Claudia Harrier The Vancouver Clinic Handing Over the Reins Claudia Harrier The Vancouver Clinic

Hitting the Trail ”Come along boys and listen to my tale, I'll tell you of my troubles on the old Chisholm Trail.  Come a ti yi yippee, come a ti, yi, yea."

Benefits of Training Bennett: "We were furnished hosses that, in lots of cases, knowed more about cow work than some of the fellows in the saddle.”

The Benefits of L.I.S. Training Increase the numbers of “holders of the knowledge” Provide “back-up” coverage Improve trouble-shooting Ensure that all staff have the LIS tools they need Instill confidence in staff Decrease errors Increase efficiency Gives “ownership” of LIS to the staff Receive suggestions for improvements Increase understanding of system’s capabilities

The L.I.S. Trail Crew Trail Boss--LIS Administrator Ramrod--LIS Support Analyst Drovers--Technical Staff Cowpunchers--Phlebotomy Staff Pointer--Pathology Coordinator Wranglers-Pathology Technical Staff Swing Riders-Pathology Support Staff Buckaroos-Pathologists

Choosing the Trail

Choosing the L.I.S Training Trail Formal Training at SCC Time-consuming Expensive On the Job Training Important omissions Misinformation Customized Training using SCC and In-House Resources Consistent Information Documented Training Reviewable

Training the Trail Boss If the new LIS Administrator has no previous LIS Administration experience and is going to be the “solo” LIS Administrator, ---the IDEAL would be 6 months of training.

Developing the Training Schedule-1 System Design Training Material Format Time Required SoftLab Design I Manual (On-Line) 2 weeks SoftLab Design II SoftMic Design I SoftMic Design II

Developing the Training Schedule-2 SoftPath Training Material Format Time Required SoftPath Training Manual (On-Line) 2 weeks SoftPath Templates Manual (On- Line)

Developing the Training Schedule-3 LIS Administration Training Material Format Time Required LIS Administrator Manual (On-Line) 2 weeks SoftPath Transition to LIS 2 days

Developing the Training Schedule-4 Star/SQL/Access Training Material Format Time Required SCC Star/TMS Manual (On-Line) ½ Day SCC SQL Reports Manual (On- Line) 2 Days Access Training Manual

Developing the Training Schedule-5 Super User/End User Material Format Time Required Super User/End User Training Module 1 PowerPoint (On-Line) ½ Day SoftLab Super User/End User Training Module 2 SoftLab Super User/End User Training Module 3

Developing the Training Schedule-6 Upgrade Training Material Format Time Required SoftLab 4.0.7.1 MU Upgrade I-Train On-Line 2 Days SoftMic 4.0.7.1 MU Upgrade SoftPath 4.4 MU2 Upgrade

Developing the Training Schedule-7 Daily Tasks Training Material Format Time Required Daily Tasks--Client Defined In-House Trainer 5 Days Call List Phlebotomy Status Printer Check Interface Check Orders Released in Error Reference Lab Not Posted Reference Lab Cultures Reference Lab CytoPath Panic Result Report Modified Result Report Absurd Result Report Existing Report (*err*) SoftVisor Check To Be Collected (Epic) Results in Progress (Epic) Misc Test Charges (Epic)

Developing the Training Schedule-8 As Needed Tasks Training Material Time Required As Needed Tasks--Client Defined In-House Trainer 5 Days Resulting Worklist Restart Interfaces Instrument Loadlist Instrument Download Instrument Error Tx Table Instrument Setup & F5 Tx Interface Trace HL7 Message View Audit Trail QC New Lots QC New Controls SoftMic New Card SoftPath New Staff SoftPath Billing

Developing the Training Schedule-9 Help Training Material Time Required Help HelpStar (In-House) Decision Support (In-House) In-House Trainer SCC Star/TMS Knowledge Base Ask the expert SNUG Panel of Experts 5 Days

Developing the Training Schedule-10 Trouble-shooting Time Required Staff Support Trouble-shooting In-House Trainer Set your Time—the more the better Staff Access Interface Messages Staff Errors

Developing the Training Schedule-11 Periodic Tasks Monthly Tasks Reports: Phlebotomy Reports QC Review Tests/month &tests/day Semi-Annual Tasks Instrument IF Validation Calculation Validation Linearity Validation Annual Tasks Fax Security Validation

Developing the Training Schedule-12 Setup Tasks Multisite Test Maintenance Tube Wards Doctors Other Fields

Developing the Training Schedule-13 Security Tasks User/Security: User Setup Roles Permissions Reset Password Inactivation

Developing the Training Schedule-14 Applications/C.E./Cerification Continuing Education Certification Excel Word Access PowerPoint SQL SCC Webinars SNUG QLI (ASCP)

LIS Support Analyst On the job training with special attention to the Design Manuals On-line Training Continuing Education SNUG Laboratory Technical Staff End User Training Worklists Instrument Interfaces Call List Special Training for Microbiology Staff

Phlebotomy Staff End User Training with special attention to the tasks required by phlebotomy Pathology Coordinator SoftPath Design SoftPath Template Design SNUG Other Pathology Staff End User Training

The Checklist

Acknowledegement A thank you to Jay Bosch from Beaver Dam, Wisconsin for inspiring this presentation and for his donation of materials.

The Round-Up Put your own brand on the training Get good horses—SCC applications Use your lasso—keep everyone going the same way. Hand over the reins!