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PRACTICE PEARLS

Reduce faxed requests


standing of the project’s goals, good legal requirements, and how much
for Rx renewals
management practices, and an it costs to store information off-site

F amily physicians and their staff


can spend a tremendous amount
of time handling faxed requests for
effective leader who championed
the project.
The groups also tended to work
or electronically. Some practices may
rely on health information exchanges
(HIEs) to store and retrieve patient
medication renewals. Often, we may with “front-line managers” such as
get a series of renewal request faxes patient care directors or unit super-
for different medications for the visors who made sure changes were
same patient. These requests may successfully integrated with day-to-
be perpetuated by several factors, day work processes.
including how we respond to them. Researchers advised finding “early
To significantly reduce the num- wins” to keep employees focused
ber of fax renewal requests I receive, and build momentum before zero-
when I get the first request, I check ing in on more complex and time-
the patient’s chart or speak with the consuming goals.
patient to see if any other prescrip- They also said clinical managers
tions are also running out. If so, I would become greater champions for
renew all of them at the same time, an improvement effort if the project information on-demand, but not all
regardless of whether the pharmacy sought to alleviate something that HIEs have the same standards for
requested them. Before sending in caused those managers frustration how long to keep information or
the renewal, I also check the chart to on a near-daily basis, what the how quickly to deliver it.
see if the medication is still working researchers called “rocks in your Here are some general guidelines
or causing any problems. If there shoes” problems. for how often various types of health
is insufficient data in the chart, we Source: Mate KS, Rakover J. Four steps
information are needed and should
schedule the patient for a visit. to sustaining improvement in health care. be kept readily available:
The work I have done to align Harvard Business Review. Nov. 9, 2016. • Always: allergies, immunizations,
https://hbr.org/2016/11/4-steps-to-sustaining-
prescriptions has substantially improvement-in-health-care. Accessed
current medications, problem lists,
decreased the number of renewal Nov. 17, 2016. past medical history, and genetic
requests that my office receives. markers,
• Five years: pathology reports,
Jay Mercer, MD Rethink how you store
• One year: clinical documenta-
Ottawa, Ontario
patient records
tion, images, cardiology and radiol-
Create improvement
that lasts
E ven as practices have switched
from paper to electronic health
record systems, physicians are still
ogy reports, diagnostic information,
and information from visits,
• Nine months: laboratory results,

I f you tackle quality improvement


in your office or organization, you
typically do not want to return to
needing to determine how long to
keep certain patient records readily
available versus sending them
• Three months: vital signs.
Source: VanOver J, Lusk K. From the HIE point
of view: when is data too old to use? It depends.
the old way of doing things only a to storage. Journal of AHIMA blog. Nov. 16, 2016. http://
bit.ly/2h3ZDWH. Accessed Nov. 17, 2016.
few months later. The Institute for Answering those questions
Healthcare Improvement looked at depends on many factors, such as
groups that had pulled off successful how the data is used, clinical needs,
improvement efforts to see how they
achieved systematic and continued
changes and found that a key strat- WE WANT TO HEAR FROM YOU
egy was standardizing the work of Practice Pearls presents readers’ advice on practice operations and patient care,
front-line staff. along with tips drawn from the literature. Send us your best pearl (250 words or
For example, the groups often
© R A S S C O / S H U T T E R S TO C K

less), and you’ll earn $25 if we publish it. We also welcome questions for our Q&A
tested their improvement efforts section. Send pearls, questions, and comments to fpmedit@aafp.org, or add
initially with a single unit chosen for your comments to the article at http://www.aafp.org/fpm/2017/0100/p36.html.
a combination of stability, under-
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