Adapted from Marian Earls, ABCD project, Commonwealth Fund (www.cmwf.org)

The Office Process

Assess Current Protocols Identify a leader for the project Select a Screening Tool “Map the Workflow” Identify System Supports Conduct Staff Orientations

Office ProcessOffice Process Select a developmental screening tool Decide on the “routine” screening ages for your

setting or follow guidelines from the American Academy of Pediatrics

Determine what supportive tools you will use in integrating the initiative, i.e. anticipatory guidance, early intervention brochures

Identify and meet your community partners to understand roles in the referral system

Determine how the screening and referral process will be systematically integrated into the practice workflow

Map the workflow (Remember to orient all staff

to the new procedures and workflow and to the value of early intervention and early detection)

Parent checks in/Regsiters- updateddemographics, insurance is collected)

Encounter Form sentto Nurses Station

Nurse pullschart,

encounterform,

anticipatorydevelopment

guideline sheet,.

Nurse takeschild's vitals

Nurse putsparent in examroom and gives

them the PEDS Response Form to

Complete. Nurse reviewsimmunization

record preparesshots, educationsheets on shots

Child examed by MD.MD scores PEDS discusses results

with parents, asksfor permission to refer if needed

Nurse administers shots-Nurse obtains consentand puts copy on chart. Children who failed referred

by nurse IDEA or schools with specific requestfor feedback on child referred.

Parent checks out- Staff toassist with check-out

Primary Care Practice - - Screening & Referral Practice FlowExample 1

scores PEDS attaches to chart

Parent checks in/Registers- presents PEDS

Med Tech pullschart,

encounterform,

anticipatorydevelopment

guideline sheet,.

Med Tech takes vitals, places

family in exam room

MD examines childDiscusses PEDSresults, seeks consentto refer if needed, Retrieves/discusses patient ed materials, etc.

Med Tech administers shots, contacts referral sources if needed

Parent checks out- Staff toassist with check-out

Primary Care Practice - - Screening & Referral Practice FlowExample 2

Receptionist attaches to chart for nurse to score

PEDS sent home with appointment reminder

PEDS results scored automatically, transmitted to

office and inserted into electronic medical records

Or staff enter PEDS into online site/EMR

MD examines childdiscusses PEDS results, seeks consentto refer if needed, Retrieves/discusses patient ed materials, etc.

Med Tech administers shots, opts to print PEDS results referral letter automaticallygenerated by software, emails referral

resources, prints copy for family

Parent checks out- Staff toassist with check-out

Primary Care Practice - - Screening & Referral Practice FlowExample 3 Parent completes PEDS in waiting room with

paper and pencil or computer kiosk

Receptionist keys PEDS responses into electronic medical

record. Results scored automatically, inserted into electronic medical records

Or results transmitted to office

MD examines childdiscusses PEDS results, seeks consentto refer if needed, Retrieves/discusses patient ed materials, etc.

Med Tech administers shots, opts to print

referral letter automaticallygenerated by software, emails referral

resources, prints copy for family

Parent checks out- Staff toassist with check-out

Primary Care Practice - - Screening & Referral Practice FlowExample 4 Parent completes PEDS online in waiting

roomkiosk or at home

                                              

                                                

                                                                     

            

          

            

            

                                              

                                                

                                                                     

            

          

            

            

www.dbpeds.org