Past Due Numbers Reporting Accurately

#1

Best Practice and thoughts onreporting on past and coming due documents. We currently combine and reconcile the Active and Pending Document Reports to determine the ?actual? Past Due Documents. A document is still past due if it is in draft or pending. We also report on Coming Due. It is a cumbersome and lengthy process, and executive staff want report and updates every Monday. See attached report instructions. Looking to automate gathering the number of past due documents and the total number of active documents regularly, to produce a percentage of non-compliance metric for the Executive Patient Safety & Quality dashboard that will be hosted within Epic starting next year. See attached example graph for what the epic dashboard would look like. Separately, in the future, it may be possible to create drill-down functionality in our dashboard for people to see which policies that have not been reviewed on-time are driving any increase in the % non-compliance. What and how are you doing this today within your organization? What resources does PolicyStat have or will have to support these needs?Is there anything coming? I believePolicyStatisticsProgram shows Pending but does not include as a past due status. Thank you in advance for sharing your best practices, and input from PolicyStat team. Thank you, Colette

#2

Hi Colette, You can use the “Documents Due for Review” report in the admin tab for this. If you want a report of all documents that are expired, including ones that are still pending, you would put “0” in the Days Until Expiration field and make sure the Include Currently Approving is checked. This report will have a column to indicate if the approval queue was started or not. You can use this same report to also look at upcoming reviews AND expired documents by changing the Days Until Expiration date to 30, 60, 90 etc. In order to get a more visual format, we upload some of the report exports to our SharePoint and then use Power BI analytics software to grab the reports and display the information in a very visual format. You can also do this with Tableu or other BI software. We just store the exports in a server location so the BI software can pull from it on a scheduled basis. However, I also wish these reports had more information and we could connect to the data directly since exporting these 3x a week adds up in manual labor.

Commented by: Cory Wiley-Godoi