1.  Welcome to the ResiTrak Update Webinar  Dial in to the conference call using this number: 617.213.8002, access code 80545722 then #

2. Introductions  Scott McCreadie Pharm.D., MBA  President, McCreadie Group  Janet Teeters, M.S.  Director of Accreditation Services, ASHP

3. Instructions  If you have questions, please type them in the space provided  We will answer as many as possible at the end  This program is being recorded

4. ResiTrak - Overview  McCreadie Group / ASHP  ResiTrak web-based evaluation  Documents evaluations  Alerts  Tracks  ASHP Outcomes, goals and objectives  Available to all programs in ASHP accreditation process

5. Who Is Using ResiTrak?  1,300 enrolled residents  500 residency programs  400 Sites  All 50 states plus Washington DC and Puerto Rico  5,000+ users  ~10,000 evaluations completed to date

6. ASHP Residency Learning System & ResiTrak Goals & Objectives Required vs Elective Assessment Design Program EvaluationsLearning Experiences Tracking over time Customized plans Instruction Feedback Instructional Objectives

7. Terms Outcomes: Broad category - capabilities Goals: What resident should learn to do - abilities Objectives: Observable, measurable behavior to show a goal has been met Criteria: Detail to evaluate performance related to the objectives and provide detail feedback to improve performance Instructional Objectives: tips to help determine experiences that might help the resident learn goal Obj Obj Obj C C C C C C C C C

8. Outcome: Patient Care example Goal: Document patient care activities appropriately Objective: Appropriate selection of activities to document Objective: Effectively document appropriate information Criteria: Written in time to be useful Follows P&P (date, time, legible, concise) Pertinent data included Accurate interpretation of data Relevant & clear plans recommended Instructional Objective: Explain the appropriate P&P for writing notes

9. Evaluations Preceptors Formative – ongoing feedback (written, verbal, may include snapshots,etc.) Summative – at the end of the experience Self- Evaluations - must give Resident opportunities to learn Residents Preceptor & Learning Experience Self Evaluation Residency Program Directors Customized Plan (initial assessment, update quarterly, reviewing residents progress) Review of Summative Evaluations & Residents evaluations Review entire Program & Preceptors Development End of Year completion by Resident

10. ResiTrak and Accreditation  If I am using ResiTrak, do I meet the standard?  Does ASHP or surveyors have access to ResiTrak?  Do I have to submit evaluations on the Pre-Survey Self Assessment if I use ResiTrak?  Will ResiTrak include the pre-survey self–assessment tool required before an accreditation site visit?

11. ResiTrak Update  ResiTrak Roles  Setting up your residency program  Residency  Learning Experiences  Resident Schedules

12. ResiTrak Update  Using ResiTrak  Customized Training Plans  Evaluations  Scheduled Vs. On-demand  Types of evaluations  How you are notified  Managing Tasks and Evaluations  Reports

13. ResiTrak Roles RPD – Residency Program Director – Only one. Responsible for the entire program. Does customized training plan. Does final co-signatures on residency evaluations. Preceptor – Responsible for a learning experience. Can have more than 1 for a learning experience. Does the evaluations for that learning experience. If you have more than one, they all get the tasks. Resident – A PGY2 resident can also be a preceptor for a PGY1 program

14. Additional Roles  Site Setup  “Super User” account. Has access to all resident’s information and all programs  Residency Administrator  Read-only role for a given residency

15. ResiTrak – Setup Big Picture Director or RPD Set the timezone, confirm ASHP information Site Setup Done by the RPD Name/description of residency Choose Outcomes, Goals and Objectives/Preceptors Custom outcomes, goals and objectives Residency Setup Done by RPD or preceptor Name/description of learning experience Choose goals that are taught and /or evaluated Learning Experience Setup One Time Only Unless Changes

16. ResiTrak – Setup (Each Year) Done by the RPD Add resident(s) to ResiTrak Optionally send Entering Interests evaluation Enroll Resident(s) Done by the RPD Assign resident to learning experiences Can also schedule non-LEs Set Resident Schedule Done by RPD Can do as often as needed (Quarterly Required) Customized Training Plan

17. Evaluations  5 Types  Summative (based on goals and objectives)  Snapshot (based on criteria for an objective)  Preceptor  Learning Experience  Custom Required at the end of each learning experience

18. How to Get Evaluations 1. Add to a learning experience setup. When resident is scheduled for that learning experience, they will get those evaluations 2. You can also generate a new evaluation by the “Generate Evaluation” function on the preceptor menu. Note: If you use the Generate Evaluation function, any scheduled evaluations As part of the Learning Experience will still be delivered by ResiTrak.

19. Routing of Evaluations Resident Does Self Eval Preceptor Cosigns RPD Cosigns Preceptor Evaluates Resident Resident Cosigns RPD Cosigns Self Evaluation (Snapshot, Summative or Custom) Preceptor Evaluation (Snapshot, Summative or Custom)

20. Tasks  Tasks are things that you need to do  Specific to the individual – don’t forward  Examples:  Complete evaluation  Cosign evaluation  Tasks will be emailed to you directly with a hyperlink in the message  http://resitrak.mccreadiegroup.com/resitrak/Members/TaskHandler.aspx?usern ame=jresident@mcp.edu&task=f2cef3fb-672d-4b27-aeec-1e51c3751eb6 http://resitrak.mccreadiegroup.com/resitrak/Members/TaskHandler.aspx?usern ame=jresident@mcp.edu&task=f2cef3fb-672d-4b27-aeec-1e51c3751eb6  They will also be on your task list  Tasks show up 5 days in advance of evaluations

21. Demo

22. Common Questions and Issues I forgot my password. How do I get it? I’m not getting any e-mail from ResiTrak. What do I do? How do I do Quarterly Evaluations? We have multiple preceptors on a learning experience. Who does the evaluation? How do I edit an evaluation? We use an alternate RPD/Primary Preceptor/ Mentor arrangement for our residents. How do we do that?

23. What’s Coming? Changes to the summative evaluations – Additional evaluation of the goal in addition to the objectives – Achieved for residency flag moved to the goal instead of the objectives – If a goal has been achieved for the residency, evaluating it in future summatives will be optional Resident closeout and graduate tracking Entering Interests

24. Summary  ResiTrak is a tool to help facilitate the management of your residency program  Please check the Help and Support menu for tutorials and other help

25. Questions and Answers