[Organization]

Nursing Scheduling Assessment

Prepared by:

Version Control

Version	Date	Author	Change description

Table of Contents

1	Nursing Management Analysis	1

1.1	Nursing Role Delineation	1

1.1.1	Nurse Contact Information	2

1.2	Communication Plan	2

1.3	Nursing Management Processes	3

1.3.1	Schedule management	3

1.3.1.1	Employee Availability Restrictions	3

1.3.2	Resource management	4

2	Scheduling System Analysis	4

2.1	Scheduling Tool Analysis	4

2.1.1	Architectural scheme	4

2.1.2	Ease of use	4

2.1.3	Data storage	4

2.1.4	Computer/software accessibility	4

2.2	Competitive Overview	4

3	Areas for Improvement	5

3.1	Critical Problem Analysis	5

3.2	Best Practice Analysis	5

3.3	Recommendations	5

4	Sections Omitted	5

Nursing Management Analysis

Nursing Role Delineation

[Identify the responsibilities of each staff member.]

[Perform patient check-in
(validate insurance info; attain patient info)]	[Capture patient vital statistics
(Height, weight, blood pressure, etc.)]	[Perform patient examination
(determine patient's condition)]	[Diagnose patient's condition
(evaluate patient's condition)]	[Record patient examination results
(log patient info on flowsheet)]	[Define report requirements
(determine what reports are needed)]	[Create patient examination reports
(graph patient data; trend reporting)]	[Perform patient check-out
(receive payment; assign follow-up appt.)]	[Store patient data
(file, secure, back up patient data)]
[Administrator]	
	
[Medical Assistant]


[Nurse]


[Physician]
			
Resources
[Computer]	

		
[Exam Room]
	
[Vital Assessment Room]


[Exam Equipment]
			
[Flowsheet]					
	

Nurse Contact Information

[Identify nurse contact information (such as name, specialty, and e-mail).]

Name	E-mail	Phone	Specialty	Clinical team

Communication Plan

[Identify how patient data reports are communicated to pertinent staff members. Also, identify the frequency with which patient data should be received.]

Date
(action taken)	Delivery method	Sender	Receiver	Deliverable	Frequency
[Notify staff of patient arrival]	[Verbal]	[Administrator]	[All]	[Verbal Notification]	[Once]
[Communicate patient vital statistics]	[Written]	[Nurse]	[Physician]	[Flowsheet]	[Once]
[Communicate patient examination data]	[Written]	[Physician]	[Medical Asst.]	[Flowsheet]	[Once]
[Communicate examination data report requirements]	[Verbal]	[Physician]	[Medical Asst.]	[Verbal Notification]	[Once]
[Report patient examination data]	[Written]	[Medical Asst.]	[Physician]	[Report]	[Once]
[Store patient examination data]	[Written/
Electronic]	[Medical Asst.]	[Administrator]	[Flowsheet/Electronic File]	[Upon exam completion]

Nursing Management Processes

Schedule management

[Identify timing considerations for scheduling nursing assignments. Include policies and processes that your organization uses to determine availability, skill-level compatibility, and other aspects that affect scheduling of nursing resources.]

Employee Availability Restrictions

[Identify each item that affects scheduling of nursing resources.]

Vacation/PTO request & approval process:

Sick employee backfill process:

Office holidays:

Individual employee “regular” schedules:

Schedule posting:

Standard patient scheduling process and clinical workflow:

Timekeeping:

Clinic days/times:

On-call service requirements:

Office holidays:

Required nurse training:

Required nurse and/or staff meetings:

Resource management

[Identify the resources required by nursing staff members to perform their daily activities. Resources may include items such as equipment, rooms, and forms.]

Task #	Task name	Resource name	Dependency	Comments
Scheduling System Analysis

Scheduling Tool Analysis

Architectural scheme

[Provide a graphical depiction of the system components and how they logically interact across the system. Describe the function of each component.]

Ease of use

[Describe procedures and processes that the user is required to follow, and provide a summary of user feedback. Feedback should be in the form of surveys distributed to users to obtain their opinions about the ease of using the system.]

Data storage

[Give the location for document storage for files associated with the scheduling system solution.]

Computer/software accessibility

[Identify the accessibility of computers and scheduling software for the nursing staff. Also, identify the members of the nursing staff who require computer/software access.]

Competitive Overview

[Provide a competitive analysis of major scheduling systems. If the system used by your organization is not among the major scheduling systems, illustrate where your system fits within the industry.]

Areas for Improvement

Critical Problem Analysis

[List all critical problems that have been identified with the scheduling system. Solicit input for this section from each staff member.]

ID #	Description	Assigned to	Due date	Status	Comments
Best Practice Analysis

[List best practices in the industry for scheduling procedures. Include the file path or a link to the location of detailed information. Ensure that all information sources are listed.]

ID #	Description	Location
Recommendations

[List recommendations to improve the current scheduling system. Recommendations should be generated by end users and information systems support personnel in your organization.]

ID #	Description	Recommended by	Result
Sections Omitted

[List the section headings of any sections that you’ve intentionally omitted.]

Confidential	Page 2	5/3/2005

Responsibilities

Roles

2005-05-03