This template may be used to guide team discussions about assigning roles and responsibilities related to quality improvement and clinical tasks.
Sample tasks are included but it is best to modify and adapt it to suit your team’s needs. The first page is a template with sample team tasks for primary care teams, the second page is for specialists and teams with a caseload, and the third page contains a blank template if needed.
TIPS:
- If your team hasn’t worked on Quality Improvement (QI) processes before, consider starting with process-mapping the current steps of a patient appointment, identifying who does what at each step.
- Use your current state process map as a reference to modify the sample tasks.
- Consider adding steps that may be missing from your current state process map that could be worth including – potentially involving Plan, Do, Study, Act (PDSA) trials
- The first two ‘Who?’ columns allow for exploration of who could technically be responsible for the task with regard to:
- Scope of practice, professional designation, etc.
- Previous experience
- Personal interest
- Time and availability
- In some instances, the person or role currently responsible for the task may make perfect sense – after a brief discussion, simply document and move on to the next step
- It’s helpful to keep in mind that the physician or nurse practitioner may be able to do all of the steps; however, sharing the load across the team is the goal
- The grey ‘Who?’ columns are intended to clarify who specifically will be responsible for each task:
- This could be one person, more than one person, or a ‘role’ (e.g. MOAs)
- For each process step, consider also designating at least one person to be cross-trained as back-up
- Cross-training also allows team members to ‘stretch’ in their roles and build their skills
- Ultimately, as many members of the team as possible should be able to do as many of the tasks as possible
- Remember to PDSA – what seems like it will work in a planning meeting may not work exactly as planned in practice!
- The EMR guides can be a helpful tool for generating EMR lists or adding point of care reminders
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