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Intended Audience:
The audience for this teaching session is a group of 10 medical-surgical registered nurses
from a telemetry unit at an acute care community hospital. The experience of these nurses range
from 6 months to 12 years.
Teaching Plan:
To educate the staff on the importance of informing patients how to access their medical
records from the hospital as part of the Center for Medicare and Medicaid Electronic Health
Record Incentive Program.
Goal:
The staff will be able to verbalize the steps to teaching a patient to access their medical
records through the patient portal access.
Objectives:
Following a 30 minute education session on the patient portal access, the nurse will be able to
1. Verbalize the rationale for the organization to comply with the Center for
Medicaid and Medicares meaningful use requirements for patient information
regarding their hospital stay (Knowledge).
2. Identify 3 out of the 8 types of patient information obtainable online regarding
their hospital stay (Comprehension).
3. Explain the 3-step process for a patient to gain access to their patient portal
access from home (Comprehension).
4. Demonstrate the required nursing documentation for patient portal access,
within the inpatient charting system (Application).
Next, I chose a comprehension objective within the cognitive domain to ensure the
learner understood what the patient could benefit from having this patient portal access. As the
nurses will be educating their patients, I also wanted to verify they could explain to the patient
the correct sequence to gain access. This will ensure the nurse also has an accurate
understanding of how the patient accesses the patient portal from home.
Finally, as this is a Center for Medicare and Medicaid Electronic Health Record
Incentive Project, it is important that the nurses document this education appropriately within the
computer system (eHealth University: Center for Medicare & Medicaid Services, 2014). As we
all know this is a very important objective because if it wasn't documented, then it wasn't done.
The documentation supporting the education has been conducted is submitted electronically to
the government. We must meet our current benchmark, which is 50% of the defined patient
population, to receive the financial incentives.
Preparation:
Prior to the teaching session, I will provide each of the learners with background
information about the Center for Medicare and Medicaids Electronic Health Record Incentive
Program. In addition, I will also make available instructions on how to view a sample patient
portal via the hospitals website. Each nurse will be expected to review the materials and answer
a short quiz regarding the materials prior to attending the learning session. (See appendix A)
Obstacles:
As I implemented this teaching plan, I realized that I was competing with several other
equally as important initiatives that were being introduced house wide. These competing topics
included clinical hourly rounding, AIDET (Acknowledge, introduce, duration, explanation, and
thank you) skills labs, and faxed patient reports from the emergency room. As our organization
is in the middle of a transition in ownership, I noticed first hand that the staff was saturated with
new information. Knowing the importance of staff compliance with educating their patients on
patient portal access, I was able to push through the barriers and proceed with the education. At
the completion of the learning activity, I allowed time for debriefing, realizing the importance of
giving the staff time to verbalize any issues or concerns with following this process (Billings &
Halstead, 2012).
Content Outline
I.
II.
Demonstration: Demonstrate the steps the patient will take to access their electronic
health records via the patient portal access & document this in the medical record.
Rationale: This teaching approach appeals to the psychomotor domain and actively
engages the learner (Bastable, 2014).
III.
Return Demonstration/Role Playing: I split the group up into five groups of two. I
allowed each learner to verbalize the steps taken for a patient to access their medical
record via the patient portal access to their partner (patient). Then I had them switch
roles. After completing the task I had them demonstrate how to accurately document
this task in the medical record. (evaluation tool: APPENDIX B)
Rationale: Gives the learner the opportunity to gain confidence with the skill and will
better retain it (Bastable, 2014).
IV.
Outcome Evaluation:
I will evaluate the learner by return demonstration. See APPENDIX B. In order for the
learner to successfully complete the education, they will meet each of the return demonstration
key steps.
Teaching Implementation:
I successfully completed the education on 2 groups of 10 nurses on the medicaltelemetry unit at my facility in the beginning of October. I felt the education went extremely
well and I believe the staff not only understood how to complete the objectives, but understood
why it was important for the patient and the hospital. The first session took a little longer than
expected due to the class size. I wanted to ensure that I was able to evaluate each learner
demonstrate the proper education for the patient. The time I allotted for the debriefing and group
discussion at the end was a little longer than needed, so I was able to end the session within the
30 minute period. A three-item survey was provided to the participants following the education
session to evaluate and offer recommendations on how to improve the education. (See
APPENDIX C). All participants responded agree or strongly agreed to all three questions. No
additional feedback was provided on any surveys.
References
Bastable, S. B. (2014). Nurse as educator: Principles of teaching and learning for nursing
practice (4th ed.). Burlington, MA: Jones & Bartlett .
Billings, M. D., & Halstead, J. A. (2012). Teaching in nursing (4th ed.). Saint Louis, MO:
Elsevier-Saunders.
EHealth University: Center for Medicare & Medicaid Services (2014, April). An Introduction to:
Medicaid EHR incentive program for eligible professionals. Retrieved September 25,
2014, from http://www.cms.gov/eHalth/downloads/eHealthU_IntroMedicaidEHREPs.pdf
Munroe Regional Medical Center (2014). Welcome to your patient portal: My health home.
Retrieved November 25, 2014, from http://www.munroeregional.com/patients-andvisitors/my-health-home-patient-portal.aspx
Center for Medicare and Medicaid Services (2014, August). Patient electronic access tip sheet.
Retrieved November 21, 2014, from http://www.cms.gov/Regulations-andGuidance/Legislation/EHRIncentivePrograms/Downloads/PatientElecAccTipsheet_0618
2014-.pdf
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Key Points
While not an entire Medical Record, the patient can now view and edit specific
clinical/personal data posted from Munroe such as:
Lab results
Medications
Radiology Reports
Vital signs
Immunization records
Hospital data from Horizon Clinicals are aggregated and then posted to RelayHealth.
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Patient education will be provided under the tab My Health Home in the patient
information folder given to each patient on admission.
The data resides on a secure cloud making it accessible to both patients and Providers.
After reviewing the sample portal access pages on the Munroe Regional Medical Centers
Home Page, please answer the following questions about the Patient Portal.
1. What is the Purpose of The Center for Medicare and Medicaids Electronic Health
Records Incentive Program?
_____________________________________________________________________
_____________________________________________________________________
2. How does the patient gain access to their medical records from home?
_____________________________________________________________________
3. Where Can I find patient information regarding the patient portal access?
_____________________________________________________________________
_____________________________________________________________________
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Met
Not Met
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Please answer the following questions and provide additional comments. Your feedback will be
used to improve this education session in the future.
1. Objectives of the course were met? Please circle your answers below:
Strongly agree
Agree
Disagree
Strongly Disagree
Agree
Disagree
Strongly disagree
3. The teaching activities facilitated my learning? Please circle your answer below:
Strongly agree
Agree
Disagree
Strongly disagree
Comment:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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