Welcome to the ResiTrak Update Webinar

1

• Welcome to the ResiTrak Update Webinar
• Dial in to the conference call using this number
  617.213.8002, access code 80545722 then

2
Introductions

• Scott McCreadie Pharm.D., MBA
• President, McCreadie Group
• Janet Teeters, M.S.
• Director of Accreditation Services, ASHP

3
Instructions

• If you have questions, please type them in the
  space provided
• We will answer as many as possible at the end
• This program is being recorded

4
ResiTrak - Overview

• McCreadie Group / ASHP
• ResiTrak web-based evaluation
• Documents evaluations
• Alerts
• Tracks
• ASHP Outcomes, goals and objectives
• Available to all programs in ASHP accreditation
  process

5
Who Is Using ResiTrak?

• 1,300 enrolled residents
• 500 residency programs
• 400 Sites
• All 50 states plus Washington DC and Puerto Rico
• 5,000 users
• 10,000 evaluations completed to date

6
ASHP Residency Learning System ResiTrak

• Goals Objectives
  Required vs Elective
• Assessment Design Program
• Evaluations Learning Experiences
• Tracking over time Customized plans
• Instruction
  Feedback
• Instructional Objectives

7
Terms

• Outcomes Broad category - capabilities
• Goals What resident should learn to do -
  abilities
• Objectives Observable, measurable behavior to
  show a goal has been met
• Criteria Detail to evaluate performance related
  to the objectives and provide detail feedback to
  improve performance
• Instructional Objectives tips to help
• determine experiences that might
• help the resident learn

goal
Obj Obj Obj
C C C C C C C C C
8

• Outcome Patient Care example
• Goal Document patient care activities
  appropriately
• Objective Appropriate selection of activities
  to document
• Objective Effectively document appropriate
  information
• Criteria Written in time to be
  useful
• Follows PP (date, time, legible,
  concise)
• Pertinent data included
• Accurate interpretation of data
• Relevant clear plans
  recommended
• Instructional Objective Explain the appropriate
  PP for writing notes

9
Evaluations

• Preceptors
• Formative ongoing feedback (written, verbal,
  may include snapshots,etc.)
• Summative at the end of the experience
• Self- Evaluations - must give Resident
  opportunities to learn
• Residents
• Preceptor Learning Experience
• Self Evaluation
• Residency Program Directors
• Customized Plan (initial assessment, update
  quarterly, reviewing residents progress)
• Review of Summative Evaluations Residents
  evaluations
• Review entire Program Preceptors Development
• End of Year completion by Resident

10
ResiTrak and Accreditation

• If I am using ResiTrak, do I meet the standard?
• Does ASHP or surveyors have access to ResiTrak?
• Do I have to submit evaluations on the Pre-Survey
  Self Assessment if I use ResiTrak?
• Will ResiTrak include the pre-survey
  selfassessment tool required before an
  accreditation site visit?

11
ResiTrak Update

• ResiTrak Roles
• Setting up your residency program
• Residency
• Learning Experiences
• Resident Schedules

12
ResiTrak Update

• Using ResiTrak
• Customized Training Plans
• Evaluations
• Scheduled Vs. On-demand
• Types of evaluations
• How you are notified
• Managing Tasks and Evaluations
• Reports

13
ResiTrak Roles

• RPD Residency Program Director
• Only one. Responsible for the entire program.
  Does customized training plan. Does final
  co-signatures on residency evaluations.
• Preceptor
• Responsible for a learning experience. Can have
  more than 1 for a learning experience. Does the
  evaluations for that learning experience. If you
  have more than one, they all get the tasks.
• Resident
• A PGY2 resident can also be a preceptor for a
  PGY1 program

14
Additional Roles

• Site Setup
• Super User account. Has access to all
  residents information and all programs
• Residency Administrator
• Read-only role for a given residency

15
ResiTrak Setup Big Picture
One Time Only Unless Changes
Do this before Enrolling residents
16
ResiTrak Setup (Each Year)
17
Evaluations

• 5 Types
• Summative (based on goals and objectives)
• Snapshot (based on criteria for an objective)
• Preceptor
• Learning Experience
• Custom

18
How to Get Evaluations

1. Add to a learning experience setup. When
   resident is scheduled for that learning
   experience, they will get those evaluations
2. You can also generate a new evaluation by the
   Generate Evaluation function on the preceptor
   menu.

Note If you use the Generate Evaluation
function, any scheduled evaluations As part of
the Learning Experience will still be delivered
by ResiTrak.
19
Routing of Evaluations
Self Evaluation (Snapshot, Summative or Custom)
Preceptor Evaluation (Snapshot, Summative or
Custom)
20
Tasks

• Tasks are things that you need to do
• Specific to the individual dont forward
• Examples
• Complete evaluation
• Cosign evaluation
• Tasks will be emailed to you directly with a
  hyperlink in the message
• http//resitrak.mccreadiegroup.com/resitrak/Member
  s/TaskHandler.aspx?usernamejresident_at_mcp.edutask
  f2cef3fb-672d-4b27-aeec-1e51c3751eb6
• They will also be on your task list
• Tasks show up 5 days in advance of evaluations

21
Demo
22
Common Questions and Issues

• I forgot my password. How do I get it?
• Im not getting any e-mail from ResiTrak. What
  do I do?
• How do I do Quarterly Evaluations?
• We have multiple preceptors on a learning
  experience. Who does the evaluation?
• How do I edit an evaluation?
• We use an alternate RPD/Primary Preceptor/ Mentor
  arrangement for our residents. How do we do
  that?

23
Whats Coming?

• Changes to the summative evaluations
• Additional evaluation of the goal in addition to
  the objectives
• Achieved for residency flag moved to the goal
  instead of the objectives
• If a goal has been achieved for the residency,
  evaluating it in future summatives will be
  optional
• Resident closeout and graduate tracking
• Entering Interests

24
Summary

• ResiTrak is a tool to help facilitate the
  management of your residency program
• Please check the Help and Support menu for
  tutorials and other help

25
Questions and Answers