CQI Meetings overview
Continuous Quality Improvement, also called CQI, meetings are a tool that enables staff to review events reported in a chosen time period such as the past month or past quarter and perform a collaborative analysis in order to identify lessons learned and improve patient safety.
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Accessing CQI Meetings
Users can access the continuous quality improvement meetings view by clicking on the CQI meetings button. When you are ready to begin a meeting, click on the record new meeting button.
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Create - Meeting Title
Users can enter a meeting title. This can include the date or other information that aligns to the organization's needs.
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Create - Event Period
The Events Period field determines which events will be included in the CQI meeting for analysis.
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Create - Events Period - Custom
Selecting "Custom" will allow users to select a custom date range for which events should be included in the CQI meeting.
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Create - Pharmacy Location
The Facility selection field determines the facility for which events will be included in the CQI meeting.
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Create - Setup
The Event Type selection field determines the types of events that will be included in the CQI meeting such as good catches or incidents. Click the create button to start a new CQI meeting.
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Setup - Overview
The Setup Stage displays the previous selections and the events included based on those selections. The selections can be adjusted as needed.
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Setup - Meeting Date
Click the meeting date selector to choose the desired date for your CQI meeting.
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Setup - Participants
Add participants to the meeting using the participants field. Staff names from your organization will be suggested, but you can add other participants too. For each participant, you can indicate if the participants are present or absent using the toggle.
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Setup - Discuss
Click the next button at the top when you are ready to initiate the meeting and to proceed to the discuss section.
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Discuss - Overview
In the discuss phase all of the events that match the previously selected inclusion criteria will be displayed.
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Discuss - Insights
Using the insights toggle, you can see the analytics for the selected events including contributing factors categories, actions and others.
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Discussion - Case Notes
From the Events view, notes can be added to individual cases. These can include what was discussed or findings from the post-event workup.
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Discussion - Case Notes Add
Click "add note" to save your entered comments to the meeting record.
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Discussion - Notes
Notes added for individual cases will also appear in the notes section on the right hand side. It is best practice to review all events and add notes to each as well as adding commentary to the sections labeled Success Story, Learning Points, Safety Improvements and Safety Alert Responses.
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Discussion - Review
Once the events have been reviewed by the team, and relevant notes added, click next to move forward to the Review step of the CQI meeting.
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Review - Summary
The Review section provides a summary of the meeting discussion in a printable PDF.
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Review - Priorities
The Safety Priorities field allows you to document your organizations priorities ahead of the next scheduled CQI meeting
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Review - Next meeting
You can select a date for the next CQI meeting using the date picker.
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Complete Meeting
Click the complete button to finalize your CQI meeting.
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Confirm Meeting Completion
Click yes, complete to confirm and preserve your CQI meeting documentation securely.
