Review Groups Role in Toolkit Development Expertise of Members Number of Members Number of Formal Meetings Duration of Service Key Personnel The key personnel were responsible for the initial recommendations concerning toolkit content and revising the tools based on input from AHRQ and TEP. The key personnel also reviewed edits to the toolkit following pilot testing. National experts in patient advocacy, patient- and care, care coordination, and performance improvement leaders. 4 5 October 2016 – September 2017 Technical Expert (TEP) TEP was responsible for content review and strategic oversight of the project. This panel reviewed AHRQ’s IDEAL Discharge Planning tool, the CMS Discharge Planning Checklist, the LACE risk-assessment tool for the ambulatory setting, and other recommended resources, along with feedback from AHRQ and the key personnel. Ambulatory care delivery experts, performance improvement leaders, patient advisors, care coordination leaders, and patient and family engagement experts. 7 3 November 2017 Review Panel The review panel was responsible for the final review of the toolkit for usability and usefulness in the ambulatory care setting. Patients, family members, and ambulatory care clinicians. 8 2 December 2016-February 2017 based
Table 4. Description of Toolkit Components Tool Audience Purpose Description Guide for Safe Transitions to New Appointments Facility Team and Patients and Care Partners Provide rationale for the toolkit, resources to supplement skills, knowledge, and confidence, and implementation steps. Short word document providing essential information to support successful implementation of tools. ACF Team Training PowerPoint Video Facility Team Educate team members on how to implement toolkit based on opportunities for improvement. Short, narrated PowerPoint video for all team members to view prior to implementing the toolkit. Assessment (PIA) Team Lead and Facility team members Assess current practices in patient and care partner engagement to promote safe transitions to new clinicians. Excel workbook with tabs that correspond to key components of the patient and staff tools. Responses to questions in the spreadsheet trigger specific recommendations for facilities to consider when engaging patients and family members in care transitions. Appointment Aide: Preparing for Your Appointment Patient and Care Partner Prepare the patient and their care partner to think about and document questions and health information in preparation for a new appointment. Word format booklet that encourages patients to ask questions, communicate needs and preferences, and be an engaged team member. The pages can be printed individually, printed as an entire booklet, or incorporated directly into an after visit summary (AVS) or electronic health record (EHR). Team members are encouraged to help the patient review the questions in the Appointment Aide and document essential information and questions. Checklist to Prepare Patients for New Appointment Facility Team Assist the team in supporting the patient’s efforts to be prepared for a new health care appointment. Once the team is aware that the patient has a new health care appointment, this two-page checklist in Word format can be used to prompt team members to reinforce key steps that promote patient engagement and preparation.