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Center for Faculty Excellence: Documenting Your Clinical Efforts
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  4. Documenting Your Clinical Efforts

Documenting Your Clinical Efforts

(information from presentation “Documenting your clinical efforts in a way that counts” by Drs. Analiz Rodriguez and Nirvana Manning)

  • What is your “Niche” area in clinical service? Uniqueness of your clinical expertise
    • Fellowship or other subspecialty training not otherwise widely available?
    • Is there a specific technique or service only you provide?
    • A specific patient population that you serve (language, etc)?
    • Clinical case volume which contributes to residency minimum required numbers?
    • New program you initiated
  • Clinical Service Pillars:
    • Inpatient
    • Outpatient
    • Consult Service
    • Service to the Community / Community outreach activities
      • Patient-centered community engagement/education
      • Invitations from public and lay groups, including news media
      • Speaking in the community about awareness
      • Speaker for Support groups
      • Preventive health screening
    • Patient Education
    • Professional Development
      • Indicate efforts regarding ongoing self‐evaluation and upgrading clinical skills
      • Additional skills certifications (US, oncoplastics, ATLS, etc)
      • Career development opportunities and seminars on campus
      • Board certification
      • Maintenance of certification
      • CME courses
      • Describe any implemented changes in practice that resulted from self-evaluation
      • Professional conferences
      • MASTER class
      • Good Clinical Practice Basic Course
      • Quality Improvement Projects
  • Clinical Activities Portfolio
    • Summary Overview of Clinical Service
      • 1–3-page(s) statement about your clinical service in the context of your clinical focus and expertise
      • Describe your clinical activities and responsibilities in detail
      • Written so that reviewers outside your discipline can understand your work
      • To get a “picture” of who you are (reviewers will not know who you are or what you do)
    • Service Excellence; Optimal patient care
      • Results of quality or utilization reviews
      • Practice audits
      • Health outcome studies that directly measure your performance in providing personal care to patients
      • Attach supplemental information
      • Patients and families
        • ‘Star’ rating patient satisfaction
        • Can include specific comments from surveys  Consider including letters/emails from patient/family
        • Acknowledgement by patients of new protocols or handouts
        • Patient testimonials, donations in honor of the clinician by a grateful patient
        • Do not include any patient identifiers or protected health information
      • Community recognitions or awards
      • Physicians Colleagues in the same area of expertise
        • Honors or recognition from colleagues (for example, “clinical excellence” awards)
        • Election to medical staff or professional society leadership positions.
        • Asked to speak as an expert in regional conference
          • Speaker evaluations
      • Chairpersons
      • Referring Physicians – Regional reputation, referral patterns
      • Service Line Director
      • Students, residents, fellows – Summarize evaluations, letters
      • Nurses, practice managers
      • Uniqueness of clinical practice – development of a special program that attracts referrals and enhances the reputation of UAMS based on clinical best practice methods
        • creation of a new patient service
        • novel diagnostic or therapeutic practice
        • development of innovative techniques or improvements in clinical practice
        • development of mechanism to improve the efficiency of health services
        • improvement of a training program within the clinical unit
        • playing a key role in the development of clinical practice guidelines
        • development of written, video, audio or computer‐based teaching materials related to clinical care
        • involvement in administrative activities that support and enhance University based patient care
        • director of clinical program
      • Volume of patients / RVUs; Clinical Service Quantity
        • Reports related to the assessment of clinical productivity (RVUs, inpatient, outpatient, consults, OR)
        • Present in a table/graph format, illustrate the RVU production
        • Clinical RVUs – should correlate with % clinical allocation
          • If any deviances, explain why (maternity leave, FTE reduction, etc)
        • Number of months on inpatient service
        • Number of consults per month/per year
        • Number of clinics outpatient
        • If your clinical FTE assignment includes leadership or administrative components that will not result in billable RVUs, adjust your actual clinical FTE to an “effective clinical FTE” and provide an explanation in a footnote. E.g. if you have 75% clinical assignment which includes 25% assignment to provide administrative oversight of an ICU beyond the time of providing clinical care, base your RVU targets on a 50% clinical FTE and place an “*” for each year with a clinical FTE that differs
        • Correlate with teaching and education
        • Clinical Leadership: UAMS, Regional, National
          • Trials participation and patient recruitment (cooperative trials, tissue bank)
          • Contributions toward institutional accreditations (NAPBC)
          • Committees with clinical service initiatives- start early and list all- (Quality improvement)
      • Scope of clinical activities
        • Sites of practice
        • Length of service
        • Numbers of patients or procedures and responsibilities
        • Describe your mastery of specific clinical techniques
        • Document the number and type of clinical referrals to your specific practice from outside UAMS
        • Clinical presentations
        • Podcast, SIMS
      • Clinical time allocation
        • Details on quantity and complexity of cases (productivity)
        • Documentation of clinical activities from department, hospital, or clinical records
        • Check with your division chief or clinical division manager for documentation
        • Reports related to patient outcome, quality, and safety (personal data from practice plan, hospital, or national data)
  • Common problems
    • Clinical service activities are based on only one observation
    • Inadequate documentation or no summary table provided of clinical service evaluations completed by students/residents/fellows
    • Inadequate documentation of patient care activities
    • Inadequate documentation % of clinical effort
    • Too much “fluff” (1000 pages portfolio)
  • Solutions and early preparation
    • Look at sample packets
    • Organize a P&T folder in Box or your email to stash documents
    • Use their language “this not only demonstrates excellence in clinical service but also leadership/scholarly work/commitment to education…”
    • “Be a pack rat”
    • Track your self‐evaluations
    • Keep detailed records, weekly update your P&T folders
    • Clarify your time and effort allocation
    • Update CV every 1-3 months
    • Check with your department to ensure that you meet your department’s internal deadlines
Rodriguez-Manning Documenting Your Clinical Efforts022521Download
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