Summary Page Tools Settings
In this section, you can manage the Continuous Quality Improvement (CQI) tools that appear on the Summary Page of the form.
Summary Page Tools can be accessed by clicking on the arrow icon (on the right-hand side of the form card you wish to update)
(Actions widget in the summary page)
Actions
The Actions tool allows you to configure and specify Corrective or Preventative Actions as defined for your organization.
1. In the Summary Page Tools section for the form, the Actions tool can be managed by clicking Actions.
2. The tool can be made mandatory or optional, or even disabled from showing in the form view. 3. You can enable certain options (e.g., Action Effectiveness) and allow open actions on closed events (i.e., an action does not need to be completed prior to an event being closed). You can also add a prompt to remind users to complete (straight after selecting Submit/saving).
4. Under Manage Fields, you can add additional options for "Pre-Defined Actions".
5. Once updates are made, click Save at the bottom of the page.
(Contributing factors in event summary page)
Contributing Factors
In the Contributing Factors tool, options can be selected to identify the factors that contribute to an incident.
In the Summary Page Tools section, the Contributing Factors tool can be managed by clicking Contributing Factors.
You can add a prompt to remind users to complete the Contributing Factors after selecting Submit and/or saving.
Users can also hide certain factors from showing in the list of Contributing Factors for the relevant form by clicking on the toolbox icon on the right-hand side (of each factor) and choosing Disabled.
Once updates are made, click Save at the bottom of the page.
(Linked facilities tool in event summary page)
C. Linked Facilities
If this option is enabled, two facilities can link together so they can collaborate on an incident. This tool can be valuable for collaboration between a Pharmacy and a Compounding Pharmacy or between a Pharmacy and a Long-Term Care Home.
In the Summary Page Tools section, the Linked Facilities tool can be managed by clicking Linked Facilities.
The tool can be made mandatory or optional, or even disabled from showing in the form view. You can enable certain linking options like a “Contracted facility” (event is sent to the contracted facility that uses Pharmapod) or a “Facility outside my organization” (event does not send to that pharmacy/home, as they do not use Pharmapod).
You can also add a prompt to remind users to complete after selecting Submit and/or saving.
There's also the ability to amend the filtering view for the relevant facilities (i.e., as they show when assigning), and the "Facility Origin" question can be set as Optional or Mandatory.
When the filtering facility “in my organization” option is selected in the “Linking Options available question” (point 4), this additional question shows controlling the ability to enable a dropdown of all of the existing facilities within the organization (when linking).
Facility Origin Selection: An additional question within the linking tool asking where the event originated.
Once updates are made, click Save at the bottom of the page.
(Notified/Informed widget within the event summary page)
D. Notified/Informed
The Notified/Informed tool is used by reporting staff to add a log of any additional staff or external people who were notified/informed at the time of the event, and how they were notified.
In the Summary Page Tools section for the form, the Notified/Informed tool can be managed by clicking Notified/Informed.
The tool can be made mandatory or optional, or even disabled from showing in the form view.
You can also enable a prompt so that the widget appears post event submission but before loading to the event summary page.
You can also add additional values (e.g. custom roles within the pharmacy/home or external people related to the incident) and add a prompt to remind users to complete after selecting Submit and/or saving.
Once updates are made, click Save at the bottom of the page.
(Risk Matrix event summary page)
E. Risk Matrix
The Risk Matrix is the tool reporting staff use to identify a risk score associated with the event to see if it has a harm level attributable to it and is likely to recur.
In the Summary Page Tools section for the form, the Risk Matrix tool can be managed by clicking Risk Matrix.
Users can manage how the risk score is calculated.
Users can also enable Failure Mode options.
With Failure Modes enabled (in section 3), users can add custom values.
Once updates are made, click Save at the bottom of the page.
(Root Cause Analysis, event summary page)
F. Root Causes
Root Causes is the tool reporting staff use to add the root cause or main cause of the event, identified by using the 5 Whys tool.
In the Summary Page Tools section, the Root Causes tool can be managed by clicking Root Causes.
The tool can be made mandatory or optional, or even disabled from showing in the form view.
You can also enable a prompt so that the widget appears post event submission but before loading to the event summary page.
Within the “Manage fields” section, you can control which questions/form fields show in root cause generation, up to 5 additional fields can be added.
Once updates are made, click Save at the bottom of the page.
(Staff Involved, event summary page)
G. Staff Involved
Staff Involved is the tool reporting staff use to add any additional staff who were involved in the events.
In the Summary Page Tools section, the Staff Involved tool can be managed by clicking Staff Involved.
The tool can be made mandatory or optional, or even disabled from showing in the form view.
You can also update the criteria as to whether or not staff are searchable for the entire organization or for an individual facility (one store) only. You can also select whether to include disabled users in the dropdown list as they can be added to the event without having access to it/the system anymore.
You can also enable a prompt so that after submission the Staff involved widget shows before the event summary page view.
Manage Fields: Enable certain fields to be mandatory or optional e.g. Checked by, Dispensed by etc.
Once updates are made, click Save at the bottom of the page.