IPRO Nursing Home Tracking/Trending Tools

To request any of these tracking forms, simply contact david.johnson@area-i.hcqis.org
It would be helpful if you would provide your facility name and location along with specific tool you are requesting

Infection and Antibiotic Tracking

Being mindful that many facilities have individuals with multiple responsibilities (i.e. both infections and antibiotic use), a MONTHLY INFECTION AND ANTIBIOTIC TRACKING FORM has been developed to streamline the tracking, analysis and monitoring of these two major areas of importance.

This monthly tracking form provides an organized tool to maintain “real-time” information for both infections and antibiotic utilization. The tracking form itself is in an Excel format for universal use. All data entry is completed and maintained on one tab/sheet within the file. All data is instantaneously summarized, analyzed and graphed for not only the entire facility, but also for up to 10 “user-defined” units or locations.

The initial set-up of the tracking form allows for the entry of up to 25 different prescribers on a separate tab/sheet that instantly flows to the prescriber “dropdown” choices on the data entry sheet.

This prescriber assignment allows the tracking form to offer “prescriber-specific” antibiotic use summaries and graphs that may be printed for separate review and conversation with the appropriate parties.

The tracking sheet also calculates appropriate rates based on resident days. There is an option to provide “location-specific” resident days to have the tracking form also calculate both infection and antibiotic use rates for each “user-defined” location. If the “infection” and “antibiotic” responsibilities happen to be split between different positions, there is a separate tracking form available for both MONTHLY INFECTION TRACKING and MONTHLY ANTIBIOTIC TRACKING. These two tracking forms are separate and distinct if it is the wish of a facility to maintain two separate tools.

Webex "IPRO Infection and Antibiotic Tracking Tool"

  • WMV Format: this version will be downloaded to your computer

Pressure Ulcer Tracking and Trending

Monthly Pressure Ulcer Tracking Form – This tracking form was developed to assist facilities with a way to track their pressure ulcers on a monthly basis. It maintains an active list of all pressure ulcers and each wound’s current status in “real time”.

The computer file is in an Excel format.  However, many of the components of the file are “protected” in an effort to both maintain the functionality of the program and prevent unintended changes by a new user.

Though this tracking form is built to be used “monthly”, once you enter the data, there is a “Month End Routine” process to “save” the monthly file with its current information at the end of the month. Then, any discharged or healed cases will be removed from the tracking form in a process to carry all remaining cases over to a “new” file for the next month.

The form also has the ability to not only summarize and graph all of the information for the entire facility, but also provide instantaneous data summaries and corresponding graphs for up to 10 separate/user-designated locations (i.e. units, floors, specialty areas, etc.).

There is a “deskside reference” guide available that will show you how to make the best use out of the Monthly Pressure Ulcer Tracking Form.  This guide will also serve as a troubleshooting guide to assist you with common issues or questions you may come upon.

Pressure Ulcer Trending Form – This trending form is a companion document to the Monthly Pressure Ulcer Tracking Form. The simple Excel file is set to graph virtually all of the summarized data across a period of 12 months as the data is hand-entered at the end of each month.  Though there are many data points that are captured in this one-time manual entry, the order entry mirrors the data summary page from each monthly file and that entry takes only a few minutes at the end of each month.

Falls Tracking and Trending

Monthly Falls Tracking Tool – This tracking form was developed to assist facilities with a way to track their falls on a monthly basis. It maintains an active list of all falls and any related aspects of each fall in “real time”.

Even though this tracking form is called the “MONTHLY FALLS TRACKING FORM”, you may use it to track and summarize whatever time frame suits your facility’s process. However, monthly tracking and immediate review has been found to be the most valuable process as compared to, for example, a quarterly review.  Timely evaluation and intervention is a must to successfully minimize the occurrence of falls.

There is a “deskside reference” guide available that will show you how to make the best use out of the Monthly Falls Tracking Form. This guide will also serve as a troubleshooting guide to assist you with common issues or questions you may come upon.

The computer file is in an Excel format.  However, many of the components of the file are “protected” in an effort to both maintain the functionality of the program and prevent unintended changes by a new user.

The form also has the ability to not only summarize and graph all of the information for the entire facility, but also provide instantaneous data summaries and corresponding graphs for up to 10 separate/user-designated locations (i.e. units, floors, specialty areas, etc.).

Falls Trending Form – This trending form is a companion document to the Monthly Falls Tracking Form.  The simple Excel file  is set to graph virtually all of the summarized data across a period of 12 months as the data is hand-entered at the end of each month. Though there are many data points that are captured in this one-time manual entry, the order entry mirrors the data summary page from each monthly file and that entry takes only a few minutes at the end of each month.

Clinical Composite Score Calculator

The composite measure score is a significant tool for monitoring improvement progress and outcomes. The composite measure score is comprised of 13 publically reported long-stay quality measures that represent larger systems within the long term care setting. The composite score is calculated by summing numerators and denominators across specific 13 long-stay quality measures to determine the composite numerator and denominator.

Currently, only 11 of the 13 quality measures included in the Composite Measure Score calculation are available on the CASPER/QIES website.  This Excel calculator tool was developed to allow users to capture those 11 of 13 quality measures and calculate a “sub-score” from those 11 clinical quality measures whose data is available.

An important aspect of any facility’s QAPI (Quality Assurance Performance Improvement) program is the analysis of available data.  This tool allows the user to calculate and monitor their own “Clinical Composite Score”, differentiating it from the “official” Composite Score.

CASPER/QIES data is updated every Monday to include all MDS submissions through the previous week. An effective strategy for this data use is to run both a “facility-level” and “resident-level” quality measure report with each reflecting a date range of the latest Monday’s date, using that same date for BOTH the “From” and “Through” variables.  What that date range offers the user is the most “real-time” data for every resident currently on their roster. PLEASE NOTE- Discharge triggers are NOT included in this date range report.  However, CURRENT triggers for CURRENT residents will be included thereby allowing the user to focus their quality improvement efforts on what they can impact.

Also included in this Clinical Composite Calculator are separate resource sheets/tabs for each of the 11 “clinical” quality measures included in the calculator.  Each resource sheet includes current Quality Measure Specifications along with some helpful strategies for users to understand the source of their statistics along with efforts to improve.

It is very important to understand the impact of both “those residents who have the (quality measure) condition”, known as the numerator, and “those residents who could have had the (quality measure) condition”, known as the denominator.

Understanding the entire calculation is paramount to validating, and improving, the statistics. The tool offers the user the ability to illustrate how a change in either side of the equation could impact the result.

Trending Form

Custom Trending Form -  This trending form is an Excel file set up for “universal” use to allow a user to trend up to 12 different focus areas or topics across their user-defined time frame (monthly, quarterly, annually, etc.). Each of the focus areas or topics entered by the user has a dedicated graph, titled with that user-defined verbiage that instantly appears within the same Excel file under a separate sheet.  Each sheet is formatted to print letter-sized/landscape for sharing and education.

Contact Us

New York

Pauline Kinney, RN, MA, LNHA, RAC-CT
Senior Director, Health Care Quality Improvement
Tel: (516) 209-5402
Fax: (516) 326-0434
pauline.kinney@area-I.hcqis.org

Maureen Valvo, RN, BSN, RAC-CT
Senior Quality Improvement Specialist
Tel: (516) 209-5308
Maureen.valvo@area-I.hcqis.org

David L. Johnson, NHA, RAC-CT
Senior Quality Improvement Specialist
Tel: (518) 320-3516
David.johnson@area-I.hcqis.org

Dan Yuricic, MA
Senior Quality Improvement Specialist
Tel: (516) 209-5458
Danny.yuricic@area-I.hcqis.org

IPRO Nursing Home Team
ipronursinghometeam@ipro.org

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