Master Checklist A. STRIVE Line:

Transcription

1 Nursing Home: Study Date: STRIVE D. Lead Data Monitor: AFTER COMPLETING THE STUDY, PLEASE INDICATE: How many laptops were used in this study? 1 2 Which days will the therapy staff use the paper tool? Fri Sat Sun Mon STRIVE Line: _Checklist A_V17.doc 05/23/07 Page 1 of 8

2 Lead Data Monitor: This checklist serves as a guide to tasks that need to be completed each day. The order in which some tasks occur may vary by facility. The letter in the Task ID column corresponds with a more detailed narrative description in the STRIVE Resource Manual. The Assigned to column is used to delegate tasks and identify the individual Data Monitor to whom the task may be assigned. The check mark ( ) column tracks the completed tasks. Please return this completed form in the Accordion Folder package at the end of the week. M O N D A Y A. Meet nursing home contact person and pick up Lead Data Monitor accordion folder package B. Meet key staff; make introductions, determine which facility staff member will provide daily updated resident rosters and staff schedules. C. Take site tour. D. Organize workspace; set up equipment. E. Check laptops and PDAs. F. Import new master database to laptop. G. Check facility profile. H. Collect updated resident and staff rosters from facility s designated contact and enter into laptops; review payer source changes. Complete the laptop update tracking form. Download updated information to PDAs and place on chargers. Complete the PDA update tracking form. J. Train therapy staff on PDAs as they have time; complete PDA Sign Out/Sign In Log, start practice data collection. Train therapy manager on paper tool. N. Collect next day (or rest of week) staff schedules from the facility s designated contact and write them on the PDA Sign Out/Sign In Logs L.a. Meet with facility administration to deliver Culture Change, IT survey and business office information. M.a. Monitor therapy staff practice data collection. Resolve gaps and other time issues. R. Train evening shift nursing staff on PDAs as they have time; complete PDA Sign Out/Sign In Log; start practice data collection. 14_Checklist A_V17.doc 05/23/07 Page 2 of 8

3 M O N D A Y Collect PDAs from therapy; upload PDAs; resolve gaps and other time issues; download rosters when necessary; complete PDA Sign Out/Sign In Log, place PDAs on chargers. P. M.a. Monitor evening shift practice data collection. Resolve gaps and other time issues. R. Train night shift nursing staff on PDAs as they have time; complete PDA Sign Out/Sign In P. M.a. Log; start practice data collection. Collect PDAs from evening shift nursing staff; upload PDAs to laptops; resolve gaps and clean and place PDAs on chargers. Monitor night shift practice data collection. P. Clean all available PDAs and place on chargers. Q.b. Back up laptops; burn CD; store CD out of facility. Initial and date backup CD. Q.c. Leave 1 or 2 PDAs for night shift staff to use if malfunctions occur. Leave LDM phone number, if possible. Leave flipcharts for reference. 14_Checklist A_V17.doc 05/23/07 Page 3 of 8

4 T U E S D A Y Collect PDAs from night shift; upload PDAs to laptops; Check night shifts time from the night before; resolve gaps and other time issues; download rosters when necessary; complete PDA Sign Out/Sign In Log, place PDAs on chargers. S. Issue PDAs to therapy staff; complete PDA Sign Out/Sign In Log, start live data collection. Train staff members not previously trained. R. Train day shift nursing staff; issue PDAs; complete PDA Sign Out/Sign In Log; start practice data collection. T. Train non-therapy ancillary staff on PDAs as they have time; complete PDA Sign Out/Sign In Log, start practice data collection. H. Collect updated resident and staff rosters from facility s designated contact and enter into laptops; review payer source changes. Complete the laptop update tracking form. Download resident and staff rosters to PDAs, Complete the PDA update tracking form. M.a. Monitor day shift nursing staff and non-therapy ancillary staff practice data collection. Resolve gaps and other time issues. M.b. Monitor therapy staff live data collection. Resolve gaps and other time issues. N. Collect next day staff schedules from the facility s designated contact and write them on the PDA Sign Out/Sign In Log. U. Issue PDAs to evening shift staff; complete PDA Sign Out/Sign In Log; start live data Collect PDAs from day shift nursing staff; upload data to laptops; resolve gaps and other time issues; download rosters when necessary; complete PDA Sign Out/Sign In Log, place PDAs on chargers. Collect PDAs from therapy and non-therapy ancillary staff; upload PDAs; resolve gaps and place PDAs on chargers. M.b. Monitor evening shift live data collection. Resolve gaps and other time issues. U. Issue PDAs to night shift staff; complete PDA Sign Out/Sign In Log; start live data 14_Checklist A_V17.doc 05/23/07 Page 4 of 8

5 T U E S D A Y Collect PDAs from evening shift nursing staff; upload PDAs to laptops; resolve gaps and clean and place PDAs on chargers. M.b. Monitor night shift live data collection. P. Clean all available PDAs and place on chargers. Q.b. Backup laptops; burn CD; store CD out of facility. Initial and date backup CD. Q.c. Leave 1 or 2 PDAs for night shift staff to use if malfunctions occur. Leave LDM phone number. Leave flipcharts for reference. 14_Checklist A_V17.doc 05/23/07 Page 5 of 8

6 W E D N E S D A Y Collect PDAs from night shift; upload PDAs to laptops; resolve gaps and other time issues; Check night shifts time from the night before; download rosters when necessary, complete PDA Sign Out/Sign In Log, place PDAs on chargers. Have the Staff complete evaluations, if applicable. S. Issue PDAs to therapy; complete PDA Sign Out/Sign In Log, Continue live data collection. Train staff members not previously trained. U. Issue PDAs to day shift nursing staff; complete PDA Sign Out/Sign In Log; start live data V. Issue PDAs to non-therapy ancillary staff; complete PDA Sign Out/Sign In Log, start live data collection or continue live data collection, if applicable. Train staff members not previously trained. H. Collect updated resident and staff rosters from facility s designated contact and enter into laptops. Complete the laptop update tracking form. M.b. Monitor day shift/ therapy/ and non-therapy ancillary staff live data collection. Resolve gaps and other time issues. N. Collect next day staff schedules from the facility s designated contact and write them on the PDA Sign Out/Sign In Log. U. Issue PDAs to evening shift staff; complete PDA Sign Out/Sign In Log; continue live data Collect PDAs from day shift nursing staff; upload data to laptops; resolve gaps and other time issues; download rosters when necessary; complete PDA Sign Out/Sign In Log, place PDAs on chargers. Staff completes evaluations, if applicable. Collect PDAs from therapy & non-therapy ancillary staff; upload PDAs; resolve gaps and place PDAs on chargers. Staff completes evaluations, if applicable. M.b. Monitor evening shift live data collection. Resolve gaps and other time issues. U. Issue PDAs to night shift staff; complete PDA Sign Out/Sign In Log; continue live data 14_Checklist A_V17.doc 05/23/07 Page 6 of 8

7 W E D N E S D A Y P. Collect PDAs from evening shift nursing staff; upload PDAs to laptops; resolve gaps and clean and place PDAs on chargers. Staff completes evaluations, if applicable. M.b. Monitor night shift live data collection. P. Clean all available PDAs and place on chargers. Q.b. Backup laptops; burn CD; store CD out of facility. Initial and date backup CD. Q.c. Leave 1 or 2 PDAs for night shift staff to use if malfunctions occur. Leave LDM phone number, if possible. Leave flipcharts for reference. T H U R S D A Y Collect PDAs from night shift; upload PDAs to laptops; resolve gaps and other time issues; Check night shifts time from the night before; download rosters when necessary; complete PDA Sign Out/Sign In Log, charge PDAs. Staff completes evaluations. S. Issue PDAs to therapy; complete PDA Sign Out/Sign In Log, continue live data collection. Train staff members not previously trained. S.a. Train therapy staff on paper tool if not trained previously. Issue paper tool for Friday, Saturday, Sunday and Monday data collection. Instruct therapy department to call and then fax paper tools to IFMC on Tuesday. H. Collect updated resident and staff rosters from facility s designated contact and enter into laptops. Complete the laptop update tracking form. U. Issue PDAs to day shift nursing staff; complete PDA Sign Out/Sign In Log; continue live data V. Issue PDAs to non-therapy ancillary staff; complete PDA Sign Out/Sign In Log, continue live data L.b. Retrieve Culture Change, IT survey and business office information from administration to return in accordion folder. 14_Checklist A_V17.doc 05/23/07 Page 7 of 8

8 T H U R S D A Y X.b Deliver MDS shipping materials to MDS coordinator M.b. Monitor day shift/ therapy/ and non-therapy ancillary staff live data collection. Resolve gaps and other time issues. Collect PDAs from day shift nursing staff; therapy and non-therapy ancillary staff; upload data to laptops; resolve gaps and other time issues; complete PDA Sign Out/Sign In Log, staff completes evaluations, charge PDAs. P. Clean checked-in PDAs, re-ink numbers (due to fading), and place on chargers. Reminder: Complete the front page of this checklist. Verify that all forms are completely filled out before sending to IFMC. X. X.a.. Create final back up CD. Initial and date backup CD. Prepare accordion folder for shipping to IFMC. Call STRIVE for UPS pickup. Y. Clear all time data from PDAs. Use the PDA Update Tracking form to check off PDAs as they are cleared. Insert this form into the PDA case before shipping. Z. Prepare kits for shipment to next site. Ship or transport equipment to next site. 14_Checklist A_V17.doc 05/23/07 Page 8 of 8