HIM 510 Milestone One Guidelines and Rubric
Overview: This is your first opportunity to begin working on your final project, which asks you to design and develop training materials.
Recall that you identified a problem early on: staff’s common practice of forgetting to log off computers in public or clinical spaces, potentially allowing
unauthorized persons to access protected PHI. Now, another serious issue involving the clinical staff has arisen. Various regulatory violations have been levied
against the hospital. Specifically, the violations assert that discharge paperwork is not being completed correctly, with some not being properly signed.
You realize that you need to create new policies addressing these issues and train your staff to comply with them. The Joint Commission mandates healthcare
organizations include a set of standard components in their discharge summaries, such as reason for visit/hospitalization, diagnoses/findings, discharge
conditions, patient and family instructions, and the provider’s signature. The discharge summary is an invaluable document that facilitates continuity,
coordination, and transition of care. It should be fully assembled, analyzed, and completed within 30 days of discharge unless state law specifies another time
frame.
Prompt: Integrate your knowledge of properly completing discharge paperwork with your research on regulations designed to protect PHI. You may also want to
conduct additional research on training processes and methods. Then present a clear strategy including well-defined policy statements and an effective training
plan for putting these requirements into practice.
Use the Milestone One Template document to complete the steps listed below:
Develop clear policy statements for Mercy Vale. Based on your research, write clear, comprehensive policies addressing the two issues:
o Protecting PHI on public and clinical computers
o Completing discharge paperwork fully and correctly
Explain how your policies guide staff in keeping patient health information secure.
Explain how your policies provide procedures for management to track access to patient health information.
Explain how your policies align with appropriate health laws to further improve the organization’s compliance with standard-setting agencies.
Explain how your training plan recommends leadership strategies that foster improved ethical practices of employees when working with health
information.
Recommend leadership strategies that encourage effective collaboration between members of the health information management team and other
staff members in the organization.
Explain how your training plan clearly demonstrates to employees the steps of new procedures that employees must now perform and follow,
supporting with examples of how employees will act out procedures.
Explain how your training plan clearly demonstrates how these new procedures will improve compliance with regulations and standard-setting agencies.
Explain how your training plan clearly demonstrates the importance of these new procedures in terms of patient safety and security of patient
information.
Explain how your training plan recommends leadership strategies that could be used by management in disseminating and enforcing these new
procedures.
Outline a training plan to gain buy-in from staff on complying with the new policies.
Rubric
Guidelines for Submission: Fill in the Milestone One Template. Use APA formatting to cite all sources used.
Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value
New Policy and Meets “Proficient” criteria and Develops a new policy for the Develops a new policy for the Does not develop a new policy 10
Procedures: Secure demonstrates keen insight into organization that guides organization that guides for the organization that guides
how to improve compliance employees in keeping patient employees in keeping patient employees in keeping patient
through new policy creation health information secure health information secure but health information secure
policy is cursory or illogical
New Policy and Meets “Proficient” criteria and Develops a new policy for the Develops a new policy for the Does not develop a new policy 10
Procedures: Track demonstrates keen insight into organization that provides organization that provides for the organization that
how to improve compliance procedures for management to procedures for management to provides procedures for
through new policy creation track access to patient health track access to patient health management to track access to
information information but policy is cursory patient health information
or illogical
New Policy and Meets “Proficient” criteria and Develops a new policy for the Develops a new policy for the Does not develop a new policy 10
Procedures: Health demonstrates keen insight into organization that aligns with organization that aligns with for the organization that aligns
Laws how to improve compliance appropriate health laws to appropriate health laws to with appropriate health laws to
through new policy creation further improve the improve the organization’s further improve the
organization’s compliance with compliance with standard- organization’s compliance with
standard-setting agencies setting agencies but policy is standard-setting agencies
cursory or illogical
New Policy and Meets “Proficient” criteria and Recommends leadership Recommends leadership Does not recommend 10
Procedures: Ethical demonstrates a sophisticated strategies that foster improved strategies that foster improved leadership strategies that foster
Practices awareness of strategies leaders ethical practices of employees ethical practices of employees improved ethical practices of
can use to foster improved when working with health when working with health employees when working with
ethical practices among information information but health information
employees recommendations are cursory
or illogical
Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value
New Policy and Meets “Proficient” criteria and Recommends leadership Recommends leadership Does not recommend 10
Procedures: demonstrates a sophisticated strategies that encourage strategies that encourage leadership strategies that
Collaboration awareness of strategies leaders effective collaboration between effective collaboration between encourage effective
can use to foster improved members of the health members of the health collaboration between
collaboration among employees information management team information management team members of the team and other
and other staff members in the and other staff members in the staff members in the
organization organization but organization
recommendations are cursory
or illogical
Training Materials: Meets “Proficient” criteria and Designs training materials that Designs training materials that Does not design training 10
Steps supporting examples are clearly demonstrate to demonstrate to employees the materials that demonstrate to
especially illustrative of how employees the steps of new steps of the new procedures employees the steps of the new
employees will act out the new procedures that employees that employees must now procedures that employees
procedures must now perform and follow, perform and follow, supporting must now perform and follow
supporting materials with materials with examples of how
examples of how employees employees will act out
will act out procedures procedures, but training
materials are cursory or
examples provided are illogical
or irrelevant
Training Materials: Meets “Proficient” criteria and Designs training materials that Designs training materials that Does not design training 10
Improve Compliance demonstrates keen insight into clearly demonstrate how these demonstrate how these new materials that demonstrate how
how to clearly demonstrate new procedures will improve procedures will improve these new procedures will
how the new procedures will compliance with regulations compliance with regulations improve compliance with
improve compliance and standard-setting agencies and standard-setting agencies regulations and standard-
but training materials are setting agencies
cursory or examples provided
are illogical or irrelevant
Training Materials: Meets “Proficient” criteria and Designs training materials that Designs training materials that Does not design training 10
Importance demonstrates keen insight into clearly demonstrate the demonstrate the importance of materials that demonstrate the
how to clearly demonstrate the importance of these new these new procedures in terms importance of these new
importance of these procedures procedures in terms of patient of patient safety and security of procedures in terms of patient
in terms of patient safety and safety and security of patient patient information but training safety and security of patient
security of patient information information materials are cursory or information
examples provided are illogical
or irrelevant
Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value
Training Materials: Meets “Proficient” criteria and Recommends leadership Recommends leadership Does not recommend 10
Leadership Strategies demonstrates sophisticated strategies that could be used by strategies that could be used by leadership strategies that could
awareness of leadership management in disseminating management in disseminating be used by management in
strategies that management and enforcing these new and enforcing these new disseminating and enforcing
could employ to enact new procedures procedures but these new procedures
policies and procedures recommendations are cursory
or illogical
Writing Includes no errors related to Includes minor errors related to Includes some errors related to Includes major errors related to 10
(Mechanics/Citations) organization, grammar and organization, grammar and organization, grammar and organization, grammar and
style, and APA citations style, and APA citations style, and APA citations, but style, and APA citations that
errors do not impede impede understanding of the
understanding submission
Total 100%
