Tip of the week: Test organization prior to going paperless
Medical Staff Leader Connection, January 12, 2012
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Turning to an electronic medium for credentialing and privileging information comes with a transitional period. Consider credentialing process material, meetings agendas, minutes, delineation of privileges, rosters, etc. for electronic formatting to eliminate the need for extensive paperwork.
Upload files with an organizational system for storing documents in mind. After uploading your files, ask a co-worker to spend some time trying to locate a number of items on the system to ensure it is user-friendly. Seek feedback on whether the organization of the electronic files makes sense and adjust organization if necessary.
Always make sure to back up all files and have a recovery system in place in the event your system goes down.
This week’s tip is from The Medical Staff’s Professional Handbook by Anne Roberts, CPMSM, CPCS and Maggie Palmer, MSA, CPMSM, CPCS.
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