PD Rep Onsite Eval Template - Neal

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Representative Name: Neal Pullins Support Team: Pat Doc D Site Name: Charleston Surgical Implementation Date: 11/11/13 Patient Documentation Coordinator: Sue Lardizabal Modules and Duties Representative was responsible for: Install Preparation: NA Created Travel Requests Tested Training Company Tested Demo Server Tested Live Sent Materials to Site Contacted Site Pre-Implementation Did not attend Set Up Classroom Tore down/Repacked Classroom Taught Assisted Observed Education Team Setup Training Meaningful Use RN/LPN Multidisciplinary CNA/Ward Clerk Live/Support Weeks Position: Support

Day Shift Afternoon Shift Night Shift Weekend Support 8-Hour 8-Hour 8-Hour Day Shift Modules Supported Virtual Chart Flowcharts Quality/Core Measures Electronic Forms QI Medication Reconciliation IRF-PAI eMAR RAI Med-Verify eMAR (1850+) Patient Education Documents Discharge Procedures Transfer Procedures End of Shift Medical Records/Print EMR ER Module Temp Registration EMR Viewer POC Chart Master Training POC Control Table Training POC Ad Hoc Training Electronic Form Setup Training Other Modules/Duties: ________________________________________

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Professionalism: Reports to Work/Meets Team On Time: Meets Expectations Professionally Dressed and Identified: Meets Expectations Possesses Required Materials and Prepared for Meetings: Meets Expectations Aware of Site-Specific Policies and Procedures: Meets Expectations Respectful with All Levels of Customers: Meets Expectations Respectful with All Levels of CPSI Staff: Meets Expectations Maintains Positive and Productive Attitude under Stress: Meets Expectations

Specific qualities worth complimenting: Specific qualities to improve:

Preparation and Teaching: In-House Preparation: Meets Expectations Classroom Preparation: Meets Expectations Application Knowledge: Exceeds Expectations Knowledge of Potential Issues and Best Practices: Meets Expectations Stays on Task when Teaching: Exceeds Expectations Clear and Understandable Presentation: Exceeds Expectations Maintains Control and Direction in Class: Exceeds Expectations Completes Class within Allotted Time: Exceeds Expectations Collects Rosters and Evals;; Prepares Classroom for Next Class: Meets Expectations


Implementation and Support: Software Support Knowledge: Exceeds Expectations Is Visible and Outgoing on Support Floor: Exceeds Expectations Collects and Addresses Hospital E Concerns: Exceeds Expectations Reports Issues Promptly and Through Implementation Chain: Exceeds Expectations


Leadership Abilities Identifies and Prioritizes Pertinent Issues for this Install: Meets Expectations Tracks Progress on Install Checklist and Report Binder: Exceeds Expectations Directs Others without Conflict: Exceeds Expectations Delegates and Organizes Tasks for Others: Meets Expectations Communicates Progress to Install Coordinators: Exceeds Expectations Other R Comfort Level Approaching this Rep. for Help: Exceeds Expectations Educates Representatives on Software: Meets Expectations Arrives at Positive Outcome when Faced with Conflict: Exceeds Expectations Shows Initiative: Exceeds Expectations Accepts Assignments Given by PDC/Primary/Shift Leader: Exceeds Expectations


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Additional Comments to support ratings above:

Neal did a wonderful job as co-primary for this site. The Primary and the PDC were not there for live week and Neal stepped to the task. He was always in communication with me and completed his daily summaries and had them emailed to me the same day. I have been impressed with his abilities and his desire to make the install a successful one. He gets along with his co workers and with the facility staff. I have not heard anything negative about him. He is one of my go to people when I am choosing a primary or a co-primary for my sites