Worksheet for Delegating PPIP Functions Among Staff

For each question, consider the following:

Clinical Flow

Who will put the PPIP tools in the client's chart the day before the visit? (see Chapter 6 for PPIP materials.)

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Who will prescreen the patient's chart the day before the visit?

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Who will conduct and review the health risk profile (HRP) and initiate the preventive care flow sheet for each patient? (see Chapter 6 for a description of HRPs and preventive care flow sheets.)

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Who will be responsible for ordering screening tests?

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Who will be responsible for reviewing the appropriate health guides with the patient and for counseling the patient on identified risk factors? (see Chapter 6 for a description of PPIP health guides.)

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Chart Audits

Who will conduct chart audits to assess the quality of preventive services?

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Who will analyze the chart audit results and present them to the staff?

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Staff Training

Who will arrange for staff training?

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Who will conduct staff training?

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What will we do if we need technical support?

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Additional Functions

Who will be responsible for designing and ordering materials?

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What are some additional functions, and who will perform them?

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