That could be something as simple as referring to the patient by name as the staff goes through the process of taking blood pressure, doing lab work, putting the patient in an examining room, confirming prescriptions and taking payment.
Wertz said this step means more than setting aside office time to review the checklist with the staff. "You need everyone to actually perform the checklists tasks." She explained that practice will identify tasks that may not be properly performed as well as out-dated tasks that are no longer necessary.
Wertz stressed that a key to developing effective checklists is to empower any member of the team to stop the process if one item on the checklist isn't followed. "We need to encourage everyone to be an advocate for quality patient care. That's what checklists are all about."