Patient Experience Toolkit

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Downloadable Resources, Instant Access

Save time, empower your teams and effectively upgrade your processes with access to this practical Patient Experience Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Patient Experience related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Patient Experience specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Patient Experience Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Patient Experience improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Is there evidence that the facility (or at service level) uses consumer complaints and compliments feedback or local patient experience survey feedback to improve provision of medicines information?

  2. Does your organization regularly communicate to clients, staff and other relevant stakeholders improvements that have been made as a consequence from learning from patient experience and incidents?

  3. Is patient/ service user and public feedback, (including feedback on actual patient experience) regularly sought and integrated into quality, safety and risk management improvement activities?

  4. Is patient/ service user and public feedback (including feedback on actual patient experience) regularly sought and integrated into quality, safety and risk management improvement activities?

  5. How does the hospice assure that there is adequate staff on duty, especially during the evening, nighttime, weekends and holiday shifts, to take care of the individual needs of all clients?

  6. Are there alternative environments that you could be taking care of the already stated clients, maybe in an outpatient setting, maybe in a lower-complexity type of organization setting?

  7. Is there support for pricing and funding models for safety and quality to be applied broadly across all types of public organizations, all services, all clients and all care settings?

  8. Have there been any legal actions on the part of clients/consumers involving failure of providers to respond in a timely fashion to patient-generated communications using the portal?

  9. Does the aco have a vision for which processes and interventions will address the unique cost, quality, and patient experience challenges associated with the population served?

  10. Does the concept of a capability to batch export a single clients records (or a providers entire patient population) pose unintended consequences from a security perspective?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Patient Experience book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Patient Experience self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Patient Experience Self-Assessment and Scorecard you will develop a clear picture of which Patient Experience areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Patient Experience Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Patient Experience projects with the 62 implementation resources:

  • 62 step-by-step Patient Experience Project Management Form Templates covering over 1500 Patient Experience project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Baseline: Has the Patient Experience project documentation been archived or otherwise disposed as described in the Patient Experience project communication plan?

  2. Quality Metrics: Can you correlate your quality metrics to profitability?

  3. Probability and Impact Assessment: Who should be notified of the occurrence of each of the risk indicators?

  4. Stakeholder Management Plan: What are the advantages and disadvantages of using external contracted resources?

  5. Contractor Status Report: What was the budget or estimated cost for your organizations services?

  6. WBS Dictionary: Where engineering standards or other internal work measurement systems are used, is there a formal relationship between corresponding values and work package budgets?

  7. Scope Management Plan: Has the Patient Experience project approach and development strategy of the Patient Experience project been defined, documented and accepted by the appropriate stakeholders?

  8. Team Performance Assessment: To what degree do team members feel that the purpose of the team is important, if not exciting?

  9. Stakeholder Management Plan: Who is accountable for the achievement of the targeted outcome(s) and reports on the progress towards the target?

  10. Source Selection Criteria: Are there any specific considerations that precludes offers from being selected as the awardee?

 
Step-by-step and complete Patient Experience Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Patient Experience project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Patient Experience project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Patient Experience project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Patient Experience project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Patient Experience project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Patient Experience project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Patient Experience project with this in-depth Patient Experience Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Patient Experience projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Patient Experience and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Patient Experience investments work better.

This Patient Experience All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.