Welcome to the ResiTrak Update Webinar

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 & ObjectivesRequired vs Elective Assessment Design Program Evaluations Learning 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 Careexample 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:Explainthe 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 One Time Only Unless Changes Do this before Enrolling residents

16. ResiTrak – Setup (Each Year)

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 • Add to a learning experience setup. When resident is scheduled for that learning experience, they will get those evaluations • 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 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?username=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