Overstay Predictor Project Collection Instructions: Difference between revisions

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This article explains how to collect data in the [[CCMDB.mdb]] for the [[Overstay Predictor Project]].
{{LegacyContent
|explanation=we stopped [[Overstay]]
|successor=
|content=
This article documents what data collectors need to do to collect information for the [[Overstay Predictor Project]].  


For every '''medicine''' patient admitted to the Grace 5N, '''as soon as possible''', but definitely '''within 48 business hrs of admission''' the data collector will need to enter the data in the [[Media:Nursing_Discharge_Screening_Tool Nursing_Discharge_Screening_Tool.pdf|Nursing Discharge Screening Tool form]] into the [[CCMDB.mdb]], enter a certain amount of regular data early to generate a colour, put a sticker of that colour onto the chart, and in case of certain colours notify the transition coordinator.
'''This project was one of the Vacation and staff shortage collection priorities!'''


== Entering the Nursing Discharge Screen Tool data into CCMDB.mdb ==
== In addition to [[Minimal Data Set]] ==
Find the white [[Media:Nursing_Discharge_Screening_Tool Nursing_Discharge_Screening_Tool.pdf|Nursing Discharge Screening Tool form]]  
The following items need to be entered '''before the generation of the chart colour in the next step''' because the algorithm uses this data:
with the admission documentation on the patient chart and check if there is either a yes or no for all the first 6 questions.
* [[Date of Birth]]
The form is to be completed within 24 hours of admission; if it is not possible at time of admission, the admitting nurse will pass the responsibility for completion to the next duty nurse
* [[Province]]
* "Accept DtTm" if used, else "Arrive DtTm"
* [[Pre-admit Inpatient Institution]]
* [[ADL]]
* [[Glasgow Coma Scale]]
* '''important:''' [[List of diagnoses affecting Overstay Project]]


=== ensuring completeness within 24 hrs ===
== Generate colour ==
'''If you can't find the form or an answer is still missing 24 hrs after admission''':
Once the required information has been entered click the "Overstay" button on the patient viewer screen next to the [[Notes field]] and it will turn a colour based on an [[Overstay Predictor Project Algorithm | algorithm]].  
* enter the "form data missing" entry into the tmp table
* check with the bedside nurse and remind them to complete it; still the remaining data into CCMDB.mdb if it now becomes available.


The nurse can update the form within the first 24 hours after admission if, for example they receive information from the patients family that contradicts the patients answers. It is possible that depending on when you review that document these changes are not captured. This a known risk that has to be accepted.
The program will ask you if this is the final colour you will submit. If so, it will be stored and sent. The colour will also be automatically added to the beginning of the Notes field, since most collectors were manually putting it there anyways.  


=== entering the data ===
* '''Red''' - significant risk for discharge delays
For the first 6 questions on the form, create a record for each in tmp entries and check the check box if the answer is Yes.  
** email to notify unit manager - see [[#Notifying_the_Unit_Manager]]
**put red stick on chart - see [[#Red Chart Stickers]]
* '''Yellow''' - anyone who is not red
**no email to manager
**no sticker on chart
* '''Gray''' -  there are no gray stickers, gray is just a colour the laptop will give when it gets bad data for the algorithm.one of two scenarios:
** data needed to generate the colour is missing; you will not be able to generate a colour; there will be a specific error, please act on it
** the patient is transferred from a ward where the colour should have been generated already.


Question 4 consists of several sub-questions re. the patient's inability to manage daily activities. If even one of the activities raises a concern then summary answer for the question needs to be "'''no'''".
== Red Chart Stickers ==
If the colour is '''red''' place a 3/4" red round sticker on the spine of the patient chart. Ward clerks will need to order these. Collectors will tell ward clerks when supplies are getting low.  


Take answers to questions directly from the form, no interpretation, even if you disagree after reading the chart. We will be testing the answers provided by the nurses to determine if they are a better predictor of transition support needs or can be used in conjunction with existing admission data to improve the effectiveness of the prediction tool. If the data were interpreted by the collector it would introduce another factor and make this test less valid.
=== Other coloured dots on charts ===
There is currently a small red dot used to indicate long term chart. These are not ours and users of the chart who use these ought to be aware of them.  


*'''If the patient is transferred from one medical unit to another within the facility, is their overstay predictor redone or do they carry the one from the original admitting ward with them?''' {{discussion}}
== Notifying the Unit Manager ==
If a patient is identified as red, [[CCMDB.accdb]] will populate an email subject line with the name of the patient and that they have been identified as overstay colour red. The collector must send the email to the unit manager (see [[List of Unit Managers]]). It should not be necessary to add additional information to the body, this way all info is visible when the manager sees the email arrive, and they don't have to open it.


== Changes to regular data entry required for the Overstay Project ==
If we find that additional info is required, let's talk about it and add it to the program, rather than add anything manually, so we know this is done consistently.
A number of items in addition to the regular [[Minimal Data Set]] needs to be entered '''before the generation of the chart colour in the next step''' because the algorithm uses this data:
*DOB
*Admit Date
**The time we use as the time of admission will be different than the time of admission to the unit, and often significant time has passed between the 2 times so the information collected is different e.g. pt is confused at our admission time but by the time the patient goes to the unit, the patient is now A & O etc or vice versa.  Will this affect the algorithm?
***''Use the data as you would have entered before as that is what the algorithm was based on. I hope that helps, since I know some collectors used to collect this much later''.--[[User:Ttenbergen|Ttenbergen]] 12:47, 2012 April 27 (CDT)
****''Pls let me know if you need more info''.--[[User:Ttenbergen|Ttenbergen]] 12:47, 2012 April 27 (CDT)
*ADL
*any [[Overstay Predictor Diagnosis Code Used]]
** if a dx is entered as a working diagnosis but not yet confirmed, '''do''' enter that diagnosis
** only dxs as listed in [[Overstay Predictor Diagnosis Code Used]] need to be entered early, i.e. the rest can be entered as they were before


'''Tina needs to confirm that this is the complete list of data used by algorithm [[User:Ttenbergen|Ttenbergen]] 17:19, 2012 July 12 (CDT) {{QuestionIT}}
== Possible Scenarios ==
=== Possible Scenario - Patient transferred from other ward - admit ward was participating ward ===
If the patient was admitted from a another '''medicine''' ward at the same location that also participates in the Overstay project, then the original Yellow/Red designation is retained.
It will be the responsibility of the manager of the originating ward to notify the manager of the receiving ward of any red patients.


== Chart Stickers ==
==== Previous ward's collector ====
Once the required information has been entered click the new “Overstay” button on the patient viewer form next to the notes field and it will turn a colour based on an underlying algorithm
When you find out that your patient has been discharged to another ward where we collect please notify that collector. There seem to be different informal methods used by different collectors for this right now. We will test if that is good enough, and only formalize it if there are problems.  
* GREEN - low/no risk for discharge issues
* YELLOW - some risk for discharge issues
* RED - significant risk for discharge issues assign a transition coordinator.
* GRAY - if some needed data is missing
Based on the color displayed put that colored sticker on the spine of the patient chart. The sticker 3/4 inch stickers will be located adjacent to the transition coordinator binder at the unit clerk desk.


Note: There is currently a small red dots used to indicate long term chart. This practice is being phased out''.--[[User:LHathout|Linda Hathout]] 22:04, 2012 July 5 (CDT)
==== New ward's collector ====
Ensure that these charts have the appropriate colour dot on them as communicated to you.  


=== no need to document sticker colour changes ===
Enter the patient as normal and click the overstay button. It will give you a message ''"Patient comes from participating ward, use their overstay colour on charts. CCMDB will list gray."''. We will match the data to the original ward behind the scenes.
#Will it be necessary to document a difference in sticker colours if we need to change the colour once the algorithm has run?
#* ''No need. The original colour is based on the items you enter into tmp, so we can go back from that if needed''. [[User:Ttenbergen|Ttenbergen]] 12:47, 2012 April 27 (CDT)


=== test scenarios for colours ===
=== Possible Scenario - Patient transferred from other ward - admit ward was '''NON'''-participating ward ===
#How can I test the yellow colour?-I can only get the overstay button to be red or green using multiple different combinations of the check boxes
If the patient is transferred either '''from''' or '''via''' any unit not participating in the Overstay project (e.g. an ICU) generate a colour.
#* ''Yellow would be based on a combination of comorbids and ADLs and age. Make a patient a little less sick and they will become yellow. Sorry, can't give you exact instructions, the algorithm is pretty messy''. [[User:Ttenbergen|Ttenbergen]] 12:47, 2012 April 27 (CDT)


== Notifying the Transition Coordinator ==
=== Possible Scenario - colour change due to data entry error ===
If the patient has been designated as "red" for purposes of overstay prediction, the data collector will notify a Transition Coordinator by placing the patients name beside the transition coordinator on call for the time period of the patients admission. The transition coordinators will be assigned to cover between Friday to Monday, the next shift will go to Wednesday, the last will be Wednesday to Friday. If the designation is made after 1500 on the day of entry, the assignment will be deferred to the next day's coordinator. The rotation of Coordinators is made up of Home Care, Social Work, Physio, And OTs.  After assignment, that service is responsible for following that patient throughout their hospital stay.
'''The only case where the colour should be changed is if the data-collector made a error on data entry. We don't want you to change colour because data becomes available after the initial assessment window.'''


If you realize you made a data entry error and you have fixed it, you can click the Overstay button again. It will ask you again if this is final, and if you click yes the original entry will be '''overwritten''' and the new colour be added to the beginning of the Notes field. This means you may have multiple colours in notes, the first one being the current one.


==Programming Stuff==
It is '''not necessary to document''' when a colour changes. Just change the colour.
=== testing for consistent data ===
{{Discussion}}
I intentionally left out one of the overstay questions in the temp file expecting to get a gray overstay predictor score indicating missing information but am getting yellow-is this correct?
* Program should not have let this through, I'll need to look into that. [[User:Ttenbergen|Ttenbergen]] 12:02, 2012 May 2 (CDT)


=== button colour persistence ===
=== Possible Scenario - Patient died/discharged before data collection ===
#Every time I exit the Database and then reenter, I have to repress the overstay button as it has gone gray; reported on May 8.12.--[[User: SCortilet | Stephanie Cortilet]].
Enter anyway and generate colour. Do not contact Unit Manager.
#*Will confirm process.--[[User:Ttenbergen|Ttenbergen]] 12:02, 2012 May 2 (CDT)
 
#**''This still an issue as of July 6.12''. [[User: SCortilet | Stephanie]]. {{Discussion}}
=== Possible Scenario - EMIP patient that never made it to the ward ===
#Is the DX code for '''violent behaviour secondary to dementia''' included in the list?
Enter anyway and generate colour. Do not contact Unit Manager.  
#*I would say yes. '''Linda will check with Julie Mojica'''--[[User:TOstryzniuk|Trish Ostryzniuk]] 13:03, 2012 July 6 (CDT){{Discussion}}
 
#Would it be helpful for us to note the reason the patinet has stayed past the date it is noted they are medically stable somewhere; the chart usually notes whether the pt is being panelled, waiting for services or assessments etc. or whether the pt becomes "unstable" again while waiting for d/c (discharge).
=== Possible Scenario - Off ward patients ===
#*The [[media:!Transition_Coordinator_June_27th.pdf|Transition Coordinator]] will be documenting reasons for overstay.--[[User:LHathout|Linda Hathout]] 21:51, 2012 July 5 (CDT)
Almost all of these will be [[#Possible Scenario - Patient transferred from other ward - admit ward was participating ward]], so use those collection instructions. It will be the responsibility of that manager to notify the next manager.
#**Trish is getting and internet explorer run time error when she tries to open above link.[[User:TOstryzniuk|Trish Ostryzniuk]] 15:51, 2012 July 12 (CDT) {{Discussion}}.
 
#Does the algorithm include age, and/or whether the patient originally came from a nursing home? Patients from an existing nursing home bed will not overstay as frequently as those from home.
For the rare patient admitted to an off-ward location without hitting one of our regular wards first, generate a colour and put it on the chart, but don't worry about contacting a manager. This was discussed as a special case not worth following up on. It Is OK.
#*'''All these factor have been considered. See [[Media:Two_Stage_Predictive_Model_of_Patients_in_Need_of_a_Transition_Coordinator.pdf]] Twostagepredictivemodel.pdf] for details'''--[[User:LHathout|Linda Hathout]] 21:51, 2012 July 5 (CDT)
 
#Is it possible for the 6 overstay requirements in the temp file to be generated automatically like the postal code is rather than having to add the 12 items manually? we then would just have to check the box to answer each question
== Start/Stop/Site participation ==
#*''? Can I get this resolved or answered please''?--[[User: SCortilet | Stephanie]].{{Discussion}}
see [[Overstay Project Start Stop dates]]
#**?????
 
{{Data Integrity Check List}}
 
= Clarification of difference to previous process=
The following documentation is relevant to pre-empt questions only until the transition to the new process is complete.
 
== even at STB ==
For a while STB medicine collectors stopped putting red dots on the charts. They will now be required to put dots on the charts again. We discussed only notifying the manager by email with the requestor of the project, but they really want the dots. One thing we considered was the possibility of putting something equivalent to the red dot onto [[Medworxx]]. I am looking into that.
 
== DPST form - STOP July 31.17 ==
Collectors will '''no longer''':
*collect any information from the DPST forms or be responsible for them  (tmp file for the questions will be gone)
*post information in the Transition Coordinator binders or
*notify and assign allied Health.  
 
Collectors can ignore the form and just collect the minimal data set outlined above to generate a colour.
*wards may continue to fill out the DPST form at admission ''For their own purposes.''
 
== Transition Coordinator Binder - Stop July 31.17 ==
Collectors will '''no longer''':
*post any kind of information in the Transition Coordinator binder  
*notify and assign reds to allied Health team 
 
= Instructions admissions before Jul 30 2017 =
see [[Pre-2017-07-30 Overstay Predictor Project Collection Instructions]]
   
   
* All reds generated prior to July 31st are already in our data, just leave them as they were.
}}


[[Category: OverstayProject]]
[[Category: OverstayProject| *]]

Latest revision as of 13:16, 2022 April 19

Legacy Content

This page contains Legacy Content.
  • Explanation: we stopped Overstay
  • Successor:

Click Expand to show legacy content.

This article documents what data collectors need to do to collect information for the Overstay Predictor Project.

This project was one of the Vacation and staff shortage collection priorities!

In addition to Minimal Data Set

The following items need to be entered before the generation of the chart colour in the next step because the algorithm uses this data:

Generate colour

Once the required information has been entered click the "Overstay" button on the patient viewer screen next to the Notes field and it will turn a colour based on an algorithm.

The program will ask you if this is the final colour you will submit. If so, it will be stored and sent. The colour will also be automatically added to the beginning of the Notes field, since most collectors were manually putting it there anyways.

  • Red - significant risk for discharge delays
  • Yellow - anyone who is not red
    • no email to manager
    • no sticker on chart
  • Gray - there are no gray stickers, gray is just a colour the laptop will give when it gets bad data for the algorithm.one of two scenarios:
    • data needed to generate the colour is missing; you will not be able to generate a colour; there will be a specific error, please act on it
    • the patient is transferred from a ward where the colour should have been generated already.

Red Chart Stickers

If the colour is red place a 3/4" red round sticker on the spine of the patient chart. Ward clerks will need to order these. Collectors will tell ward clerks when supplies are getting low.

Other coloured dots on charts

There is currently a small red dot used to indicate long term chart. These are not ours and users of the chart who use these ought to be aware of them.

Notifying the Unit Manager

If a patient is identified as red, CCMDB.accdb will populate an email subject line with the name of the patient and that they have been identified as overstay colour red. The collector must send the email to the unit manager (see List of Unit Managers). It should not be necessary to add additional information to the body, this way all info is visible when the manager sees the email arrive, and they don't have to open it.

If we find that additional info is required, let's talk about it and add it to the program, rather than add anything manually, so we know this is done consistently.

Possible Scenarios

Possible Scenario - Patient transferred from other ward - admit ward was participating ward

If the patient was admitted from a another medicine ward at the same location that also participates in the Overstay project, then the original Yellow/Red designation is retained. It will be the responsibility of the manager of the originating ward to notify the manager of the receiving ward of any red patients.

Previous ward's collector

When you find out that your patient has been discharged to another ward where we collect please notify that collector. There seem to be different informal methods used by different collectors for this right now. We will test if that is good enough, and only formalize it if there are problems.

New ward's collector

Ensure that these charts have the appropriate colour dot on them as communicated to you.

Enter the patient as normal and click the overstay button. It will give you a message "Patient comes from participating ward, use their overstay colour on charts. CCMDB will list gray.". We will match the data to the original ward behind the scenes.

Possible Scenario - Patient transferred from other ward - admit ward was NON-participating ward

If the patient is transferred either from or via any unit not participating in the Overstay project (e.g. an ICU) generate a colour.

Possible Scenario - colour change due to data entry error

The only case where the colour should be changed is if the data-collector made a error on data entry. We don't want you to change colour because data becomes available after the initial assessment window.

If you realize you made a data entry error and you have fixed it, you can click the Overstay button again. It will ask you again if this is final, and if you click yes the original entry will be overwritten and the new colour be added to the beginning of the Notes field. This means you may have multiple colours in notes, the first one being the current one.

It is not necessary to document when a colour changes. Just change the colour.

Possible Scenario - Patient died/discharged before data collection

Enter anyway and generate colour. Do not contact Unit Manager.

Possible Scenario - EMIP patient that never made it to the ward

Enter anyway and generate colour. Do not contact Unit Manager.

Possible Scenario - Off ward patients

Almost all of these will be #Possible Scenario - Patient transferred from other ward - admit ward was participating ward, so use those collection instructions. It will be the responsibility of that manager to notify the next manager.

For the rare patient admitted to an off-ward location without hitting one of our regular wards first, generate a colour and put it on the chart, but don't worry about contacting a manager. This was discussed as a special case not worth following up on. It Is OK.

Start/Stop/Site participation

see Overstay Project Start Stop dates

Data Integrity Checks (automatic list)

 AppStatus
Query check tmp generate allowedCCMDB.accdbimplemented
Query check overstay no colourCCMDB.accdbretired
Query check overstay pt from our medCCMDB.accdbretired
Query check overstay not enteredCCMDB.accdbretired

Clarification of difference to previous process

The following documentation is relevant to pre-empt questions only until the transition to the new process is complete.

even at STB

For a while STB medicine collectors stopped putting red dots on the charts. They will now be required to put dots on the charts again. We discussed only notifying the manager by email with the requestor of the project, but they really want the dots. One thing we considered was the possibility of putting something equivalent to the red dot onto Medworxx. I am looking into that.

DPST form - STOP July 31.17

Collectors will no longer:

  • collect any information from the DPST forms or be responsible for them (tmp file for the questions will be gone)
  • post information in the Transition Coordinator binders or
  • notify and assign allied Health.

Collectors can ignore the form and just collect the minimal data set outlined above to generate a colour.

  • wards may continue to fill out the DPST form at admission For their own purposes.

Transition Coordinator Binder - Stop July 31.17

Collectors will no longer:

  • post any kind of information in the Transition Coordinator binder
  • notify and assign reds to allied Health team

Instructions admissions before Jul 30 2017

see Pre-2017-07-30 Overstay Predictor Project Collection Instructions

  • All reds generated prior to July 31st are already in our data, just leave them as they were.
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