Clinician competencies, orientation and privileging

@La_Clinica is working on competencies and asked for examples for physicians and NPs and PAs.

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Here are the current examples at Clinica Family Health in Colorado. Physician OBGYN Competency Assessment 2017.pdf (246.9 KB)
Physician Competency Assessment, shortened version, 3-2018.pdf (217.0 KB)
NP-PA Competency Assessment, shortened version, 3-2018.pdf (216.8 KB)
Adm_112.6_Credentialing_and_Privileging_CCFHS_Providers.docx (136.9 KB)
Clinician Orientation Checklist Version 5-2014.doc (181.5 KB)

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Attached is the latest version of our Clinician Evaluation form, which attempts to address subjects not directly related to clinical competencies.
Clinician Evaluation Form HR. 101 06-22-2017.pdf (522.2 KB)

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Hi everyone,

Thank you for sharing these resources and I want to say they are really great!

Just a quick pulse, how often are you reviewing the forms based on the current/existing standards/protocol per Provider discipline? Who is involve in reviewing the forms?

Looking forward to your inputs! @Linda_OpenDoorCHC @La_Clinica

Thank you.

Hi @rtanglao,
Ideally we’d review them annually but we’re not keeping up with the “ideal”. Our CMO, compliance officer, credentialing staff and operations staff review them.

Hi Ryan. With every protocol or procedure written, we include a review periodicity. This is decided by the team and manager who create the protocol and is sometimes changed. For example the credentialing forms were reviewed every two years and the competency forms themselves were reviewed each year. The clinician orientation checklist was reviewed yearly also to be sure new expectations are added. Of course, they all might be updated anytime there is some new development prn. Any clinical protocol that includes prescribing medications (i.e. non-OTC meds) is reviewed at least annually. In general, our organization agreed that all policies (require board approval), procedures and protocols should be reviewed at least every three years to keep them current and useful. In addition to the periodicity, we include the job description of the person who should do the review. This is generally the C-suite person who may give the protocol to someone in the department to review. For example, the clinical procedures and protocols that show up as due this month on a calendar managed by the organization clerical staff, would be sent to the CMO. The CMO might have a NP who is an asthma champion review the asthma protocol against current recommendations and suggest changes. The CMO signs off on the changes and includes this in the communication to clinical staff and the new copy is kept on a shared drive. Printing a paper copy is discouraged, to assure that everyone is looking at the most recent copy. Hope this helps.

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