General Tab
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General Tab

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Article summary

In this section, learn how to record a new quality event in the Quality Module.


Top Buttons

Actions

-> Delete:Delete the current event

-> Cancel: Go back to the Events Home Screen without saving any changes

Done

Save changes and return to the Events Home Screen


General Area

Facility

The facility is automatically filled in based on the location you are currently located at. This is based on the location listed under your name in the top navigation bar. 

Config
The facility default mitigates the risk of incorrect data entry. If the user does not realize they are beamed up to the wrong location, they may record an event in the wrong location. If you would like your staff to be able to select other facilities in your health system, contact your dedicated Ascendco CSM today! Learn more here.

Type

This entry is automatically filled in based on the selection made with the Add button on the Events Home Screen.

Config
Event Types are completely customizable! They must be set up ahead of time in the Facility Module on the Quality Tab. Admin level users, visit the Operationalizing section for more information on the configuration of these Event Types.

Subtype

Select from the predefined options to describe the event that has occurred.

Inventory

Scan or Add the associated tray. To add manually, click the text box to open the manual add window.

Level

The Event Subtypes are grouped during configuration into larger buckets. Select a Level to filter the list. Level types are:

  • OR Infection - Event resulted in or could result in patient infection
  • OR Hurt - Event resulted in or could result in patient injury
  • OR Delay - Event resulted in a delay to the procedure
  • SPD Hurt - Event resulted in or could result in SPD technician injury
  • SPD Delay - Event resulted in a delay to SPD processes
Config
Subtypes are assigned Levels as they are created. This takes place in the Facility Module on the Quality Tab within the specific event Type.Admin level users, visit the Operationalizing section for more information on the configuration of levels and subtypes.

People Area

Once an item is scanned or a specific inventory is selected, Sonar will automatically fill in row(s) based on the tray history. These selections can be added to and modified as needed. This section is where the technician responsible for the event is specified.

Add Button

Click to add a new row to the People table.

Action Button

-> Delete: Delete the selected row

Role

Select or change the position of the user associated to this event.

Name

Select or change the name of the user associated to this event.

Config
If a user does not show up on this list, they may not have a Sonar profile created. Admin level users can add other users in the Facility Module on the Users tab. Learn more here.

Accountable

If this event resulted from the error of this user, check this box. The event will then show up in Coaching Events associated to this user.


Event Details

Notes

Any additional information that needs to be included with the record of this event can be added here.

Room

Choose the specific location of the surgery.

Surgeon

Select the surgeon who was performing the surgery.

Delay

  • Delay - Enter the number of minutes the surgery was delayed due to this event. Note that the default is 5 minutes
  • Canceled - This case was canceled due to this event
  • No Delay - This surgery did not have any delays due to this event

Followup

Record any information about the followup that occurred related to this event. Describe what was done to resolve the issue or mitigate the occurrence of the event in the future. Sometimes the event was not associated to the fault of a specific data issue or process breakdown. Check one of the boxes to signify a problem like this has caused the event.


Status

The status of the event is used for managing the event as it is recorded and processed. It can be used as a communication tool to make sure everyone stays on the same page.

Config
Note that the default status is "Accept." This default can be adjusted to fit your process better if needed. Have a conversation about this with your dedicated Ascendco Client Success Manager.

Status

  • Occurred - Events that have not been accepted or investigated yet. They have simply occurred
  • Investigating - Leadership is actively looking into these events
  • Accept - Leadership has reviewed these events and completed any necessary investigations or follow ups. Note this is the default selection
  • Appeal - There is some confusion or disagreement related to these events. Most likely needs further discussion with OR and SPD leadership

Occurred

The date and time are filled in automatically as soon as the event is created. The person who is creating the event will also be filled in. The information here can be adjusted as necessary.

Confirmed

Once the event has been investigated


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