Management Techniques and Problem-Solving Skills for Health Unit Coordinating



Management Techniques and Problem-Solving Skills for Health Unit Coordinating



Chapter Objectives


On completion of this chapter, you will be able to:


1. Define the terms in the vocabulary list.


2. Write the meaning of the abbreviations in the abbreviations list.


3. List five areas of management responsibilities related to the hospital unit coordinator (HUC) position.


4. Name five hospital departments that provide supplies to the nursing unit, identify the department that would provide each supply from a list of supplies, and describe the systems used for restocking supplies.


5. Identify the appropriate hospital department that the HUC would notify, using a list of nursing unit equipment needing repair and problems that need to be resolved.


6. Identify the emergency equipment that is located on a nursing unit, and give an example of reusable patient equipment that would require a daily charge.


7. Explain the importance of the change-of-shift report, and list five items that would be recorded on the census worksheet for quick reference.


8. Briefly explain a method used to record the location of patients and patients’ charts, and discuss why it is necessary to keep a record of this information.


9. Describe the HUC’s responsibilities regarding the admission, discharge, and transfer (ADT) sheet, the ADT log book, and the patient labels, and identify daily nursing forms that the HUC may prepare when using paper charts.


10. List seven steps to follow when dealing with visitors’ complaints.


11. Describe the process for sending and receiving medical records; list five guidelines for scanning medical records into the patient’s electronic medical record (EMR) and seven guidelines for filing medical records in the patient’s paper chart.


12. Explain the process of retrieving diagnostic test results with and without the EMR.


13. Given a list of several HUC tasks, identify those that would have a higher priority and those that would be of lower priority.


14. List 12 time management tips for the HUC.


15. Define two types of stress, and provide an example of each.


16. List five techniques for dealing with stress on the job.


17. Identify two common work-related injuries and five guidelines for preventing workplace injuries.


18. List four items that should be within reaching distance of the HUC’s desk area and at least six reference materials that would be located on the computer or in hard copy on the nursing unit.


19. Discuss the purpose of continuous quality improvement (CQI).


20. Identify and apply the five-step problem-solving model.



Vocabulary



Admission, Discharge, and Transfer Log Book (ADT log book)


Book used to record all admissions, discharges, and transfers on a nursing unit for future reference.


Admission, Discharge, and Transfer Sheet (ADT Sheet)


Form used to record daily admissions, discharges, and transfers for quick reference and to assist in tracking empty beds.


Brainstorming


Structured group activity that allows three to 10 people to tap into the creativity of the group to identify new ideas. Typically in quality improvement, the technique is used to identify probable causes and possible solutions for quality problems.


Census Sheet


A list of patients including room and bed numbers and other relevant information that may be printed from a computer menu.


Census Worksheet


Form used on a nursing unit that includes a list of patients’ names and room and bed numbers, with blank spaces next to each name. This may be used by the HUC to record patient activities. (May also be called a patient information sheet or a patient activity sheet).


Central Service Department (CSD) Charge Slip


Form that is initiated to charge a discharged patient for any items used during the hospital stay that were not charged to the patient at the time of use.


Central Service Department (CSD) Credit Slip


Form that is used to credit a patient for items found in the room unused after the patient’s discharge or when a patient was mistakenly charged for an item that was not used.


Central Service Discrepancy Report


List of items that are missing from the nursing unit patient supply cupboard or closet that were not charged to a patient. A discrepancy report is sent to the nursing unit each day from the central service department.


Change-of-Shift Report


A communication process between shifts, in which nursing personnel who are going off duty report nursing unit activities to personnel coming on duty (report may be provided in person or may be tape-recorded). HUCs may give the report to each other or may listen to the nurse’s report.


Continuous Quality Improvement (CQI)


The practice of continuously improving quality of each function at each level of every department of the health care organization (also called total quality management [TQM]).


Crisis Stress


A profound effect experienced by individuals and resulting from common, uncontrollable, often unpredictable life experiences.


Ergonomics


Scientific field that is concerned with human factors in the design and operation of machines and the physical environment.


Five-Step Problem-Solving Model


A step-by-step process designed to solve problems.


Memory Sheet


A notepad kept by the telephone and used to write down messages that need to be relayed and tasks that need to be completed.


Patient Label Book


Book used to store labels for patients when computer physician order entry (CPOE) has been implemented; it is also used to store labels for discharged patients for a short time after the time of their discharge.


Perennial Stress


The wear and tear of day-to-day living, with the feeling that one is a square peg trying to fit into a round hole.


React


Saying or doing the first thing that comes to mind and allowing negative emotions to take over in response to another person or event (a negative choice).


Respond


A positive approach to a person or event that puts distance between you and the event (a positive choice).


Standard Supply List


A computerized or written record of the quantity of each item that the nursing unit currently needs to last until the next supply order date (separate lists are found inside cabinet doors, in supply drawers, and on the code or crash cart).


Stress


A physical, chemical, or emotional factor that causes bodily or mental tension and may cause disease.


Supply Needs List


A sheet of paper used by all nursing unit personnel to jot down items that need reordering.








Merriam-Webster’s Collegiate Dictionary, Eleventh Edition, defines manage as “to handle or direct with a degree of skill.” The health unit coordinator (HUC) who learns to handle or direct with a degree of skill certain facets of the job is able to realize the full potential of health unit coordinating.


To implement the management techniques discussed in this chapter, it is important to (1) understand the philosophy of the health care facility, and (2) know and understand the health unit coordinating job description for the nursing unit. When hired, study these areas carefully. Implementation of the electronic medical record (EMR) and computer physician order entry (CPOE) has resulted in increased managerial responsibilities for the HUC. It is important to remember that the nursing unit will function more efficiently when unit personnel work as a team. The HUC is an important member of the health care team who has great influence on how efficiently the nursing unit functions.


Although the HUC position does not usually include direct management of people, how the HUC manages certain aspects of the job indirectly affects the other nursing unit personnel and the patients. Management can be divided into the following five areas:




Management of Nursing Unit Supplies


Responsibility for monitoring and maintaining supplies used on the nursing unit varies greatly among hospitals. However, this function definitely falls into the nonclinical category of tasks and is a part of the HUC job description in most hospitals with or without EMRs. Supplies stocked on a unit will vary depending on the unit specialty—for example, a pediatric unit will stock diapers, bottles, and similar items, and an orthopedic unit will stock slings, sandbags, and other orthopedic equipment and supplies.


Proper management of nursing unit supplies and equipment greatly enhances the delivery of patient care. Improper management can result in minor annoyances, such as the doctor’s discovering that the batteries are burned out when attempting to use the unit’s ophthalmoscope to examine a patient’s eyes. Management of nursing unit supplies involves all areas of the nursing unit.



Common Areas Located on a Typical Nursing Unit




Nurses’ station: Used as a reception desk and is the hub of activity. Contains the HUC workstation, and computers where doctors, nurses, and other health care professionals enter orders and other documentation into patients’ electronic or paper records. Equipment located in the nurses’ station includes computers, printers, scanner, telephones, and fax machine (see Fig. 1-1 on p. 3).


Patient rooms: Used to admit patients for treatment and care (medical, surgical, trauma, or obstetric patients).


Unit kitchen: Used to store food items and to prepare beverages and snacks for patients.


Linen room or cart: Used to store linens.


Employee lounge: Used by nursing unit personnel for conferences, breaks, and other activities.


Report room: Room used by nursing personnel who are going off duty to give a change-of-shift report to personnel who are coming on duty (report may be provided in person or may be tape-recorded).


Medication room or computerized medication cart: Used to store and to prepare medications for administration by nursing personnel.


Treatment room: Room used to perform invasive procedures such as lumbar puncture (spinal tap).


Central service closet or cart: Used to store items such as gauze pads, elastic bandages, adhesive tape, alcohol pads, masks, and protective gloves.


Utility room: Used for the storage and care of patient care equipment. Most hospitals have two utility rooms. One is referred to as a contaminated or “dirty” utility room, where used equipment such as intravenous pumps and air mattresses are stored until picked up by CSD personnel to be cleaned and sterilized for distribution as needed. The other is used as a storage room where frequently used equipment, such as intravenous poles, bedside commodes, and bedpans, is stored.


Visitor waiting room: Used as a visiting area for patients’ relatives and friends


Conference room: Used for patient care conferences or as a place where a doctor or a pastor can speak to family members in private.



Departments that Provide Nursing Unit Supplies


The patient is charged for some items, such as catheter trays and medications, whereas other items, such as paper chart forms, hand soap, paperclips, and so forth, are charged to the nursing unit budget.



Purchasing Department


Purchasing department supplies consist of nonnursing items, such as paper chart and requisition forms, pencils, staples, flashlights, and numerous other items. Figure 7-1 illustrates an example of a purchasing department order form. Items received from the purchasing department are paid for from the nursing unit budget. A cost control center number for the nursing unit is placed on all requisitions issued by the unit. Restocking of purchasing department supplies is done weekly or bimonthly and is the most demanding of all supply tasks. It is important to order what is needed in a timely manner.




Central Service Department


Central service department (CSD) supplies used for nursing procedures that are stored in the CSD department need to be requisitioned and are charged to the patient. (See Fig. 11-2 for an example of a CSD computer screen.) Smaller items, such as adhesive bandages, tongue blades, alcohol, and sponges, are covered by the nursing unit’s budget.



Pharmacy


The pharmacy issues supplies that include all medications administered to patients. Medications kept on the nursing unit include three classifications: (1) controlled substances, which are in a computerized dispensing cart or locked in the narcotics cupboard; (2) daily and as-needed (prn) medications that are currently being administered to patients according to doctors’ orders; and (3) a unit stock supply of frequently used medications, such as Tylenol and aspirin. Restocking of medications is usually performed on a daily basis, and the stock supply is replenished as needed. Medications are charged to the patients who received them; therefore pharmacy supplies are not covered by the nursing unit’s budget. Charges cover the cost of administration supplies, such as needles and syringes, and usually are determined on the basis of information found on the patient’s medication record sheet.





Systems Used in Determining Need and Restocking Unit Supplies


A busy nursing unit stocks a variety of supplies to keep the unit functioning smoothly. Two systems are used for restocking supplies. One system is used by the HUC and/or a unit aide, who determines the supplies needed and orders them from the supplying department. Supplies that the HUC is usually directly responsible for maintaining include consent forms or, if applicable, paper chart forms. In many hospitals, all patient chart forms are computerized and may be printed as needed. Other supplies include office supplies, batteries, nutritional care supplies, and other miscellaneous items. Only the needed quantity of supplies should be maintained on the nursing unit. Overstocking may result in waste because some items become outdated and are no longer useful. Understocking may result in wasted time and a delay in a patient’s treatment.


Most hospitals use a standard supply list (Fig. 7-3), a computerized or written record of the quantity of each item currently needed by the nursing unit to last until the next supply order date. Standard supply lists are sometimes located inside cupboard doors or at the bottom of drawers where supplies are stored. To determine and order the number of supplies needed, simply compare the quantity on the standard supply list with the quantity of the item on the shelf, and requisition the difference. Keep in mind that the standard supply for many items may change and the standard supply list must be updated to reflect the changes. Another suggestion is to maintain on the nursing unit bulletin board a supply needs list for items (other than those maintained by the CSD) and ask all nursing unit personnel to record supplies that are running low (Fig. 7-4). This list may be used as a reference for items needed when you are ordering supplies for the nursing unit. The HUC may take inventory of nutritional care supplies such as crackers, juices, milk, coffee, and tea and order appropriate quantities for the nursing unit.




A second system, used by the supplying department such as the CSD, involves a computerized list of items used or a manual list made by a CSD technician making daily rounds throughout the hospital and restocking supplies as needed (similar to restocking of shelves in a grocery store). When electronic records are used, items taken from the supply closet are scanned into the patient’s record, the patient is charged, and the CSD has a record of items used. A central service discrepancy report is a report that lists items that are missing from the supply closet or locker but were not charged to a patient. This discrepancy report and a list of items charged to patients from the previous day will be sent to the unit each afternoon from the CSD. The HUC compares the items on the discrepancy report with the list of items charged to patients to locate the missing items. Items are charged to the appropriate inpatients and a central service department (CSD) charge slip is used to charge items to a discharged patient’s account when necessary to do so. A central service (CSD) credit slip is used to credit a patient for unused items left in the discharged patient’s room or mistakenly charged to a patient. The cost of items that cannot be accounted for is charged to the nursing unit budget. Most hospitals have scanners located in the CSD closet or locker so items removed can be easily scanned and charged to the appropriate patient.



Management of Nursing Unit Equipment


Equipment Stored at the Nurses’ Station


The HUC is responsible for monitoring all electronic equipment used on the nursing unit including computers, printers, copy machines, scanners, and phones and requesting repairs as needed. It is important to maintain the printer, copy machines, and fax machine by adding paper as needed and checking ink levels frequently. Flashlights, ophthalmoscopes, otoscopes, thermometers with disposable covers, blood glucose monitors, and other items used by doctors and nurses to examine patients are stored on the nursing unit. The HUC is responsible for checking this equipment frequently to make sure it is in working order and for ordering new light bulbs and/or batteries as needed. The HUC is the go-to person when the unit elevators, pneumatic tube system, patient call lights, or televisions are not functioning or there is a problem with plumbing or temperature. Burned-out electric light bulbs, an overflowing toilet, and other unpredictable problems need immediate attention. The HUC should know the appropriate person or department to call. The hospital information technology (IT) department would be responsible for the repair of communication equipment, such as computers and telephones; other repairs would be handled by the maintenance department. For immediate repair service, notify the maintenance department by telephone or pocket pager and, if necessary, complete the appropriate requisition.


Note: Larger hospitals may have divisions in the maintenance departments, such as “temperature control” and plumbing.



General Maintenance of Nursing Unit Equipment


General nursing unit equipment includes furniture, electrical fixtures, bathroom items, and other equipment. Equipment requires maintenance, and the old saying “An ounce of prevention is worth a pound of cure” applies here. Ideas for more efficient location of supplies offer an improvement opportunity and should be discussed with nursing management. Most hospital units have equipment lists that show when items are due for replacement.


Preventive management of nursing unit equipment may require that the HUC make rounds of the entire unit (i.e., kitchen, utility rooms, patient rooms, waiting rooms, linen room, and staff lounge) perhaps once a week or month to check on the functioning of equipment located in these areas. Leaky faucets, frayed electrical cords, and broken hinges are a few examples of the things to look for. Make a list of all items on the nursing unit that need to be checked. Then make rounds; check each item on the list for its working order. Make a note of the items that need repair. Request that nursing unit staff note needed repairs in the unit communication book.


Frequently, patients bring electrical devices such as electrical shavers, hair dryers, radios, and other items to the hospital for use during their stay. Before these items are used, they must be examined for electrical shorts by the hospital maintenance department. The HUC may place a call to initiate this process.

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Apr 8, 2017 | Posted by in MEDICAL ASSISSTANT | Comments Off on Management Techniques and Problem-Solving Skills for Health Unit Coordinating

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