06. Annual Report

A quick summary of Annual Report

The Annual Report is a comprehensive analysis of Group Management, Patient Outcomes, and Model Fidelity & Sustainability practices for a twelve month period.

You will submit your site's data using the five steps on the Annual Report tab. Once data input is complete, you will be able to click on Create Annual Report to generate a PDF of your report and trigger the re-accreditation process.

Steps #1-3 are to verify that all of the information in the Practice Info tab is correct: Site information, Staff and Steering Committee

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6.1. Practice Evaluation

Step #4 is Practice Evaluation. These questions assess the extent to which administrative support for Centering is in place, and how representative, engaged and effective your Steering Committee is. Patient satisfaction survey results are also captured here.

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6.2. Surveys

Step #5 is conducting the two annual surveys: the Essential Elements Survey for all facilitators and the Staff Survey for all Centering-related staff.
From CenteringCounts, both surveys may be sent via email and conducted online, or can be entered manually. The Essential Elements Survey should be completed by all provider and staff facilitators who have participated in groups in the past year. The Staff Survey should be completed by all staff (including facilitators) that play a role in Centering. Only the Staff Survey is anonymous.
Cumulative scores are automatically calculated. Each question contains a weighted score to determine minimum thresholds that impact the category score included in the Annual Report.

6.2.1. Staff Survey

THIS SECTION IS STILL BEING FINALIZED.
THE FIRST SECTION SHOULD BE STAFF SURVEY, THEN HOW TO SEND THEM, THEN HOW TO ENTER MANUALLY.

On the Staff Survey screen, click the blue Send/Enter Survey button.
Check the Send box next to the name of each staff member you would like to send the survey to and then click Send to Selected. The Completed checkbox will automatically update as surveys are completed. You may also use the Resend function to follow-up with staff who need a reminder to complete the survey.

To manually enter staff survey results, click on the blue Enter Survey Results button. Enter the role (1) and the ratings (2) by selecting the appropriate star for each quality and satisfaction data element. There are text boxes to enter comments (3). Click on Submit to save the completed survey. Make sure that you do NOT have pop-ups blocked or the manual entry process will not work.

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  1. Users can search for a specific user in their practice with a search filter
  2. Users can enter survey results
  3. Users can send mail with a survey link to particular user within their practice
  4. Users can resend the survey link to the selected user
  5. Users can select multiple users and send survey links to all the selected users
  6. Users can send a survey link to all users

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6.2.2. Staff Survey Comments

Click on the eye icon in the last column to view staff survey comments.

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6.2.3. Staff Survey Summary

The staff survey screen below is a summary of the submitted surveys.

6.2.4. EE Survey

Model fidelity, as defined by the Essential Elements of Centering, is the basis for site accreditation. Each answer is assigned a numerical value, which is then be used in the scoring system. Upon submission the survey status will be updated to ‘Complete’ and will become a read-only version. Only one survey submission per facilitator is allowed.

Choose EE Survey from the Surveys dropbox menu (the default view is the Staff Survey). To begin, click on the blue Send/Enter Survey button at top right.

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REDO WITH NEW SCREENSHOT
The following actions can be performed on the above screen:

  1. Search for facilitators using the search filter.
  2. Send an email with the survey link to select facilitators.
  3. Resend the survey link to selected facilitators.
  4. Send a survey link to all facilitators.
  5. Select multiple users and send survey link to these selected users.

6.2.5. Manually Enter Survey Results

For each facilitator, click on Enter Survey Results in the last column of their record. Record their answers in the Option column and click Submit at bottom. Make sure that you do NOT have pop-ups blocked or the manual entry process will not work.

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6.2.6. EE Survey Summary

The summary screen shows all the facilitators that have submitted the EE Survey and their response to each question.

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6.3. Create Annual Report

Site accreditation is based on a comprehensive analysis of Group Management, Patient Outcomes and Model Fidelity & Sustainability practices. Once all five steps are complete, you may create the Annual Report. Clicking on the blue Create Annual Report button brings you to a screen with the following tabs:

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6.3.1. Model Fidelity

The first tab shows the scored results of the Essential Elements Surveys. The score red/yellow/green flags are based on compliance with each element (90+% green, 75+% yellow, below 75% red)

Users are requested to add a comment using the Comments tab to describe their challenges where the scores are either red or yellow. If there is already a comment that was added, the Add Comment changes to Edit Comment.

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6.3.2. Sustainability

The results of the Staff Survey, administrative evaluation and Steering Committee evaluation are used to score sustainability. The score red/yellow/green flags are 90+% green, 75+% yellow, below 75% red.

Users are requested to add a comment using the Comments tab to describe their challenges where the scores indicators are either red or yellow. If there is already a comment that was added, the Add Comment changes to Edit Comment.

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6.3.3. Patient Outcomes

The Health Outcomes chart displays the measures you have chosen on the dashboard. If you would like to make changes to the measures displayed here, you can do so by returning to your dashboard and selecting different measures in the Quality Measures box.

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6.3.4. Cost Savings

Cost savings in CenteringPregnancy is calculated by comparing your baselines for preterm birth and breastfeeding with your actual outcomes. To edit your baselines, go to the Practice Info tab and click on Edit Goals.

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6.3.5. Save

Please provide feedback on your experience using CenteringCounts before clicking save to submit your report. The Save button will be to the left of the cancel button. If a required piece of information is incomplete, or the report is already submitted and approved, the save button will not appear. (CHI NOTE - need to replace snip image)

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6.3.6. Approval Status

THIS IS STILL BEING FINALIZED.
The approval status tab allows the users to view the status of report and CHI feedback.