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Guide for Staff Interactive Participatory Audit - Feedback

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Audit and feedback (A&F) is an established implementation strategy to improve uptake of evidence-based practices. A&F can promote guideline-concordant care by improving how staff follow clinical practice protocols.

While most healthcare literature has focused on A&F for clinicians, we sought to develop processes to support frontline clinic staff like medical assistants (MAs). We developed theory-based Interactive Participatory Audit – Feedback (IPAF) as an implementation strategy to improve staff’s implementation of evidence-based cardiovascular disease prevention protocols. We have studied this process across over 300 encounters.

What does the toolkit contain?

This toolkit contains a script that can be used during feedback meetings regarding clinicians’ and healthcare staff members’ performance in the context of audit and feedback.

It can be used in a variety of settings and covers the following topics:

  1. Introduction
  2. Clarifying Purpose of meeting
  3. Offering Choice
  4. Feedback on How Things are Going
  5. Data Review and Goal Setting
  6. Planning Action Steps

Who should use this toolkit?

This toolkit is intended for clinicians, researchers, or health care administrators who will be administering an audit and feedback quality improvement program.

Developers of this toolkit

The Guide for Staff Interactive Participatory Audit - Feedback was developed by researchers and clinicians (Principal Investigator: Christie Bartels) at the University of Wisconsin School of Medicine & Public Health, Department of Medicine and Department of Family Medicine and Community Health, and University of Wisconsin-Madison School of Nursing.

Christie Bartels, MD, MS, (principal investigator), School of Medicine & Public Health, Department of Medicine, Rheumatology Division

Diane Lauver, PhD, RN, FNP, FAAN, School of Nursing

Edmond Ramly, PhD, School of Medicine and Public Health, Department of Family Medicine and Community Health

This project was supported by ICTR-CAP Clinical and Community Outcomes Research Pilot and Independent Grant for Learning and Change (Pfizer). Additional support was provided by the University of Wisconsin School of Medicine and Public Health’s Health Innovation Program (HIP), the Wisconsin Partnership Program, and the Community-Academic Partnerships core of the University of Wisconsin Institute for Clinical and Translational Research (UW ICTR), grant UL1TR000427from the National Center for Advancing Translational Sciences). The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health or other funders.

Toolkit citation

Bartels CM, Ramly E, Lauver D. “Guide for Staff Interactive Participatory Audit - Feedback.” University of Wisconsin School of Medicine and Public Health, Department of Medicine and Department of Family Medicine and Community Health, University of Wisconsin – Madison School of Nursing, and the UW Health Innovation Program. Madison, WI; 2018. Available at http://www.hipxchange.org/AuditFeedback 

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