Results and Clinical Correspondence
Policy
Managing test results, significant investigations, reports, and clinical correspondence appropriately is an important part of achieving the best health outcomes for our patients.
Refer to RNZCGP: Managing patient test results, Te Whatu Ora | Health New Zealand: Transfer of Care and Test Results Responsibility, and Cole's Medical Practice in New Zealand: The management of clinical investigations
- We aim to review and action all incoming correspondence and results within appropriate time frames (usually two to three working days).
- Clinicians who will be away or unavailable for a period of time appoint a deputy to act in their absence.
- All potentially significant tests and investigations are tracked by the ordering practitioner. For significant results, the ordering clinician generates a task to themselves or the nurse in Medtech.
- The clinician who initiates any test, report, or other medical correspondence is responsible for tracking the test, managing the results, and ensuring there is a clear plan of care.
- Patients are provided with information about:
All relevant communication with patients or other providers is documented in the patient record.
See also Results Management Procedure.
Audits
We carry out regular
audits of our processes for managing results, and encourage staff to raise any concerns. Any issues that arise are reported to the clinical governance group so that opportunities for process and service improvements can be identified.
Any medical investigations requested by the practice must have a clear pathway to an outcome (request, results, communicate results, record results, patient informed, action taken, dated, time limit identified).
Auditing these processes allows the practice to see where improvements can be made. Key areas to focus on:
- identify missing results, i.e. not received from the laboratory, or ordered but information not complete.
- Provide information about the status of medical investigations that have been returned to the practice.
- Appoint a clinical team member responsible for monitoring the review and action of all incoming tests, results and medical reports (see clinical governance below).
- Appoint a designated deputy, for example a locum, to process the reports if that requester is not available or is on leave.
- Track specialist referrals.
Source: RNZCGP Indicator 5.1
Clinical governance
Q15
We ensure that all clinical correspondence has been actioned and nothing missed. Results or reports are assigned to specific staff members, who are responsible for managing and tracking them.
A designated clinical staff member checks the inbox each week to ensure all results have been received by the correct person, reviewed, and actioned.
Any issues identified with clinical correspondence are monitored as part of clinical governance to ensure they are addressed in a timely manner.
Clinicians on leave or unavailable
Clinicians taking leave appoint a deputy to act in their absence. The deputy is responsible for checking the absent doctor's inbox and managing test results.
Handovers should occur before the clinician goes on leave and after they return to ensure that clinically significant information is transferred.
Results coming into the practice
Results can arrive at the practice in different ways, e.g. electronic results, email, or paper results. All results are directed to the right person within an appropriate time frame.
Q16
Type of correspondence
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Guidelines
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Electronic results
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- Senior doctors are responsible for moving inbox documents to the designated provider inbox in Medtech, including any unassigned documents.
- The nurse manager is responsible for the nurses' shared inbox.
- All results not matched to a practice patient are directed to admin to contact the sender or forward to the appropriate destination.
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Emails
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- The practice mailbox is available from all administrative desks. Admin staff are responsible for checking incoming emails throughout the day.
- The staff member who opens an email should forward it to the relevant clinician, or complete any required follow-up.
- The staff member who opens an email should also print it and scan this into the patient's inbox.
- Staff are responsible for returning to sender or forwarding to the appropriate person any emails received in error.
- Actioned emails are copied to the relevant patient inbox, with a copy archived in the email mailbox.
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Paper correspondence
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- Reception or admin staff scan all clinical paperwork immediately into Medtech, and task the relevant clinician or hand to them directly.
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Telephone calls
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- Reception staff alert the relevant clinician to clinically significant phone calls verbally, through the PMS, or with a note.
- If the call is urgent, reception staff speak directly to a clinician.
- All clinically significant telephone conversations are documented in the patient record.
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Urgent results
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- Forward to the appropriate clinician immediately.
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Once the result has been received by the appropriate clinician, follow the practice's results management procedure.