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digital.ahrq.gov/sites/default/files/docs/publication/r01hs015413-samore-final-report-2008.pdf
January 01, 2008 - chart from shelf
• Chart re-filing: returning chart to shelf
• Information look-up: reviewing … In selected
instances, charts were also pulled to allow the provider to look up information about the … The CCOE tool had a feature which automated printing of
prescription labels to paste into charts for … Results: Extraction of Information from the Paper Charts. … The chart review process revealed differences in how
the paper charts were organized to support medication
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digital.ahrq.gov/sites/default/files/docs/publication/uc1hs015302-mullen-final-report-2008.pdf
January 01, 2008 - During a single thirty day period, the primary document for
patient care was reported 12,671 charts … The charts were pulled which gives rise to the potential for the chart
to be unavailable at the point … It also represents a significant cost in labor to continually
pull and return charts.
5
The … was significantly increased by
the routine practice of pulling charts to complete all of the above … Christensen and significant improvement in charts not having
missing information was realized.
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digital.ahrq.gov/ahrq-funded-projects/rural-community-partnerships-electronic-medical-record-emr-implementation/annual-summary/2008
January 01, 2008 - Observations cited a total of 12,671 charts pulled from practitioners’ archives over the course of a … It also represents a significant cost in labor to continually pull and return charts. … The potential for information availability related to missing charts was significantly increased by the … need to keep charts out of the filing system while updating them with new information. … information not found in the patients chart was also analyzed pre- and post-implementation.
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digital.ahrq.gov/sites/default/files/docs/page/percentage-of-verbal-orders-quick-reference-guide.pdf
March 01, 2009 - each accounting
for 38 percent of the orders.5
Source of Data for the Measure:
Preimplementation—chart … A simple chart or graph that displays the
decrease in verbal orders over time is an
effective way to … However, this may require manual chart
reviews, which can be expensive. … Any manual chart
review is resource intensive in terms of space, time,
and costs. … Consider whether these resources are
available before conducting any manual chart review.
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digital.ahrq.gov/sites/default/files/docs/workflowtoolkit/IFQHC_operational_redesign_patient_flow_worksheet.pdf
January 01, 2007 - Yes No
Is chart checked for any needed forms? … What roles could be expanded to facilitate documentation in patients’ charts? … How many days before the visit do you prep charts? _________
5. … How much time is devoted to prepping charts per day? _______ (hrs.)
6. … ( – low priority; – high priority):
• Moving charts offsite ____
• Eliminating chart pulls for visits
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digital.ahrq.gov/health-it-tools-and-resources/ahrq-funded-project-resources-archives/governance-considerations
January 01, 2023 - Includes sample organization chart.
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digital.ahrq.gov/sites/default/files/docs/page/TMS_Lifebook_ver2000.mdb
June 16, 2021 - TMS Lifebook 04-01 ver97
ActivityCode AlphaCode MajorCategory MinorCategory
1 A1 Computer - Read Chart … Email
9 A9 Computer - Read Forms
10 A10 Computer - Read Other
11 B1 Computer - Looking For Chart … Writing Emails
23 C4 Computer - Writing Forms
24 C5 Computer - Writing Other
25 D1 Paper - Read Chart … D8 Paper - Read Mail
33 D9 Paper - Read Forms
34 D10 Paper - Read Other
35 E1 Paper - Looking For Chart
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digital.ahrq.gov/health-it-tools-and-resources/implementation-toolsets-e-prescribing/toolset-e-prescribing/tool-52c-sample-task-table-erx-renewal
January 01, 2023 - Protocol for staff renewal and E-prescribing system linked to the practice management system; patient chart … lab results, current medication list, and insurance coverage information; if needed, pulls patient chart … lab results, current medication list, and insurance coverage information; if needed, pulls patient chart
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digital.ahrq.gov/health-it-tools-and-resources/ahrq-funded-project-resources-archives/adverse-drug-events-trigger
January 01, 2023 - Trigger Tool
Description
The Adverse Drug Events Trigger Tool standardizes the chart
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digital.ahrq.gov/sites/default/files/docs/page/medication-turnaround-time-quick-reference-guide.pdf
August 05, 2025 - Source of Data for the Measure: You could capture
data for this measure in a chart review, in usage … • Chart Review/Usage logs: Collect time and date
information. … If you choose to do manual chart and
medication record reviews, you may have to
consider a sample of … medication orders due to
the resources required for paper chart reviews. … Some experts
caution against relying on chart reviews because
of possible inaccurate time and date
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digital.ahrq.gov/ahrq-funded-projects/etiology-medication-ordering-errors-computerized-provider-order-entry-systems
January 01, 2023 - causes of medication ordering error traditionally uses retrospective methods--such as case studies, chart … Finally, the research team conducted chart reviews on all 1,074 VAT-triggered orders to identify the … ordering error, verify whether clinician-reported reasons for the ordering errors aligned with the chart … Ordering Errors in Computerized Provider Order Entry Systems Document Type: Report Research Method: Chart
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digital.ahrq.gov/sites/default/files/docs/resource/b4_singh_017020_archives_17_part2.pdf
January 01, 2009 - 1/2
In an effort to bring some standardization and efficiency to the chart-review … , a set of screening criteria identifying the presence
of certain sentinel words or results in the chart … In the second step the ''triggered'' charts are reviewed further to determine whether an
adverse event … occurred and, if so, to obtain additional details from charts, such as preventability
and severity. … Undetermined: Not enough information provided in the patient chart to confidently give a severity level
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digital.ahrq.gov/sites/default/files/docs/citation/r21hs018236-ziemer-final-report-2012.pdf
January 01, 2012 - The chart was correct for 84% of
CORE medications. … Comparing the entire list of core medications by person showed only 38% of charts … In the chart, hypoglycemia questions were unanswered for 26% of subjects. … Standardized review for hypoglycemia shows 38% of CHARTs failed to address hypoglycemia
and had an overall … CHART HYPO question was not
answered 25% of time.
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digital.ahrq.gov/health-it-tools-and-resources/evaluation-resources/workflow-assessment-health-it-toolkit/all-workflow-tools/value-stream-mapping
January 01, 2023 - Connect the data to corresponding boxes on the chart.
6. … ADD PROCESS AND LEAD TIME DATA to the chart, including things such as delays and set-up time.
7.
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digital.ahrq.gov/ahrq-funded-projects/using-electronic-records-detect-and-learn-ambulatory-diagnostic-errors/annual-summary/2010
January 01, 2010 - Manual chart reviews of the electronic records were conducted to verify the presence of diagnostic errors … Manual chart reviews of the electronic records were performed to determine the presence or absence of … trigger to identify diagnostic near-misses in primary care. ( Achieved )
2010 Activities: In 2010, chart … improved the analytic ability but lengthened the data collection period, especially given constraints of chart
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digital.ahrq.gov/ahrq-funded-projects/connecting-healthcare-central-appalachia/annual-summary/2008
January 01, 2008 - Other measurements include turnaround times on chart scanning and indexing, which determines how soon … after discharge the EMR is available to the physician, and chart delinquency rates. … The turnaround for charts after discharge has improved. … With the EMR system in place, clerks make timely rounds of the nursing units to pick up charts of discharged … The charts are then scanned and indexed to assure that all the forms in each chart are electronically
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digital.ahrq.gov/health-it-tools-and-resources/workflow-assessment-health-it-toolkit/experience/beeler-2009-response
January 01, 2009 - calls about three kids with the same question, then three separate tasks must be created to go in three charts … I no longer have to search for a chart. … In the old workflow the front desk would take labs off the printer, pull the chart and bring to my desk … Now I just get the lab papers, I have to pull up the chart in the EMR."
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digital.ahrq.gov/ahrq-funded-projects/automating-assessment-obesity-care-quality/annual-summary/2011
January 01, 2011 - An abstraction form and process were developed to enable chart review to validate the measures. … Both KPNW and OCHIN chart reviews were completed with a 10 percent sample validation, using a practicing … primary care clinician to ensure the quality of chart reviews. … subsequently executed and the project team was able to view patient data and begin the key tasks of chart
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digital.ahrq.gov/ahrq-funded-projects/using-electronic-data-improve-care-patients-known-or-suspected-cancer/annual-summary/2012
January 01, 2012 - Outcome measures, obtained through chart reviews, consisted of time intervals between several key steps … The second half of the year was dedicated to chart reviews from the intervention and control group medical … to develop the initial triggers, the project team used two no-cost extensions to complete the RCT, chart
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digital.ahrq.gov/health-it-tools-and-resources/workflow-assessment-health-it-toolkit/experience/baron-rj-et-al-2005
January 01, 2005 - had to use new on-screen forms to record telephone messages; pairing electronic messages with paper charts … "Every patient represented a "new patient" to the electronic health record, and the old paper chart had … to be abstracted and data moved into the electronic chart [by the physician]. … Some aspects of chart abstraction could perhaps have been delegated (for example, entering medication … produced automatically by our system) more efficiently to specialists, and spend less time paging through charts