Form Settings: 9. Summary Page Tools Settings

In this section, you can manage the Continuous Quality Improvement (CQI) tools on the Summary Page of the form.

The Actions widget can be managed by clicking on the form card (arrow on the right-hand side), followed by the Linked Facilities tool within the "Summary Page Tools section". Manage the Actions tool on the summary page of the Medication Incident form, specifically Corrective or Preventative Actions as defined for your organization.

The tool can be made mandatory or optional, or even disabled from showing in the form view. You can also enable certain options e.g. Action Effectiveness, and allowing 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 for users to complete (straight after selcting Submit/saving), and add additional options for "Pre Defined actions". Once updates are made select "save" at the bottom of the page.

The Contributing factors widget can be managed by clicking on the form card (arrow on the right-hand side), followed by the Linked Facilities tool within the "Summary Page Tools section".

Manage the Contributing Factors tool on the summary page. Multiple options can be selected to identify the factors that contribute to an incident.

You can also add a prompt for users to complete (straight after selcting Submit/saving). Users can also hide certain factors from showing in the list of "Contributing Factors" for the relevant form e.g. incident by clicking on the gear icon on the right-hand side (of each factor), "Disabled", and save at the bottom of the page.

9.3 Linked Facilities

Linked settings can be modified by clicking on the form card (arrow on the right-hand side), followed by the Linked Facilities tool within the "Summary Page Tools section".

If this option is enabled, two facilities can link together so they can collaborate on an incident. Examples of when this tool can be valuable is between a Pharmacy and a Compounding Pharmacy or between a Pharmacy and a Long-Term Care Home.

The tool can be made mandatory or optional, or even disabled from showing in the form view. You can also enable certain linking options e.g. a contracted facility (event sends to the contracted facility who uses Pharmapod) or a facility outside my organisaiton (event does not sent to that pharmacy/home, as they do not use Pharmapod). You can also add a prompt for users to complete (straight after selcting Submit/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". Once updates are made select "save" at the bottom of the page.

Notified/Informed settings can be modified by clicking on the form card (arrow on the right-hand side), followed by the Notified/Informed tool within the "Summary Page Tools section". 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 also how they were notified.

The tool can be made mandatory or optional, or even disabled from showing in the form view. 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 for users to complete (straight after selcting Submit/saving). Once updates are made select "save" at the bottom of the page.

Risk Matrix settings can be modified by clicking on the form card (arrow on the right-hand side), followed by the Root Causes tool within the "Summary Page Tools section". 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 reoccur.

Users can manage how the risk score is calculated, and add "Failure Mode" options. Once updates are made select "save" at the bottom of the page.

Root Cause settings can be modified by clicking on the form card (arrow on the right-hand side), followed by the Root Causes tool within the "Summary Page Tools section". Root Casues is the tool reporting staff use to add any the root cause or main cause of the event, identifying by using the "5 Why's tool".

The tool can be made mandatory or optional, or even disabled from showing in the form view. You can also add additional fields, and add a prompt for users to complete (straight after selcting Submit/saving). Once updates are made select "save" at the bottom of the page.

Staff Involved settings can be modified by clicking on the form card (arrow on the right-hand side), followed by the Staff Involved tool within the "Summary Page Tools section". Staff Involved is the tool reporting staff use to add any additional staff who were inolved in the events.

The tool can be made mandatory or optional, or even disabled from showing in the form view. You can also update the Criteria and add a prompt for users to complete (straight after selcting Submit/saving). Once updates are made select "save" at the bottom of the page.