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Delivery System Design:
Assign Roles, Duties, and Responsibilities for All Tasks Within the Delivery System Design, Especially for Planned Visits to a Multidisciplinary Care Team
  1. Determine who has responsibility for each step of the planned or acute visit and for follow-up. Determine a timeline for tasks.
  2. Train staff for new roles and responsibilities detailed in the new delivery system design.
    • Obtain senior leader support for training staff in new roles and tasks.
    • Identify who will do the training.
    • Identify resources, training material, and tools.
    • Use cross-training to expand staff capability. The staff member being cross-trained should shadow or observe the staff member doing the procedure (e.g., case manager crosstraining with a psychologist to learn how to conduct a brief depression screen). Other areas for cross-training include:
      • Conducting a quality of life/psychosocial evaluation
      • Adherence questioning
      • Updating medications
      • Updating contact information
      • Blood-drawing
      • Setting self-management goals and contract
    • Train providers, medical assistants, and nurses in tasks such as addressing medication adherence, nutrition assessment, self-management goal setting and follow-up, and periodically check staff competency with all tasks.
  3. Use standing orders for appropriate medication refills and immunizations.
  4. Ensure easy access to multiple disciplines and services through the use of the team concept (one-stop visit).
  5. Hold multidisciplinary case conferences before and after patient visits.
  6. Hold clinical rounds to discuss lab results, medication changes, etc.

Tips
  • Develop job descriptions that incorporate tasks for planned visits and update annually.
  • Use staff that volunteer.
  • Don’t test multiple roles in too many sites at one time. This makes it difficult to communicate findings.
  • Emphasize to all team members their role’s impact on care.
  • Rotate duties frequently to avoid staff burnout.
  • Assess staff satisfaction and monitor staff turnover.
  • Create organizational chart to visually illustrate tasks.
  • Ensure that patients are continually connected to a multidisciplinary team through phone calls, reminders, urgent appointments, and planned visits.
  • Keep running tally of waiting time for lost charts, prescription refills, etc.
  • Standing orders do not replace planned visits. Make sure orders include:
    • Annual vaccines, such as influenza vaccines
    • Annual procedures, such as Pap smears and PPDs
    • Quarterly phlebotomy for routine blood tests, CD4 count, and viral load testing
  • Include all staff in case conference rounds.



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