User Journeys

Data Quality / RTT Validator

• Open a worklist (with clarity on which records are in their queue):
  • Worklist assigned by manager or by filtering to correct TFC/Clinician etc.
• Select the next record to validate.
• Investigate the record on Cerner and clinical systems/document stores:
  • If in Rova cohort – open Surveyor and assess key documents on the pathway.
  • If in Rova cohort – record a classifier validation (accept/reject) in Surveyor.
• Record validation outcome & comments using Pathfinder validation form.
• Save the validation and move onto the next record.

Data Quality / RTT Validation Supervisor / Manager

• Prioritise data cohorts for validation by DQ issue / weeks waited / TFC etc.
• Assign worklists to each team member for validation.
• Assess validation productivity (track the number of records validated per user per day).
• Quality assure validation outcomes (peer review and record pass/fail outcome, or revalidate team members’ validations).
• Report on your team’s validations by findings (outcomes) and number of records validated.

Booking Clerk

• Open/access a worklist (with clarity on which records are a priority for scheduling):
  • Worklist assigned by manager or by filtering to correct TFC/Clinician etc.
• Access validation and operational comments for information pertinent to scheduling.
• Optional: Contact patients by telephone for short-notice appointments.
• Schedule OPAs using eRS and/or Cerner, depending on cohort.
• If relevant to the operational process, record operational comments, e.g.
  • Record patient availability/unavailability.
  • Record specific support services required (transport, interpreter).
  • Record specific clinical requirements for OPA (e.g. diagnostics first).
• Ensure that correspondence has been sent for OPAs booked with sufficient notice.

Booking Centre Manager

• Prioritise patient cohorts for scheduling (weeks wait, clinical urgency, available capacity).
• Assign worklists to each team member for scheduling.
• Assess scheduling productivity by team member by day.
• Ensure that requests have been scheduled with the correct service/clinician/sub-specialty.

Specialty / Business Unit / Divisional Manager

• View the relevant PTL to assess:
  • Weeks waited profile
  • Scheduled/unscheduled profile
• View a summary of validation outcomes to understand the next steps required for patient cohorts.
• Understand and report on the performance of the business area vs targets (RTT, DM01 etc.).
• Understand and report on operational actions required (unbooked slots, outstanding requests etc.).