This document summarizes Roberta Steele's work experience during her directed clinical practice (DCP) at various health care facilities from November 3rd to November 30th, 2015. At Carmel Valley Clinic, she assisted patients with forms, answered release of information phone calls, and conducted quality improvement audits. During her time at Torrey Pines Green Hospital, she worked on unsigned chart procedures, issuing medical record numbers, and transcription error corrections. Her final placement was at Westlake ROI Central Office, where she assisted with processing release of information requests from various hospitals and clinics.

1. HEIT 260 Directed Clinical Practice (DCP) Professor Renda
Roberta Steele
December 11, 2015

2. Carmel Valley Clinic, San Diego, California

4. TEAMWORK
• Learn from and Be part of a
Health Information Team
• Go the “extra mile” with staff
• Give Scripps Patients “extra
care”
• Be a Team Member by helping
where ever the need
• Work hard and efficiently
• Contribute
• Be grateful

5. CLINIC FORM COMPLETION
• Designated Patient Representative
• Assisted 9 Patients with DPR form
completion
• Forwarded to add to Patient’s chart
• Release of Information ROI
experience
• Answered 62 ROI phone calls
• Assisted 49 Walk-In Patients with ROI
form completion
• Completed in office (or)
• Submitted to “Central” Westlake
Office

6. QUALITY IMPROVEMENT
• MDI Data Analysis
• Managing for Daily Improvement
Suggestions matrix spreadsheet
• RESPECT Waste spreadsheet

8. QUALITY IMPROVEMENT
• Excel Data Spreadsheet
and Chart Development
• QA Productivity Workflow
Zone 2 Clinics
• ROI Calls and Walk-In Traffic

10. QUALITY IMPROVEMENT
• Quality Control
• ASC Audit: 1,064 patient
chart contents vs cover sheet
• Audited 4,660 employee
prep, scan, index registration
and insurance patient charts
in Allscripts program

11. Week of November
3, 2015

12. Torrey Pines Green Hospital, La Jolla, California

13. HOSPITAL HEALTH
INFORMATION
• Unsigned Chart Procedure
• Lead meets with Physicians
Board to determine penalty
• Issuance of MRN and De-
duplication
• Transcription Error
Notification and Correction

14. HOSPITAL HEALTH
INFORMATION
• Patient report correction
with physician approval
• Interaction with PSR for
patient communication
• Thank You notes
• Letters of Recommendation
for Physician offices

15. Week of November
30, 2015

16. Westlake ROI Central Office, Encinitas, California

17. RELEASE OF INFORMATION
• Release of Information ROI
• ROI Clerks Receive Per
Hospital or Clinic
• FAX
• EMAIL
• MAIL
• WALK-IN SUPEONA
• Analyze to accept or deny
• Prep, Scan, Index, & Quality
Audit
• Release to ROI Coordinators

18. RELEASE OF
INFORMATION
• ROI Clerk
Batch Cover
Sheet

19. RELEASE OF
INFORMATION
• ROI Coordinators Receive
Specific Hospital or Clinic
from Clerks
• FAX
• EMAIL
• MAIL
• Complete URGENT/STAT
ROIs

20. RELEASE OF
INFORMATION
• ROI Coordinators
• Complete ROI
1. Authorization ROI (patient
waiting, behavioral health
patient, legal subpeonas)
or
2. Request of ROI (continuity
of care)
• Specific Hospital stated
• Submit only what is requested
• Burn CD Radiology Images
• Documentation of
completion

21. RELEASE OF
INFORMATION
• ROI Clerks
Receive
Specific
Hospital or
Clinic from
Clerks
• Analyze to
accept or
deny

23. TEAMWORK
• Learn From &
• Be part of a Health
Information Team

24. Thank You!