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Streamlining The Practice BackOffice

Streamlining The Practice BackOffice. Grant Burford – Imperial College Health Centre. How things used to work…. How things used to work…. How things used to work…. The Black Hole Clinician on Holiday Addressed to Wrong Clinician Patient makes an appointment before file has been processed

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Streamlining The Practice BackOffice

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  1. Streamlining The Practice BackOffice Grant Burford – Imperial College Health Centre

  2. How things used to work…

  3. How things used to work…

  4. How things used to work… • The Black Hole • Clinician on Holiday • Addressed to Wrong Clinician • Patient makes an appointment before file has been processed • Document reviewed but not yet scanned • Admin time lost trying to locate documents

  5. Reasons for Change • Paperlite Accreditation – focus on process improvement and reducing paper trail. • Regular issues with locating patient documents. • Substantial administrative hours focussed on scanning. • Printing of Electronic Docs – then scanning back in!

  6. Docman Utilisation • Scanning and Categorising  • Intellisense  • Workflow  • EDT  • Summarising 

  7. Workflow 

  8. Workflow  • Document Audit • Scanned at Point of Receipt • Attached to Patients record within SLA (24h) • Document available for all to see • View document History (Dates - Actions – Users) • Workflow between users and groups

  9. EDT  • Documents received directly into Docman – No need to print then scan • Autofiling – If criteria met, filed directly to patients records • Substantial reduction in administrative process • Patient data available significantly faster

  10. Summarising  • Documents received directly into Docman – No need to print then scan • Autofiling – If criteria met, filed directly to patients records • Substantial reduction in administrative process • Patient data available significantly faster

  11. How things work now… More Efficient • Less Paper • Improved Flow • Better Information • User Audits • Document Audits • Reporting Tools

  12. Current Projects • Review Document Categories • Refine Intellisense Templates for better matching • Set up Fridge Temperature Log • Migrate to BackOffice Library Resources • Docman Help Files • Additional Help and Walk throughs on PCTI Website • Docman User Forum • PCTI Support Docman National Conference 2012

  13. Thank you! Questions? Docman National Conference 2012

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