HEALTHCARE OPERATIONS CHECKLIST: COMPLIANCE & EFFICIENCY

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--- PATIENT ACCESS & SCHEDULING ---
[ ] Average Wait Time (Minutes)
[ ] Appointment Scheduling Method (Online Portal, Phone, In-Person)
[ ] Last Patient Satisfaction Survey Date
[ ] Summary of Recent Patient Access Issues
[ ] Patient Identification Verification Method (Photo ID, Date of Birth, Insurance Card)
[ ] No-Show Rate (%)
[ ] Communication Methods Used for Appointment Reminders (Text Message, Email, Phone Call)
[ ] Patient Registration Form Version Number

--- CLINICAL WORKFLOW OPTIMIZATION ---
[ ] Average Patient Wait Time (Minutes)
[ ] Standardized Order Sets Utilization? (Fully Implemented, Partially Implemented, Not Implemented)
[ ] Describe Current Patient Throughput Process
[ ] Which Workflow Areas Have Been Optimized Recently? (Medication Reconciliation, Lab Ordering, Referral Process, Discharge Planning)
[ ] Date of Last Workflow Review
[ ] EHR Integration Efficiency? (Highly Efficient, Moderately Efficient, Inefficient)
[ ] Document any identified bottlenecks or inefficiencies

--- REGULATORY COMPLIANCE (HIPAA, ETC.) ---
[ ] HIPAA Security Rule Assessment Completion Date (Completed within last year, Completed within last 2 years, Not Completed, N/A)
[ ] Business Associate Agreements (BAAs) in Place? (Yes, all required BAAs are current, Yes, some BAAs are current, No, Reviewing/Updating)
[ ] Last HIPAA Privacy Rule Training Completion Date
[ ] Number of Reported HIPAA Breaches (Past Year)
[ ] Summary of Recent Privacy & Security Audits (Findings & Actions)
[ ] Patient Rights Training Completion Status (Completed by all staff, In Progress, Not Started, N/A)
[ ] Copy of Most Recent HIPAA Risk Assessment

--- REVENUE CYCLE MANAGEMENT ---
[ ] Clean Claim Rate (%)
[ ] Days in Accounts Receivable (A/R)
[ ] Coding Accuracy Review Frequency (Daily, Weekly, Monthly, Quarterly)
[ ] Last Claims Submission Audit Date
[ ] Summary of Recent Denial Trends & Analysis
[ ] Patient Billing Statements - Format Compliance (Compliant, Needs Review)
[ ] Percentage of Claims Submitted Electronically

--- FACILITY MANAGEMENT & SAFETY ---
[ ] Last Fire Safety Inspection Date
[ ] Fire Extinguisher Inspection Count
[ ] Emergency Lighting Functionality (Fully Functional, Minor Issue, Non-Functional)
[ ] Observations Regarding Building Security
[ ] Copy of Recent HVAC Maintenance Report
[ ] Number of Safety Hazards Identified
[ ] Date of Last Chemical Inventory Audit

--- SUPPLY CHAIN MANAGEMENT ---
[ ] Inventory Levels of Critical Supplies (e.g., PPE)
[ ] Last Supply Chain Audit Date
[ ] Supplier Performance Rating (High/Medium/Low) (High, Medium, Low)
[ ] Which departments are experiencing supply shortages? (Emergency Department, Operating Room, Pharmacy, Medical/Surgical Units)
[ ] Notes on recent supply chain disruptions or issues
[ ] Supplier Contracts (Most Recent)
[ ] Number of Suppliers Currently Used

--- IT & DATA SECURITY ---
[ ] Last Firewall Rule Review Date
[ ] Antivirus Software Last Updated
[ ] Encryption Status (Data at Rest) (Fully Encrypted, Partially Encrypted, Not Encrypted)
[ ] Security Awareness Training Topics Covered (Last 12 Months) (Phishing Identification, Password Security, Data Breach Prevention, Malware Protection, HIPAA Compliance)
[ ] Backup and Disaster Recovery Plan Document
[ ] Remote Access VPN Status (Active & Secured, Inactive, Under Review)
[ ] Number of Security Incidents Reported (Last Quarter)

--- STAFF TRAINING & COMPETENCY ---
[ ] Employee ID
[ ] Job Title (Physician, Nurse, Medical Assistant, Administrator, Other)
[ ] Date of Last Training
[ ] Training Program (HIPAA Compliance, Infection Control, Patient Safety, Emergency Procedures, Cultural Sensitivity)
[ ] Training Hours Completed
[ ] Upload Training Certificate (Optional)
[ ] Training Assessment Score (Pass, Needs Improvement, Fail)
[ ] Notes / Comments (Trainer)

--- RISK MANAGEMENT & INCIDENT REPORTING ---
[ ] Date of Incident/Near Miss
[ ] Detailed Description of Incident/Near Miss
[ ] Incident Type (Patient Safety, Security Breach, Equipment Failure, Workplace Injury, Operational Error, Other)
[ ] Number of Patients Affected (if applicable)
[ ] Contributing Factors (Human Error, Equipment Failure, Process Deficiencies, Communication Breakdown, Environmental Hazard)
[ ] Corrective Actions Taken
[ ] Date Corrective Actions Implemented
[ ] Signature of Reporting Individual
[ ] Location of Incident

--- QUALITY ASSURANCE & PERFORMANCE IMPROVEMENT ---
[ ] Patient Satisfaction Score (Overall)
[ ] Readmission Rate (30-day)
[ ] Average Wait Time (Appointment)
[ ] Audit Type Conducted (e.g., Clinical, Billing, Compliance) (Clinical, Billing, Compliance, Operational)
[ ] Date of Last Quality Audit
[ ] Summary of Audit Findings
[ ] Areas for Improvement Identified (Communication, Efficiency, Safety, Patient Experience, Staff Training)
[ ] Corrective Action Plan Details
[ ] Target Completion Date for Corrective Actions

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