Implementing a New Screening Tool in the Clinic and Improving Documentation of Critical Lab Values

To enhance patient care and safety, our clinic is implementing a new evidence-based screening tool designed to identify high-risk conditions early, ensuring timely intervention. The process begins with selecting a validated screening instrument that aligns with our patient population’s needs, such as a depression screening tool (e.g., PHQ-9) or a chronic disease risk assessment. Staff training is essential to ensure proper administration and interpretation of the tool, which will be integrated into our electronic health record (EHR) system for seamless documentation. Standardized workflows will be established, including automatic prompts during patient intake and clear protocols for follow-up on positive screens. Regular audits will track screening rates and intervention outcomes, allowing for adjustments to maximize effectiveness.

Simultaneously, we are improving the documentation and communication of critical lab values to reduce delays in treatment. A structured process will be implemented, including real-time EHR alerts for abnormal results, standardized reporting templates, and mandatory acknowledgment fields to confirm provider review. Critical values will be flagged with color-coded urgency levels, and a secondary verification system—such as nurse or pharmacist oversight—will ensure no results are missed. Staff will receive training on the new documentation protocols, emphasizing the importance of timely follow-up. Compliance will be monitored through EHR tracking and periodic chart reviews, with feedback provided to teams to reinforce adherence. By streamlining these processes, we aim to enhance patient safety, reduce diagnostic delays, and ensure consistent, high-quality care