Instructions for Assessment 4 Summary Report: Health Care Information Review
Write an executive summary (1–2 pages) for senior leaders that highlights key information about the proposed health care information review of the quality of care given to a specific population. Detail the proposed implementation steps and associated time frames in a Gantt chart (one-page chart).
Introduction
As the office manager of your physician group, you realize that obtaining funding for your proposal will require the approval of the physician group’s senior leaders. You and the others helping you implement the proposal will need the details your proposal contains. From experience, however, you have learned the senior leaders will not take the time to review all the details. For them to approve your proposal, they simply want the highlights of what you plan to do, a brief explanation of how it will identify the quality of patient care, and the amount of time it will take to complete the study. In this final assessment, you will prepare a summary report for the senior leaders of your physician group. Your summary report is an abbreviated version of your proposal.
Please carefully review this assessment’s scoring guide to better understand the performance levels relating to each criterion on which you will be evaluated.
Instructions
Download and use the Summary Report Template [DOCX] Download Summary Report Template [DOCX]. You will complete this assessment by replacing all italicized instructional text with your own words.
Summary Report
Overview
- State your proposal’s big idea in the Overview.
- Explain the information you plan to collect and the reasons why it is important to collect it.
- Describe how this information could validate the quality of care delivered by your facility.
Note: Your Overview needs to be shorter than the Introduction from your proposal. Remember: the entire narrative portion of your Summary Report needs to be less than two pages. You will have an additional page for your Gantt chart.
Key Study Components
- Include a subheading labeled Data Collection Plan.
- Distill down into one or two sentences the most important information about your implementation plan and the information you plan to collect at your facility.
- Include a subheading labeled Data Security Plan.
- Highlight in one or two sentences the most important information about your plan to ensure data security that your senior leaders need to know.
- Include a subheading labeled Benchmarking Plan.
- Provide a one- or two-sentence overview about the best practices (benchmarks that will be used) and procedures your study will use to ensure the data you collect meets standards for interoperability with an HIE.
- Include a subheading labeled Quality and Change Management Strategies.
- Summarize in one or two sentences how your plan incorporates quality and change management strategies.
Conclusion
- State how your proposed study will improve the quality of patient care delivered by your physician group. Your Conclusion needs to be one paragraph of no more than five or six sentences.
Reference
- List one reference in APA format to benefit your senior leaders.
Gantt Chart
Include with your Summary Report a one-page Gantt chart that specifies the major steps in your implementation plan and the time frame associated with each step. Microsoft Excel is one tool you can use to create your chart. Your suggested readings supply additional information about how to create a Gantt chart in Excel. Please feel free to use other tools. The only requirement is that your Gantt chart specify the major steps in your implementation plan and the time frame associated with each step.
Additional requirements
- Written communication: Your executive summary must be concise, clear, and well organized, with correct spelling, grammar, and syntax, to support orderly exposition of content. Use the Summary Report Template.
- Assessment Title: You may devise your own title of 5–15 words for the executive summary or use Summary Report – Health Care Information Review. Enter the other required information specified on the template.
- References: Specify one peer-reviewed reference that will benefit your senior leaders in the appropriate space on your template. Your reference should conform to APA formatting.
- Length: 1–2 typed, single-spaced pages. The narrative portion of your summary report should be preferably one page; it should not exceed two pages. You will have an additional page containing your Gantt chart.
- Font and font size: Times New Roman, 12 point.
Competencies Measured
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and scoring guide criteria:
- Competency 1: Determine stages of the information lifecycle embedded within health information management technology functions.
- Create a Gantt chart detailing the steps and time frames for study implementation.
- Competency 2: Apply laws governing health information confidentiality, privacy, and security.
- Describe how the plan will implement data security measures.
- Competency 3: Assess system applications used to operationalize health information.
- Explain rationale for proposed health care information review study.
- Specify what information will be collected and from which applications.
- Summarize how the proposed study will improve the quality of care delivered by the physician group.
- Competency 4: Determine how a health information exchange (HIE) or other external health care databases affect the management of patient data, clinical knowledge, and population data.
- Design evidence-based best practices to ensure data meet interoperability standards with an HIE.
- Competency 5: Apply quality and change management concepts to health care information management.
- Incorporate evidence-based quality and change management strategies.
- Competency 6: Communicate in a manner that is scholarly, professional, respectful of the diversity, dignity, and integrity of others, and is consistent with the expectations for healthcare professionals.
- Write clearly, with correct spelling, grammar, and syntax, and good organization.
- Apply proper APA formatting and style to citations and references.
Criterion
1. Succinctly explains the rationale for proposed health care information review study, focusing only on critical points senior leaders need to know.
2. Provides a high-level overview of an effective data collection plan, including human resources and system requirements.
3. Provides a high-level overview of an effective, achievable, and comprehensive data security plan.
4. Provides a high-level overview of the clear, comprehensive, and evidence-based best practices that will be employed to ensure data meet interoperability standards with an HIE.
5. Provides a high-level overview of the most effective evidence-based quality and change management strategies to be employed in the proposed study.
6. Creates an effective Gantt chart detailing achievable steps and time frames for study implementation. Gantt chart also incorporates plans to mitigate risks.
7. Provides a persuasive, high-level overview of how the proposed study will improve the quality of care delivered by the physician group.
8. Writes succinctly with excellent clarity and organization, with no errors in spelling, grammar, or syntax. Employs critical or analytical reasoning in selecting information to be included in executive summary.
9. Consistently applies proper APA formatting and style to references and citations without errors.
References recommended by school
Project Management
Please consider these questions as you review the suggested resources:
- Who is part of a project team?
- How is a project closed?
Lindahl, G., Brambilla, A., Barach, P., & Capolongo, S. (2022). Staff retention – the hidden issue in design and organizing of healthcare facilities. The Evolving Scholar. https://doi.org/10.24404/6230a447d851d5408ebb90bf
Ning, Y., & Ling, F. Y. Y. (2022). Selecting control strategies in projects of intangible outputs: empirical evidence from architectural and engineering design projects. Engineering, Construction and Architectural Management, 30(10), 4695–4714. https://doi.org/10.1108/ecam-02-2019-0116
Backhouse, A., & Ogunlayi, F. (2020). Quality improvement into practice. BMJ : British Medical Journal (Online), 368 https://doi.org/10.1136/bmj.m865
Okoye, G. (2021). Staff Education on Diabetes Self-Management for Patients (Order No. 28320542). Available from ProQuest Dissertations & Theses Global. (2506662347). https://library.capella.edu/login?url=https://www.proquest.com/dissertations-theses/staff-education-on-diabetes-self-management/docview/2506662347/se-2
Communication Challenges in Providing Self-management Education Support to Patients with Type 2 Diabetes. (2021). Journal of Health, Medicine and Nursing. https://doi.org/10.7176/jhmn/87-05
Gantt Chart
As you review these suggested readings, please consider these questions:
- What is a Gantt chart?
- What are two uses for a Gantt chart?
Wilberforce Walubengo, W. (2024). Application of Gantt Chart as a Strategy for Improving Performance of Community Based Projects in Bugoma County, Kenya. International Journal of Science and Research (IJSR), 13(4), 38–44. https://doi.org/10.21275/sr24331172804
Abdelazim, Z. (2024). Project Management – Gantt Chart. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4453514