Module 8 Trainer's Guide

Collecting Data With Chart Audits

Time

  • Presession preparation for learners: 60 minutes
  • Session: 60 minutes

Materials Checklist

__  Sample abstraction form. Three copies per learner. See Module 8 Appendix A.

__  Mock patient records from three time periods (online access or one copy for every two participants). See Module 8 Appendix B.

__  Sample set of electronic data pull instructions for Information Technology (IT) staff for a performance audit. See Module 8 Appendix C.

__  Access to: Gregory B, Van Horn C, Kaprielian V. Eight steps to a chart audit for quality. Fam Pract Manag 2008 July-Aug;15(7):A3-A8. Available at: http://www.aafp.org/fpm/2008/0700/pa3.html.

Objectives

Learners will able to:

  • Conduct a paper chart audit using a data abstraction form.
  • Create a sample set of instructions for an electronic data pull for a performance audit.

Exercises and Activities To Complete Before and During the Session

Presession Preparation

Read (10 minutes)

  1. Module 8.
  2. Gregory B, Van Horn C, Kaprielian V. Eight steps to a chart audit for quality. Fam Pract Manag 2008 July-Aug;15(7):A3-A8. Available at: http://www.aafp.org/fpm/2008/0700/pa3.html.

Act (50 minutes)

  1. Have learners conduct chart abstractions of Diabetes HEDIS indicators for three different time periods for the clinic WeServeEveryone. Have them use the mock patient records and data abstraction form contained in Module 8 Appendix B:
    • The date of abstraction for the following patients is October 27, 2010:
      • Billy Gato
      • Cherie Amore
      • Wendy See
    • The date of abstraction for the following patients is January 10, 2011:
      • John Donut
      • Adam Pie
      • Tom Gellato
    • The date of abstraction for the following patients is April 14, 2011:
      • Steve Apple
      • Bill Windows
      • Monica Latte

During the Session

Present (10 minutes)

  1. Module 8.

Discuss (15 minutes)

  1. What experience have you had conducting chart audits or working with performance data?
  2. What did you learn?
  3. What were your experiences conducting the chart audits for today’s session? What aspect was easiest for you? What was the most challenging? What did you learn from this presession assignment that you would apply to your work with practices?

Act (25 minutes)

  1. Divide into pairs or small groups.
  2. Have learners work together to create instructions for IT for an electronic data pull that parallels that of the paper audit they conducted during presession work. Have them use the sample Data Pull Instructions template to create the request.

Discuss (10 minutes)

  1. What did you learn from creating the instructions for IT and an electronic performance data pull?
  2. How will you use this with your practices?
Page last reviewed May 2013
Internet Citation: Module 8 Trainer's Guide: Collecting Data With Chart Audits. May 2013. Agency for Healthcare Research and Quality, Rockville, MD. http://www.ahrq.gov/professionals/prevention-chronic-care/improve/system/pfhandbook/mod8trainers.html