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  • Patient Flow Process
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Training For Client Service Directors & Nurse Managers - Training Schedule

This is a typical training schedule for Client Service Directors and Nurse Managers.

Monday
9:30am - 10:45am

#1 Introduction/Overview of Training
OT Strategic Plan
Liner Service Process
Organizational Structure

10:45am - 11:00amBreak
11:00am - 12:30pm#2 Department Leadership
3 Types of Leadership
What Kind of Leader are You?
Departmental Organization Structure
Job Function Review
12:30pm - 2:00pmLunch
2:00pm - 3:00pmWatch Patient Process DVD
3:00pm - 3:30pmQ&A Department Leadership, Patient Process DVD
3:30pm - 3:45pmBreak
3:45pm - 4:30pm#3 Steps 1-3: Helpline
Setting up a Helpline
Managing the Patient Schedule
The Helpline Call
Helpline Documentation
4:30pm - 5:00pm#4 Steps 4-5: WCYE, Limitation of Services
Role of the Receptionist
Documentation for Greeting Patients
Limitation of Services
Tuesday
9:00am - 10:00am

Q&A: Steps 1-5

10:00am - 11:00am#5 Step 6: Situational Assessment
Role of the Advocate
Training for Discretion
Role of Counseling in the OT Model
Patient Intake Form
Managing a Return Visit
11:00am - 12:00pm#6 Step 7: Options Presentation
Role of the Advocate in Presenting Options
Supporting Literature for Options Presentation
Know the Resources in Your Area
OT brochure orders
12:00pm - 1:30pmLunch
1:30pm - 2:00pmQ&A: Steps 6-7
2:00pm - 3:00pm

#7: Steps 8-9: PT/STD Collection, Support System Review
CLIA Waivers
Medical Supply Inventory Management
Support System Review
Performing the Pregnancy Test
Setting up STD Testing Lab Contract
STD Collection protocol
Pregnancy Test/STD Testing Documentation
Delivering Pregnancy Test Result

3:00pm - 3:30pmBreak
3:30pm - 5:30pm#8 Step 11: Health Questionnaire
Health Questionnaire Breakdown
Medical Director Approval of HQ Information
Medical Documentation
STD Result Reporting
Wednesday
9:00am - 10:00amQ&A: Steps 8-11
10:30am - 10:45am

#9 Step 12: Ultrasound (Part 1)
Paradigm Shift: Scanning at 5w1d
Indication for Ultrasound Exam
Ultrasound Routine

10:45am - 11:15amBreak
11:15am - 12:00pm#9: Step 12: Ultrasound (Part 2)
Scope of Ultrasound Routine
Reporting Ultrasound Results to Patient
Ultrasound Documentation
12:00pm - 1:30pmLunch
1:30pm-2:00pmQ&A: Step 12
2:00pm - 2:30pm#10 Step 13-14: PSA, Gospel Presentation, Exit Process
Creating and Delivering Personalized Solutions Asessment
Permission-Based Gospel Presentation
Exit Surveys and Closing Questions
2:30pm - 3:30pm

#11 Step 15: Follow-Up
Medical Follow-Up
Patient Recources Follow-Up
Follow-Up Documentation
Documentation Guidelines

3:30pm - 3:45pmBreak
3:45pm - 5:00pm#12 Volunteer Training Process
Four Phases of Volunteer Training
Thursday
9:00am - 10:00amQ&A: Steps 13-15, Volunteer Training
10:00am - 12:00pm

Final Q&A, Review of Next Actions

 

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