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BasePatientTracerTool
*Denotesthatafocusedtracertoolisavailableforthistopic
•Tellmeabouttheequipmentthispatientuses(ie.Ventilator,
pulseoximeter,Holtermonitor,etc.).*Ifpatienthasequipment,
useMedicalEquipmentTool
•Howdoyouknowthatyou'reallowedtomanagethisequipment?
Unit/Departmentbeingtraced:
__________________________
Pathofpatientthroughthe
organization:
__________________________
__________________________
__________________________
__________________________
__________________________
__________________________
PatientDemographics:
Age:_____________________Diagnosis:____________________________________________________
_________________________________________________________________________________________
AdditionalDiagnoses:
_________________________________________________________________________________________
Surgicalorinvasiveproceduresduringstay*(useSurgicalSafetyTool):___________________________
_________________________________________________________________________________________
Diagnosticimagingproceduresduringstay*(UseDiagnosticImagingTool):_______________________
_________________________________________________________________________________________
Disciplinesinvolvedduringstay:____________________________________________________________
_________________________________________________________________________________________
PatientStory:
EnvironmentofCare
•Clean,odor-free,uncluttered?
•Hallwaysclear(wheelchairs,beds,carts,etc.)?
•Howdoyoudecidewhatitemscanbeleftinthehallwayfora
prolongedperiodoftime?
•Tellmeaboutyourprocessforcheckingeyewashstations.
•Doorsfunctionproperly(latch,firedoorscloseallthewayon
theirown,etc.)
AreaofFocusSampleTracerObservations/QuestionsComments/NotesWhileTracing
Employeesinterviewed:
_______________________________________________________________________________________________________________
_______________________________________________________________________________________________________________
Equipment*
DevelopedbySuzieGehrz
AccreditationChampion.ComplianceLiaison.
612-910-8945~suziegehrz@gmail.com
PatientName:Unit/Department:
OtherDiscipline:
_____________________
•Tellmehowyoufoundoutthispatientneededyourservice?
•Whatkindofcommunicationdidyoureceiveonthispatient?
Fromthereferralsource,duringshiftchange,etc.
•Tellmeaboutyourtimeframetocompleteassessments.
•Whatkindofgoalsand/orcareplandoesthispatienthavefor
yourdiscipline?
•Whatkindofinformationdoyousharewiththepatient'sother
careprovidersandwhendoyousharethis?
•Howdoyouhelppreventpatientinfections?
OtherDiscipline:
_____________________
•Tellmehowyoufoundoutthispatientneededyourservice?
•Whatkindofcommunicationdidyoureceiveonthispatient?
Fromthereferralsource,duringshiftchange,etc.
•Tellmeaboutyourtimeframetocompleteassessments.
•Whatkindofgoalsand/orcareplandoesthispatienthavefor
yourdiscipline?
•Whatkindofinformationdoyousharewiththepatient'sother
careprovidersandwhendoyousharethis?
•Howdoyouhelppreventpatientinfections?
AreaofFocusSampleTracerObservations/QuestionsComments/NotesWhileTracing
Nursing*
•Tellmeaboutyourprocessfortheuseofverbalorders.
•Is(orwas)thepatientinrestraintsorseclusion?*Ifyes,use
RestraintsandSeclusionTool.
•Whatkindofassessmentsdoyoudoonthispatient?
•Tellmeaboutyourpainassessmentprocess.(Whogetsit,how
often,howdoyouknowwhichpainscaletouse,howdoyou
respondtopain,tellmeaboutyourreassessmentprocess,etc.)
•Whatdoyoudotoreducetheriskoffalls?
•Showmeintherecordwhatthegoalsareforthispatient.
•Whatkindofeducationdoyouprovidetothepatient/family?
•Tellmeaboutwaysyouincludethepatientinhis/hercare.
DevelopedbySuzieGehrz
AccreditationChampion.ComplianceLiaison.
612-910-8945~suziegehrz@gmail.com
PatientName:Unit/Department:
Medication*
•Doesthispatienttakemedication?*Ifyes,useMedication
ManagementTool
InfectionControl*
*UseInfectionPreventionandControlTool
•Howdoyouhelppreventthespreadofinfectiontopatientsand
coworkers?
OtherDiscipline:
_____________________
•Tellmehowyoufoundoutthispatientneededyourservice?
•Whatkindofcommunicationdidyoureceiveonthispatient?
Fromthereferralsource,duringshiftchange,etc.
•Tellmeaboutyourtimeframetocompleteassessments.
•Whatkindofgoalsand/orcareplandoesthispatienthavefor
yourdiscipline?
•Whatkindofinformationdoyousharewiththepatient'sother
careprovidersandwhendoyousharethis?
•Howdoyouhelppreventpatientinfections?
OtherDiscipline:
_____________________
AreaofFocusSampleTracerObservations/QuestionsComments/NotesWhileTracing
•Tellmehowyoufoundoutthispatientneededyourservice?
•Whatkindofcommunicationdidyoureceiveonthispatient?
Fromthereferralsource,duringshiftchange,etc.
•Tellmeaboutyourtimeframetocompleteassessments.
•Whatkindofgoalsand/orcareplandoesthispatienthavefor
yourdiscipline?
•Whatkindofinformationdoyousharewiththepatient'sother
careprovidersandwhendoyousharethis?
•Howdoyouhelppreventpatientinfections?
DevelopedbySuzieGehrz
AccreditationChampion.ComplianceLiaison.
612-910-8945~suziegehrz@gmail.com
PatientName:Unit/Department:
Follow-upQuestions/Activities:
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________
SafetyIssues*
•Isthispatientasuiciderisk?*Ifyes,useSuicidePreventionTool
•Hasthispatientbeenidentifiedasariskforafall?Howwasthat
determined?Whatdoyoudodifferentlyforafallriskpatientthana
non-fallriskpatient?
•Tellmehowyouwouldrespondtoapatientfall.
•Doesthispatienthaveattachedtubing(IVs,feedingtubes,etc.)?
•Howdoyouensureyoualwaysconnecttherighttubingtothe
rightconnector(eg.nothookingafeedingtubeuptoanIVby
accident)?
•Tellmeaboutyourresponsibilityintheeventofafire.
•Howdoyourespondtoaggresiveorviolentpatientsorvisitors?
PatientRights
•Tellmeabouttheconsentformthispatientsigned.Tellmeabout
yourprocessforobtainingthis.
•Doesthispatienthaveanyadvanceddirectives?Howdoyou
know?Showmewhereyoufindthisinformation.
•Tellmehowyourespondwhenapatientorfamilymemberasked
formoreinformationaboutadvanceddirectives
•Howdoourpatientsknowwhattheirrightsandresponsibilities
are?
•Tellmeaboutyourroleinprotectingpatientprivacy
•Tellmeaboutyourprocessforinformedconsent
AreaofFocusSampleTracerObservations/QuestionsComments/NotesWhileTracing
DevelopedbySuzieGehrz
AccreditationChampion.ComplianceLiaison.
612-910-8945~suziegehrz@gmail.com

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Base Patient Tracer Tool - Hospital Version