department

Next Rounding Visits

Follow steps above

Review Preference Card and how well you and the staff are meeting the defined service expectation

Follow up with: Are there any other process or supply issues? What are your thoughts on how we can improve?

Schedule follow-up rounding appointment

Every 6 months review preference card and redefine customer expectations

Page 6: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS

LEADER ROUNDING ON AREAS SERVED

Pillar(s) to Move

Scope Frequency Validation Tools Comments

People

Quality

Service

Finance

Growth

Leaders include EVS, Materials, Pharmacy, Imaging, Lab, Food and Respiratory Care, others as needed (i.e. IT, Biomedical Engineering)

Minimum expectation- 1 hour/ week aligned with strategic imperatives, such as high volume/ high risk/ interdepartmental survey results.

One hour should typically allow a leader to round in 4 departments each week (however, if it is the first-time rounding in a specific area, 30 minutes should be allowed). These areas are rounded on most frequently.

All areas served will be rounded on periodically by cycling them in on a rotational basis with those rounded on routinely

Rounding logs are validated by review with supervisor during 1:1 meeting using monthly meeting model.

Monthly Meeting Model

Support Service Survey

Rounding Log

Accountability Report

90-day Plan

Preference Card or documentation of expectations

Person on inpatient unit rounded on may vary depending on information to be covered, i.e. nursing manager, charge nurse, unit secretary

Page 7: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC3: COMPETENCY CHECKLIST - INDIVIDUAL

Note: Competency Checklist to be used to validate leader’s skill in rounding on internal customers. Leader Name: ______________________________________ Unit/Area: _________________________________

STRENGTHS IDENTIFIED/RATING ESSENTIAL SKILLS

NEED TO FOCUS ON

IMPROVEMENT

AIDET®: Acknowledge, Introduce, Duration, Explanation and Thank you

Establish Rounding Expectations

Accomplishments: Review what has been accomplished

Collect Wins: What is my department doing well?

Harvest Recognition: Who from my dept. has impressed you lately? Why?

Opportunities: What can my department do better? Any ideas on how we can improve? (Provide timeline)

Focus areas:

If a support service survey is in place, identify specific areas from the survey process to address.

If your department is not surveyed, you can still assess key customer expectations.

Teamwork: Is there anything I can help you with?

Follow-up: Establish next rounding date and document the round

Appreciation: Thank you for your time & making a great place to work

STRENGTHS

IDENTIFIED/RATING

NEXT STEPS NEED TO FOCUS

ON IMPROVEMENT

A. What do you know about this internal customer?

B. What must you do with this information?

Who will you reward and recognize based on rounding? What are barriers/issues, etc. you need to resolve?

EVALUATION SUMMARY

Competent Evaluator Comments:

Repeat Skills Assessment

Expert Rounder

Would be a good mentor to others

Evaluator: ___________________________________________________ Date: ______________________

Page 8: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC4: COMPETENCY CHECKLIST – SUMMARY Note: This form allows reviewers to summarize the feedback /scoring of leader’s skill in rounding on internal customers. Each person’s performance can be recorded from the individual competency forms for easy reference and follow-up.

DATE NAME TITLE SUPPORT

DEPARTMENT

COMPETENCY MET?

YES/NO

SKILL REASSESSMENT

COMMENTS

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

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31

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35

Page 9: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC5: ROUNDING LOG

Date: _____________ Unit rounded on: ________________________ Manager Name: ______________________

Baseline Rating on Support Service Survey: ________________________________________

Current Rating on Support Service Survey: ________________________________________________

AREAS OF FOCUS:

STEPS KEY WORDS AND GUIDE COMMENT / NOTES

AIDET®: Acknowledge, Introduce, Duration, Explanation (“Why” behind rounding), and Thank you

A: Acknowledge, eye contact and say hello…. I: My name is <xxx>and I have worked in <dept.> for <x> years… D: I will be rounding on you <state frequency> and wanted to spend about <amount of time (30 minutes for introductory round; 10-15 for subsequent rounds)> with you today…. E: Our goal is to provide excellent service to you and will discuss specifically how to best help you serve our patients … T: Thank you for your time today...

Accomplishments: Review what has been accomplished

Ex: “Since <date>, when I rounded with you last, I want to highlight the following items/systems put into place based on feedback….”

Collect Wins: What is my department doing well?

Ex: “What is our department doing well?

Harvest Recognition: Who from my dept. has impressed you lately? Why?

Ex: “Is there anyone specific I can recognize for doing great work? What have they done?”

Service Level Expectations Ex: “When we reviewed our support services survey feedback, we noticed…” “Can you tell me how we can provide better service in that area?”

Opportunities: What can my department do better? Any ideas on how we can improve?

Ex: “What is one thing you would like us to address right now? OR “What 1-2 things can my department do better? Any ideas on how we can improve?“ (provide timeline)

Is there anything I can help you with? Ex: “Is there any other questions you have or anything else I can help with right now?”

Follow-up: Establish next rounding date and document the round

Ex: “I will be back <date> to talk again. If there is anything we can do before that time…”

Appreciation and Thanks Ex: “Thank you for your time …”

Page 10: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC6: STOPLIGHT REPORT

Note: The Stop Light Report is a way to communicate in writing how the ideas/concerns harvested in rounding are dealt with. It is excellent to place on communication boards and to use during your rounds. Green Light items are things that have been addressed and are complete. Yellow Light items are things in progress. Red Light items are those issues or ideas that cannot be done with the reason why.

Department/Unit Supported by: Date:

GREEN/COMPLETE YELLOW/WORK IN PROGRESS RED/CAN’T COMPLETE AT THIS TIME

AND HERE’S WHY

Page 11: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC7: INTERNAL CUSTOMER PREFERENCE CARD

Department: ___________________________________________________ Date: ___________________

Customer Names: ______________________________________________________________________________

What three things can we do to ensure that we meet your expectations in providing excellent/very good service to you and your department?

1.

2.

3.

What is one item you would like to have improved?

To be successful, these are the things we need from you and your team:

1.

2.

3.

Date of next Rounding: __________________________________________

Date of Update of Preference Card: _____________________________________________

Page 12: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC8: SAMPLE INTERNAL COMMUNICATION (EXAMPLE 1: UAB)

Reaching for Excellence in Action

Reaching for Excellence. Interdepartmental Rounding. You may have heard these or similar terms in town hall meetings or seen them on posters. To give you an idea of how these tools and initiatives affect both you and UAB patients, here’s the breakdown of recent activity. The Background AMC 21 is UAB Medicine’s strategic plan put in place so that UAB will become the preferred Academic Medical Center (AMC) of the 21st century (21). Reaching for Excellence (RFE), simply put, is the leadership development piece of the AMC 21 puzzle. Guiding and measuring successes of RFE is its steering committee. Members of the committee include: Committee Chairman Rodney Tucker, MD; Jeanetta Keller, PhD; Chris Brainard; Scott Buchalter, MD; Mike Waldrum, MD; Velinda Block, DNP, RN, NEA-BC; Marty Box; Reid Jones; Pam White; Brian Spraberry; and Anthony Patterson. Through development tools and progressive training, RFE will increase communication between department leaders, thus enhance employee performance, and ultimately improve patient- and family-centered care. The Survey In May 2011, for the first time in UAB Medicine history, 800 faculty leaders were asked by the RFE Steering Committee to complete an Interdepartmental Survey in which they evaluated 85 departments that don’t receive direct feedback from UAB patients. From the 800 leaders asked to participate, 504 responded. “We are very excited to begin getting feedback from our internal customers so that we can make improvements in the services we deliver,” says Keller. “We will be doing the survey twice a year and will add additional departments over time.” Why an internal survey? According to Keller and members of the steering committee, the survey was designed to increase collaboration between operational and support areas (departments directly serving patients and their families with departments serving internal customers and patients through support of other departments) with goal of identifying areas of improvement, celebrating successes, and recognizing employees. The Next Steps As a direct response to survey results, the RFE Steering Committee has developed a plan called Interdepartmental Rounding. First, department heads meet with leaders who rated their department a 3 or below (on a 5-point scale) in one or more survey categories. From there, improvement ideas are discussed and feedback is documented in “rounding logs.” Each department head then submits an action plan for approval, and, once the plan is approved, the department head has 90 days to put the plan into action. The Ultimate Goal “Ultimately over a period of time, the underlying goal of Reaching for Excellence is to hardwire evidence-based tools that change the manner in which we interact with each other as healthcare professionals,” Tucker says. “Rounding for engagement, interdepartmental rounding, rounding on patients, etc., are all tools that standardize and apply accountability to our actions with the ultimate goal of improved patient safety, quality of care, and the entire patient and family satisfaction with their experience.”

Page 13: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors.

Leader Rounding on Internal Customers Toolkit

LRIC9: SAMPLE INTERNAL COMMUNICATION (EXAMPLE 2) Dear Leaders, We are embarking on a new internal customer survey and would appreciate your assistance in providing feedback to the departments that support you and your team. In order to get the maximum value from the survey, we need your help. We are asking you to complete a quarterly survey to evaluate the following departments on communication, attitude, responsiveness and accuracy based on your interactions in the last 90 days. The time period is important as we want to ensure that we are evaluating the most recent interactions you have had with our teams. If you have not had the opportunity to interact with our department in the last 90 days, please mark N/A so that we can obtain reliable feedback based on recent performance. Please know that this is an evaluation of the whole department, not just the leader of that department. We will share our results and opportunities with our team so that everyone can be involved in solutions to provide the very best service. The survey result with be included in the evaluation of the department leader just as patient perception results are on many of your evaluations. The first survey to establish our baseline will launch on XXXX and close on XXXX. Future surveys will launch on the 1st of April, July, and September and remain open for two weeks. Just as many of you receive feedback from your patients, we want feedback from you as our customers. Our goal is to provide the highest level of support and an “always” culture. We appreciate positive feedback and recognition for any team member that is providing excellent service to you. We will use your feedback to recognize and reward our team just as you use patient comments to recognize your team members. If we aren’t providing the highest level of support, we ask you to provide one specific thing we could do to improve in the comment section. The survey is not anonymous because we want to know who is providing feedback so that we can follow up on any concerns and address them promptly and do service recovery just as you would do with patients and families. It is also important that you gather information from your team about our support so that we get feedback from everyone. We request that you discuss the survey process with your team and gather their feedback to share with us on the survey. We are only surveying leaders so you are the voice of your team. Definitions of these terms are as follows: Communication My team communicates with you effectively. Attitude My team treats you with courtesy and respect. Responsiveness My team meets your needs with the appropriate sense of urgency based on the priority of your

request. Accuracy My team provides consistent and reliable services with appropriate follow up. Responses:

Always

Usually*

Sometimes*

Never*

N/A (please choose N/A if you have not interacted with this department in the last 90 days.) *If you cannot rate “Always”, please provide one thing the department can do to improve. Please let us know if you have questions that we can answer about this new process.

Page 14: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors

Leader Rounding on Internal Customers Toolkit LRIC10: SAMPLE SUPPORT SERVICE SURVEY (EXAMPLE 1) Note: Below is an example of a support service survey from a large, multi-region system. The system has a formal process of surveying end users (leaders of clinical departments) for each of their ancillary / support departments. Leaders of clinical departments’ rate, on a scale based on CAHPS survey ratings (with top box results being reported) how well these key customer needs are met. Results of these surveys are a goal for Ancillary/ Support department leaders in their Annual Evaluation. Organizations throughout the entire system are utilizing this survey in order to compare performance across sites in an ‘apples to apples’ fashion. Each service department is responsible for creating their description of services; that is the only area of the survey that is customizable from site to site.

Support Services Survey Please evaluate the following departments on communication, attitude, responsiveness and accuracy based on your interactions in the last 90 days. Definitions of these terms are as follows: Communication My team communicates with you effectively. Attitude My team treats you with courtesy and respect. Responsiveness My team meets your needs with the appropriate sense of urgency based on the

priority of your request. Accuracy My team provides consistent and reliable services with appropriate follow up. Responses:

Always

Usually*

Sometimes*

Never*

N/A (please choose N/A if you have not interacted with this department in the last 90 days.) *If you cannot rate “Always”, please provide one thing the department can do to improve. Department descriptions:

Security: Provide secure environment; ensures safety of staff; monitors activities; includes protection of staff from external threats

Environmental Services (EVS): Provides a clean environment for patient care areas and non-patient care areas

Plant Operations/Facilities: Provides a safe environment for patients, visitors, physicians, and staff by providing repairs and maintenance for all departments based on submitted work orders

Radiology: Provides timely imaging services and final reports to providers for ED, OR and nursing units

Physical Medicine: Evaluates, treats and educates patients on therapy services (PT, DT, ST) on all units based on physician orders

Page 15: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors

Leader Rounding on Internal Customers Toolkit

Lab: Draws blood, test samples and communicates results for inpatient and outpatients

Guest Services: Supports improvement of patient experience through PI, complaint management and proactive rounding

Volunteers: Prepares volunteers to assist departments with discharges, deliveries, and staffing of gift shop

Respiratory: Administers RT modalities to patients based on physician orders

Hospitalist Service: Provides hospitalist oversight of patient-centered cost effective care, collaboratively working with PCPs to maintain continuum of care

Quality: Accreditation & certification survey preparation; medical peer review; process improvement; core measure coordination; and regulatory compliance activities

Staffing Coordinator; House supervisors and float pool: Coordinate floats to areas of competency for staffing; overall oversight of hospitality and flow of admissions; assists with staffing & sick calls & communicates agency needs

Pharmacy: Assures safe & appropriate use of drugs, dosing, and validates accuracy of orders.

Food Services: Provides food services for employees and patients, and collaborates with dieticians to assess nutritional needs of patients

Medical Staff Office: Prescreening of all credentialing requirements for medical staff & AHPs; follow up to applicants; preparation of credentialing packets for approval; facilitate and analyze collaborative policies (administrative) approval process by appropriate medical staff

Human Resources: develop, advise on and implement policies relating to the effective use of personnel within an organization (such as working practices, recruitment, pay, conditions of employment, negotiation with external work-related agencies, and equality and diversity)

Page 16: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors

Leader Rounding on Internal Customers Toolkit

LRIC11: SAMPLE SUPPORT SERVICE SURVEY (EXAMPLE 2) The majority of Studer Group partners utilize an electronic surveying tool for their Support Service Survey, however, following is an example of what a paper tool might look like if implemented.

N/A Never Sometimes Usually Always What can this department do to improve (please make sure to answer for categories not rated ‘always’)?

Security Communication

Attitude

Responsiveness

Accuracy

N/A Never Sometimes Usually Always What can this department do to improve (please make sure to answer for categories not rated ‘always’)?

EVS Communication

Attitude

Responsiveness

Accuracy

N/A Never Sometimes Usually Always What can this department do to improve (please make sure to answer for categories not rated ‘always’)?

Plant Ops/Facilities

Communication

Attitude

Responsiveness

Accuracy

N/A Never Sometimes Usually Always What can this department do to improve (please make sure to answer for categories not rated ‘always’)?

Radiology Communication

Attitude

Responsiveness

Accuracy

Page 17: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors

Leader Rounding on Internal Customers Toolkit

LRIC12: SAMPLE SUPPORT SERVICE SURVEY (EXAMPLE 3)

What Department Are You Representing?

Accounting: Maintain financials for hospital; provide support and analysis related to hospital financial operations for hospital officers, directors, and managers

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Admitting: Responsible for activating patients in the system and adjusting patient accounts

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

BioMed: Provides maintenance and repair services for equipment

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Case Management: Work with care coordination team to assess, plan, and evaluate the options and services required to meet the patient’s health and human service needs

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Page 18: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

© 2012-2016 The Studer Group L.L.C. All rights reserved. Proprietary and Confidential. Use and distribution prohibited except through written agreement with Studer Group. Trademarks used in this document are registered or unregistered trademarks of Studer Group or its licensors

Leader Rounding on Internal Customers Toolkit

Education: Provides comprehensive education, staff development and training services to employees

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Environmental Services (EVS): Provides a clean environment for patient care areas and non-patient care areas

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Food Services: Provides food services for employees and patients, and collaborates with dieticians to assess nutritional needs of patients

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

HIM: Maintains a safe and controlled environment for patient records. HIPAA standards are maintained to assure privacy and security of these records

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

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Leader Rounding on Internal Customers Toolkit

Human Resources: Helps hire, develop, and retain the team that is best able to achieve division and facility goal

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Infection Control: Protects patients, visitors, staff and physicians from infections. Conducts education and surveillance for the prevention and control of infections.

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

IT&S: To enable the business through the use of technology to serve our Patients, Physicians, Family Members and our Employees

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Lab: Draws blood, test samples and communicates results for inpatient and outpatients

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Page 20: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

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Leader Rounding on Internal Customers Toolkit

Materials Management: Responsible for purchasing and managing health care supplies and equipment

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Pharmacy: Assures safe & appropriate use of drugs, dosing, and validates accuracy of orders

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Physical Therapy, Occupational Therapy, & Speech Therapy: Evaluates, treats and educates patients on therapy services (PT, OT, ST) on all units based on physician orders

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

PICC Team: Provides in-hospital insertion of PICC lines in an environment, and manner, that adheres to infection control and prevention guidelines

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

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Leader Rounding on Internal Customers Toolkit

Plant Operations: Provides a safe environment for patients, visitors, physicians, and staff by providing repairs and maintenance for all departments based on submitted work orders.

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Quality, Risk Management, & Regulatory: Accreditation & certification survey preparation; medical peer review; process improvement; core measure coordination; and regulatory compliance activities

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Radiology: Provides timely imaging services and final reports to providers for ED, OR and nursing units

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Respiratory: Administers RT modalities to patients based on physician orders

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Page 22: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

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Leader Rounding on Internal Customers Toolkit

Security: Provide secure environment; ensures safety of staff; monitors activities; includes protection of staff from external threats

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

Transport: Provides patient transportation in a safe and efficient manner

Always Usually Sometimes Never N/A If you cannot rate “Always,” please provide one thing the department can do to improve:

Communication

Attitude

Responsiveness

Accuracy

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Leader Rounding on Internal Customers Toolkit

LRIC13: EXAMPLE SUPPORT SERVICE SURVEY RESULTS

Food Services: Provides food services for employees and patients, and collaborates with dieticians to assess nutritional needs of patients.

Answer Options Always Usually* Sometimes* Never* N/A Response Count

Top Box

Communication 28 1 0 0 4 33 96.6%

Attitude 29 0 0 0 4 33 100.0%

Responsiveness 27 2 0 0 4 33 93.1%

Accuracy 25 3 0 0 5 33 89.3%

*If you cannot rate "Always", please provide one thing the department can do to improve. 5 94.7%

answered question 33

skipped question 0

Number Response Date *If you cannot rate "Always", please provide one thing the department can do to improve.

Categories

1 Jan 8, 2015 3:56 PM Slow to deliver trays at times.

2 Jan 8, 2015 3:40 PM Patient trays

3 Dec 17, 2014 3:31 PM occasional mix ups with thickener/thickened liquids on trays

4 Dec 17, 2014 3:27 PM Better communication around special event planning.

5 Dec 16, 2014 10:56 PM

We have a great team in FANS.

12. IT&S: To enable the business through the use of technology to serve our Patients, Physicians, Family Members and our Employees

Answer Options Always Usually* Sometimes* Never* N/A Response Count

Top Box

Communication 26 6 1 0 0 33 78.8%

Attitude 28 4 1 0 0 33 84.8%

Responsiveness 24 7 2 0 0 33 72.7%

Accuracy 29 3 0 0 1 33 90.6%

Page 24: Leader Rounding on Internal Customers Toolkit · Leader Rounding on Internal Customers Toolkit LRIC2: ROUNDING STANDARD –INTERNAL CUSTOMERS LEADER ROUNDING ON AREAS SERVED Pillar(s)

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Leader Rounding on Internal Customers Toolkit

*If you cannot rate "Always", please provide one thing the department can do to improve. 11 81.7%

answered question 33

skipped question 0

Number Response Date *If you cannot rate "Always", please provide one thing the department can do to improve.

Categories

1 Jan 8, 2015 10:44 PM Slow to respond on some issues. Barcode scanner issues reported by staff member over a month ago-still not corrected (reconfigure barcodes)

2 Jan 8, 2015 3:56 PM Response to requests often seems to delay.

3 Jan 7, 2015 9:21 PM In-house IT department excellent. Help Desk is not as responsive.

4 Dec 29, 2014 4:15 PM I think everyone would like to have better local communication with the techs to resolve minor, but (seemingly) urgent issues rather than wait to have to go through the system.

5 Dec 22, 2014 5:55 PM Cannot always contact get response in house.

6 Dec 19, 2014 7:01 PM Have a better attitude when staff request service

7 Dec 19, 2014 2:22 PM They are spread too thin.

8 Dec 18, 2014 7:30 PM This department could keep you updated on the status of a work order or why they haven't gotten to a work order better.

9 Dec 17, 2014 3:31 PM sometimes have to call IT&S a second time to correct an issue, usually very good

10 Dec 17, 2014 12:35 PM

Not always sure when work orders have been accepted. Would prefer contact with in-house IT&S for service.

11 Dec 16, 2014 10:56 PM

Work with a proactive mindset.