Practitioner Auditing

WHY: 

We perform audits to ensure that our practitioners are delivering excellent quality care. This includes having organised notes, completed reports and up to date referral information.

If practitioners can ensure that they meet the standards of the above mentioned it means

• • Clarity for admin team

  • Clear and easy transfer of trust with clients

  • Other practitioners can see clients of another (if they are sick, take leave, etc.)

WHAT:

In summary, we do 2 audits weekly

Client care audit 

1. Management Plan

2. Appointments booked in advance (including week of audit)

3. SOAP notes complete and legible

4. Letter sent/AHRR up to date/Report up to date

5. Physitrack Program

Workcover Audit

• 1. AHRR up to date (from viewing most recent AHRR)

  2. Appointments numbered to reflect current AHRR in clinical notes

  3. Practitioner has sent a report this current AHRR cycle

HOW:

Client care audit 

• 1. Log in as a practitioner (this is important to access clinical notes)

  2. Run an appointment report for this week

  3. At random, select 3 clients by right clicking and "open in new tab"

  4. Check files for management plan on patient profile, located bottom right corner

  5. Click on "Clinical Notes" and check that there are 4 appointments booked in advance

  6. Read most recent SOAP notes.

  7. NOTE: As an admin, this information is STRICTLY CONFIDENTIAL medical information

  8. To receive the score for SOAP notes, they must achieve at least 3/4 for the below points

  9. - Easy to read (ie. short sentences, spelling corrected, information clearly separated)

  10. - Each section of notes has some information or data in it

  11. - Clear numbers in the "OBJ" or "Exercise" section

  12. - There is something written in the "plan" section

  13. Check google drive for client letter by searching client's name in search bar (this should show a letter, AHRR and/or report)

  14. Log into Physitrack and search client name. Client should have an active Physitrack program 

  15. Give the random client a score of 5 for each point mentioned above (in bold)

  16. Display in email as below example (copy and paste this template):

  17. "Client Audit 📈

  18. Client name: Jane Doe

  19. Management Plan ✅

  20. Appointments booked in advance (including week of audit) ✅

  21. SOAP notes complete and legible ✅

  22. Letter sent/AHRR up to date/Report up to date ❌

  23. Physitrack Program ✅

  24. SCORE: 4/5"

  25. If client scores 5/5 give a "🏆 congratulations [practitioner name]  🏆

Workcover Audit

• 1. Run an appointment report for this week. Ensure to add the Workcover fees EPA001 and EPA002

  2. At random, select 3 clients by right clicking and "open in new tab"

  3. Check files for most recent AHRR and Report on patient profile, located bottom right corner

  4. If these cannot be found... Search client's name in google drive to see if there is a more recent of each.

  5. Click on "Clinical Notes" and check that there are Numbered appointments for all appointments (you should most likely see 1/8, 2/8 etc.)

  6. Display in email as below example (copy and paste this template):

  7. "Workcover Audit 📈

  8. Client name: Jane Doe

  9. Current AHRR ✅

  10. Report dated with current AHRR ✅

  11. Appointments numbered in clinical notes ✅

  12. SCORE: 3/3"

  13. If client scores 3/3 give a "🏆 congratulations [practitioner name]  🏆

WATCH VIDEO TUTORIAL HERE