Welcome to the ResiTrak Update Webinar Dial in to the conference call using this

number: 617.213.8002, access code 80545722 then #

Introductions Scott McCreadie Pharm.D., MBA

President, McCreadie Group Janet Teeters, M.S.

Director of Accreditation Services, ASHP

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

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

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

ASHP Residency Learning System & ResiTrak Goals & Objectives Required vs Elective

Assessment Design Program Evaluations Learning ExperiencesTracking over time Customized plans

Instruction FeedbackInstructional Objectives

TermsOutcomes: Broad category - capabilities Goals: What resident should learn to do - abilitiesObjectives: Observable, measurable behavior to

show a goal has been metCriteria: Detail to evaluate performance related

to the objectives and provide detail feedback to improve performance

Instructional Objectives: tips to helpdetermine experiences that might

help the resident learn

goal

Obj Obj Obj

C C C C C C C C C

Outcome: Patient Care exampleGoal: Document patient care activities appropriately

Objective: Appropriate selection of activities to documentObjective: Effectively document appropriate information Criteria: Written in time to be useful Follows P&P (date, time, legible, concise) Pertinent data included Accurate interpretation of data Relevant & clear plans recommended

Instructional Objective: Explain the appropriate P&P for writing notes

EvaluationsPreceptors

Formative – ongoing feedback (written, verbal, may include snapshots,etc.) Summative – at the end of the experienceSelf- 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 evaluationsReview entire Program & Preceptors DevelopmentEnd of Year completion by Resident

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 self–assessment tool required before an accreditation site visit?

ResiTrak Update ResiTrak Roles Setting up your residency program

Residency Learning Experiences Resident Schedules

ResiTrak Update Using ResiTrak

Customized Training Plans Evaluations

Scheduled Vs. On-demand Types of evaluations How you are notified Managing Tasks and Evaluations

Reports

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

Additional Roles Site Setup

“Super User” account. Has access to all resident’s information and all programs

Residency Administrator Read-only role for a given residency

ResiTrak – Setup Big PictureOne Time Only Unless Changes

ResiTrak – Setup (Each Year)

Evaluations 5 Types

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

Required at the end of each learning

experience

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 evaluationsAs part of the Learning Experience will still be delivered by ResiTrak.

Routing of Evaluations

Self Evaluation (Snapshot, Summative or Custom)

Preceptor Evaluation (Snapshot, Summative or Custom)

Tasks Tasks are things that you need to do

Specific to the individual – don’t forward Examples:

Complete evaluation Cosign evaluation

Tasks will be emailed to you directly with a hyperlink in the message http://resitrak.mccreadiegroup.com/resitrak/Members/TaskHan

dler.aspx?username=jresident@mcp.edu&task=f2cef3fb-672d-4b27-aeec-1e51c3751eb6

They will also be on your task list Tasks show up 5 days in advance of evaluations

Demo

Common Questions and Issues• I forgot my password. How do I get it?• I’m 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?

What’s 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

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

Questions and Answers