PCG Protocols and Policies
- PCG Resident General Standard Work for Physicians
- During their +2 weeks on outpatient, resident will generally have between 3-4 clinics per week. Every resident is assigned to Firm A, B, C (of note, med-peds has separate clinics)
- Since residents will have periods of time when they will be gone from the clinic for 4 weeks at a time, we have developed a Trio system.
- One trio includes a resident from Firm A, B, and C (your trio assignment can be found here)
- The expectation is that residents will cover their OWN EPIC refills, phone notes, staff messages at all times unless on vacation or a rotation when they are not available to respond within 48hours
- Firm trio coverage
- Each resident has “trio partners” who are in different firms, and therefore on different +2 blocks
- Each trio will complete a firm trio coverage plan which will be emailed after everyone’s first ambo block (typically the +2 resident will cover the paperwork for the trio, while it is expected that you cover your own EPIC inbasket and refills while on inpatient services)
- Resident documentation
- EPIC notes should be completed within 24 hours and routed to the attending you staffed with
- Maximum allotted time: 48 hours to be routed to the attending for co-sign/addend and close encounter.
- Residents should not close clinic encounters.
- If clinic note is started and patient does not show up or leaves before being seen, resident should use ERR smart set to close the encounter
- Residents can use EPIC phone notes or EPIC result notes for documentation between clinics
- Residents requiring >1 reminder to complete notes > 48 hours, will receive reminders from APD and this will count towards professionalism
- Resident lab follow up
- You are expected to notify the patient within 1 week of the results
- If abnormal, call the patient and document in EPIC phone note
- If normal, can use MyChart portal or create a letter communication and forward to care team to send
- Electronic orders
- You may initiate requests for referrals, procedures, and tests using telephone or order only encounter in EPIC.
- Make sure you send a message to “AMB_PCG_orders” so they can follow up to help schedule primary care tests (mammograms, colonoscopies, etc).
- Referrals to subspecialties in EPIC will prompt that specialty to call the patient, but it’s always best to give the patient the hospital phone number (888-824-0200) and the operator can forward them to the correct department to schedule an appointment
- PCGOrders@uchospitals.edu email for emergency only
- You are expected to notify the patient within 1 week of the results
- Refills
- STANDARD REFILLS (nurse has already checked allergies, DOB, PCP, appropriate med, last appt., dose, can be done electronically, 90 days for 3 refills, correct pharmacy, etc.)
- Use approve button thru in basket
- COMPLICATED REFILLS (nurse has a question)
- Open the encounter, look at clinical information and nurse comments then either:
- Approve refills electronically
- Route back to Firm nurse with instructions
- Open the encounter, look at clinical information and nurse comments then either:
- MEDS REQUIRING NURSE PHONE IN (rare)
- Open encounter, looks at clinical information
- MD to change refill to “Phone In”
- Approve refill electronically
- Route to RN with instructions to phone in
- MEDS REQUIRING PRINTED SCRIPT (i.e. rare Pt request)
- Open the encounter, reviews clinical information
- Look at last controlled med refill or appt.
- Check appropriate time frame (not requested 3-4 wks. before supply finished)
- Change refill to “Print”
- When in clinic PCP will print, sign script, and give to nurse
- If not in PCG, you can do this as a communication or letter and route to RN
- MEDS REQUIRING e-sign SCRIPT (i.e. controlled meds)
- Open the encounter, reviews clinical information
- Look at last controlled med refill or appt.
- Check appropriate time frame (not requested 3-4 wks. before supply finished) and ILPMP if needed
- Use DUO to electronically sign
- STANDARD REFILLS (nurse has already checked allergies, DOB, PCP, appropriate med, last appt., dose, can be done electronically, 90 days for 3 refills, correct pharmacy, etc.)
- PCG Precepting
- Preceptors are expected to arrive on time and stay until all patients are seen and discussed
- Preceptors are expected to be available to residents outside of clinic hours by page or email to answer questions about clinic patients.
- Preceptors should sign all residents clinic notes within 48 hours and work with the Ambulatory Associate Program Director to monitor residents clinic note responsibilities
- Preceptors should verify that residents have reviewed/addressed major test results ordered in clinic ( i.e. if a CXR show a chest mass the attending needs to make sure the residents arranges appropriate follow up or do so themselves.)
- Preceptors should be available for RN to answer questions/refills, when resident is not responding
- Firm Faculty Coaching
- You are assigned a Firm Faulty Coach (listed here) who will precept you during your ambo block.
- There is time blocked off dedicated to teaching Firm Faculty Coaching topics (coaching time listed next to attending name)
- There are dedicated topics for each PGY year
- APN support
- APNs will see patients independently with certain medical conditions (T2DM, HTN, depression, COPD, high cholesterol, MSK concerns, etc). They will be scheduled with patients when PCP’s are not on +2 and trio partners are full
- All workup and results will be routed to the APN and PCP; you should coordinate with the APN to determine the most appropriate follow up plan
- Before going on vacation, make sure to do the following:
- Sign your pager out to 6631 (ATG)
- Place out of office message in EPIC
- Send message to RN with dates you will be away and who is covering your inbasket
- Establish MD coverage for paperwork folder (trio partner)
- Place out of office for email with coverage instructions
- Late patient policy:
- <15 min late – PSR will check in and room (if last appt of session, if > 20 min late reschedule)
- 15-45 min late – PSR will page or secure chat provider for guidance- if no response w/in 10 min, patient will be roomed
- PSR staff will automatically schedule a patient for an open slot later in session with same provider if available
- > 45 min- PSR will reschedule unless provider notes otherwise by adding note to scheduling notes or calling front desk
- Attending preceptor should be paged or sent a secure chat if resident patient is > 15 min late – attending will review resident progress and determine if patient can be seen
- Providers must carry pager/phone into patient rooms to be able to respond to pages. MAs cannot find provider to inform of late patients
- Call center staff will page the provider when a UCM employee is added late to an open slot to provide notice of the add on
Important Resources
- Clinic reschedule request
- Requests must be at least 3 months in advance to allow adequate time to adjust scheduling
- Each resident is allowed 3 clinic requests per year
- PCG Holidays
- AMS Clinic Summary Sheet
- Controlled Meds List (cannot be e-prescribed)
- Dentist Look-Up
- Department of Aging
- Durable Medical Equipment
- LGBTQ+ Resources
- Map of PCG
- Menopause Sx and Treatment
- Opioid and Substance Use Resources
- Pharmacy Hypertension Management Service
- POLST IL Form
- Behavioral Health Screening and Clinical Decision Support: tools and information on referrals
- Vaccines available in PCG clinic
Other PCG providers and services
- Pharmacy: PCG pharmacist Amy Wainwright
- Remember to use “PHARM7” consult order for cost of meds, assess if prior auth is needed
- Social Work: Daviel Thomas
- Can also place consult to Social Work in EPIC
- Behavioral Medicine (BMED): Fabiana Araujo
- Place consult in EPIC
- Collaborative Care Service: Neda Laiteerapong, Nicole Schlinske, Samantha Allen, Asthante White, Carly Lusk
- Social worker who can provide diagnostic consultation, care management, consultative psychiatry, and brief therapeutic interventions (bi-weekly virtual visits for approximately 3 months)
- Place order in Epic
- Scheduling Line: x20240
- DCAM 3B Fax #: 773-702-2230