or - training and orientation of operating room staff pdf
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OR - Training and Orientation of Operating Room StaffPDF
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Document Title: OR - Training and Orientation of OperatingRoom Staff
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Policy & Procedure
Revision Number: 4
Document ID: 11175
Revision Note:Triennial review: repaired links; updated references; minor formatting. No practice or process changes. Extendingreview date per policy.[Owner changed from Spruce, Kevin to Laing, Brenda by Silva, Natalie on 14-MAY-2018][Ownerchanged from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
Document Links:(Page 6) OR OSL - SA
(Page 11) OR OSL - PCA
(Page 16) Competency Assessment Validation Program
(Page 21) Employee Educational Training- Mandatory
(Page 26) OR - Reference Statement
(Page 28) Role-Based Patient Care by Scope of Practice
(Page 33) Orientation Of Patient Care Providers
(Page 37) OR - ORT Orientation & Training
(Page 39) OR - RN Orientation & Training
(Page 41) OR - UAP, PCA , ST, SPA etc. Orientation & Training
(Page 43) OR - Anesth Tech, Anesth LVN, SPA, orientation & Training
(Page 45) OR OSL - RN
(Page 52) OR OSL - ORT
(Page 57) OR OSL - Unit Clerk
(Page 62) OR OSL - Anesthesia Tech
(Page 68) OR OSL - SPA
(Page 73) OR OSL - Housekeeping
(Page 76) OR OSL - Nurse Extern
Page 2 - 2019/10/22 18:18:13
OR - Training and Orientation of Operating Room Staff
Policy & Procedure Number 11175Policy Manual Operating RoomType Policy & ProcedureDocument Owner Dempsey Ortega, Susan JEffective Date 02/22/2017Next Review Date 01/31/2020Application Scope (Applies to) CCMC Surgery
CRMC Surgery FHSH Surgery
Status / Rev # Official (Rev 4)Keywords orientation, training
I. PURPOSEA. To guide staff, educators, preceptors and management in providing an appropriate orientation and training program
for staff new to the Operating Room (OR).
II. POLICYA. Newly hired employees in the OR are to participate in a consistent, role-specific orientation and training program.B. Clinical standards and skill competencies are to be in alignment with unit-specific OR policies of Community Medical
Centers, recommended practices of the Association of peri-Operative Registered Nurses (AORN), and otherresources as detailed in the OR Reference Statementpolicy.
C. Ongoing training and competency assessment are to be done consistent with corporate Human Resources policies.
III. PROCEDUREA. Refer to the attached flow charts for a visual graph of the general flow of orientation and training by
licensure, scope of practice and job role.
1. Registered Nurse (RN)
2. Operating Room Tech(ORT)
3. Unlicensed Assistive Personnel - PCA, SPA, ST, etc.
4. Anesthesia Tech and Anesthesia LVN
B. All newly hired OR personnel are to attend Corporate Orientation and Clinical Staff Orientation, as applicable to theirjob role.
1. See Patient Care policy, Orientation of Patient Care Providers .
C. Orient the new employee to the physical unit, unit safety precautions and expectations, and overallunit routines. Follow the "First Day Safety Documentation" as a guide.
D. Assess learning needs of the newly hired staff, and provide training with the help of one ormore assigned preceptor(s) for specific skill sets required in the OR.
E. Establish initial competencies using the role-specific Orientation Skills Lists (OSL) as a guide.
1. OR OSL - RN2. OR OSL - OR Tech (ORT)3. OR OSL – Unit Clerk4.
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4. OR OSL – PCA5. OR OSL – SA 6. OR OSL – Anesthesia Tech7. OR OSL – SPA 8. OR OSL – Housekeeping9. OR OSL – Nurse Extern
F. Familiarize the newly hired staff with their specific limitations and responsibilities by job description,licensure and role. See Patient Care policy, "Role-Based Patient Care by Scope of Practice."
G. Orient the new employee to the availability and use of on-line training resources, such as:
1. Policies and Procedures - corporate and OR unit-specific2. Digital training modules (e.g. AORN, T3 by Medcom/Trainex, etc.)3. Healthstream Learning Center (HLC) modules4. Lippincott Nursing Skills modules as they apply to OR care of the patient 5. Others as applicable
H. Consider organizing a rotation through the Sterile Processing Department as appropriate and feasible.I. Follow corporate policies for ongoing training and annual competency validation.
1. Human Resources: Employee Education andTraining
2. Human Resources: Competency Assessment Validation Program
IV. DOCUMENTATIONA. Complete and submit in a timely manner, copies of the following to Human Resources:
1. First Day Safety Orientation Check Off List Competency Evaluation2. New Employee Orientation to Department3. Orientation Skills List4. Competency Assessment Validation forms
B. Complete as assigned HLC learning modules and post-tests.
V. REFERENCESComprehensive Accreditation Manual for Hospitals, Human Resources, *HR Tile XXIL
Association of PeriOperative Registered Nurses. Guidelines for Perioperative Practice. Denver, CO: AORN; 2016.
References
Reference Type Title NotesDocuments referenced by this documentReferenced Documents Anesthesia Tech and Anesthesia LV
NReferenced Documents Competency Assessment Validation Progra
mReferenced Documents Employee Education and Trainin
gReferenced Documents OR OSL – PCA OR OSL - PCAReferenced Documents OR OSL – SA OR OSL - SAReferenced Documents OR OSL - OR Tech (ORT
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Referenced Documents OR OSL - OR Tech (ORT)
Referenced Documents OR OSL - RN
Referenced Documents OR OSL a?? Anesthesia Tech
Referenced Documents OR OSL a?? Housekeeping
Referenced Documents OR OSL a?? NurseExtern
Referenced Documents OR OSL a?? PCAReferenced Documents OR OSL a?? SPAReferenced Documents OR OSL a?? Unit Cler
kReferenced Documents OR Reference StatementReferenced Documents Operating Room Tech
(ORT)Referenced Documents Orientation of Patient Care Provider
sReferenced Documents Registered Nurse (RN)Referenced Documents Role-Based Patient Care by Scope of Practic
eReferenced Documents Unlicensed Assistive Personne
l
Paper copies of this document may not be current and should not be relied on for official purposes. The current version is inLucidoc at
https://www.lucidoc.com/cgi/doc-gw.pl?ref=communitymc:11175.
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Document Title: OR OSL - SA
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 1
Document ID: 22710
Revision Note:Updated formatting and included universal service-line additions.[Owner changed from Spruce, Kevin to Laing, Brendaby Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
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Orientation Skills/ Competency Verification
Surgical Services
Surgical Assistant
Employee Number:____________________
Name:____________________________
Date Completed:______________________ Date Original sent to HR:_______________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
Corporate
Corporate Orientation
First Day Checklists
Clinical Staff Orientation
Department Overview
Tour Dress code Manual location Meetings Phone Mailbox Locker Keys Badge Access Parking Check My "Timecard" Forum SharePoint Surgical Services
Pneumatic Tube System (PTS)
Interpreter Use
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Orientation Skills/ Competency Verification
Surgical Services
Surgical Assistant
Interdepartmental Communication/pagers
HIPPA IRIS OR Etiquette/ Customer Service
Resource Management
Ordering supplies
Patient Safety
Body Mechanics Safe Pt Handling/ Emp. Injury Latex Allergy
Universal Protocol *
SCIP Measures/ NPSG
Infection Control
Hand washing Body Substance Precautions
Personal Protective Equipment
Hazardous Waste Disposal (Sharps/ Red Bag)
Isolation Precautions (Contact, Respiratory, TB)
Exposure Control Plan and follow-up, (i.e. needle stick)
Performance Improvement
Unit Specific Indicators/PI Projects
Notification Forms
Patient Satisfaction
Customer Service
Customer Complaints
Patient Protocols
Technical Partner (General Information)
Unit education/competencies (Code Blue ed.)
Call Procedure
Requests for day off, change in schedule and vacations
CPR
Manual Location
Unit specific
Patient Care
Lippincott Procedures book
Human Resources
Safety
Infection control
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Orientation Skills/ Competency Verification
Surgical Services
Surgical Assistant
Medical Staff directory
Medical Staff Privilege Binder
SS hazardous materials list
SS safe practice list
Job description/performance evaluations
Competencies
Yearly Competencies
Team Leader procedure
Absence/attendance reporting
Surgical Assistant Didactic Training
Transport
Patient transfer (bed to bed)
Positioning/Positioning devices
OR table and attachments
Shave preps
Specimen handling
Sterile technique
Surgical hand scrub
Gowning and gloving
Autoclave operation and monitoring
Sterile supplies: storage, shelf life, and rotation
The Steris System
Laparoscopy: instrumentation, video equipment
Room cleaning/turnover
Basic Technical Partner Skills
Stocking
Stock returns
Picking cases routine
Postmortem care
Assisting with spinal anesthesia
Latex free procedures
Blood transport
Customer relations
Patient confidentiality
Transporting patients
Chart pack assembly
Addressographing OR records
Biopsy cases
Equipment Care and Location
Storage areas
Sticker outdates
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Orientation Skills/ Competency Verification
Surgical Services
Surgical Assistant
Bovie
Fracture table
OR furniture
Microscopes
Positioning equipment
Anesthesia monitors
Anesthesia machines
Instruments: sterile & nonsterile
Tourniquets
Video equipment
Pneumo-tanks: changing
Equipment failure procedures
X-ray equipment
Emergency Equipment Malignant hyperthermia cart
Difficult airway equipment
Pediatric anesthesia equipment
Communication
Main control desk
RNs in area of assignment
Short Stay
Cardiac Team
Physicians
Areas of Patient Transport
Advanced Skills
Blood samples
Blood gas analysis
Core Competencies *
Self Evaluation Completed: _____________________________ _______________________________ Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
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Document Title: OR OSL - PCA
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 1
Document ID: 22709
Revision Note:Updated formatting and included universal service-line additions.[Owner changed from Spruce, Kevin to Laing, Brendaby Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 11 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Patient Care Assistant
Employee Number:____________________
Name:____________________________
Date Completed:______________________ Date Original sent to HR:_______________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
Corporate
Corporate Orientation
First Day Checklists
Clinical Staff Orientation
Department Overview
Tour Dress code Manual location Meetings Phone Mailbox Locker Keys Badge Access Parking Check My "Timecard" Forum SharePoint Surgical Services
Pneumatic Tube System (PTS)
Interpreter Use
Page 12 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Patient Care Assistant
Interdepartmental Communication/pagers
HIPPA IRIS OR Etiquette/ Customer Service
Resource Management
Ordering supplies
Patient Safety
Body Mechanics Safe Pt Handling/ Emp. Injury Latex Allergy
Universal Protocol *
SCIP Measures/ NPSG
Infection Control
Hand washing Body Substance Precautions
Personal Protective Equipment
Hazardous Waste Disposal (Sharps/ Red Bag)
Isolation Precautions (Contact, Respiratory, TB)
Exposure Control Plan and follow-up, (i.e. needle stick)
Performance Improvement
Unit Specific Indicators/PI Projects
Notification Forms
Patient Satisfaction
Customer Service
Customer Complaints
Patient Protocols
Technical Partner (General Information)
Unit education/competencies (Code Blue ed.)
Call Procedure
Requests for day off, change in schedule and vacations
CPR
Manual Location
Unit specific
Patient Care
Lippincott Procedures book
Human Resources
Safety
Infection control
Page 13 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Patient Care Assistant
Medical Staff directory
Medical Staff Privilege Binder
SS hazardous materials list
SS safe practice list
Job description/performance evaluations
Competencies
Yearly Competencies
Team Leader procedure
Absence/attendance reporting
Surgical Assistant Didactic Training
Transport
Patient transfer (bed to bed)
Positioning/Positioning devices
OR table and attachments
Shave preps
Specimen handling
Sterile technique
Surgical hand scrub
Gowning and gloving
Autoclave operation and monitoring
Sterile supplies: storage, shelf life, and rotation
The Steris System
Laparoscopy: instrumentation, video equipment
Room cleaning/turnover
Basic PCA Skills
Stocking
Stock returns
Picking cases routine
Postmortem care
Assisting with spinal anesthesia
Latex free procedures
Blood transport
Customer relations
Patient confidentiality
Transporting patients
Chart pack assembly
Addressographing OR records
Biopsy cases
Equipment Care and Location
Storage areas
Sticker outdates
Page 14 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Patient Care Assistant
Bovie
Fracture table
OR furniture
Microscopes
Positioning equipment
Anesthesia monitors
Anesthesia machines
Instruments: sterile & nonsterile
Tourniquets
Video equipment
Pneumo-tanks: changing
Equipment failure procedures
X-ray equipment
Emergency Equipment Malignant hyperthermia cart
Difficult airway equipment
Pediatric anesthesia equipment
Communication
Main control desk
RNs in area of assignment
Short Stay
Cardiac Team
Physicians
Areas of Patient Transport
Core Competencies *
Self Evaluation Completed: _____________________________ _______________________________ Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
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Document Title: Competency Assessment Validation Program
Owner: Jon Stabbe, HR Generalist Sr - OD Spec
Department: Human Resources - Evaluations
Type: Policy & Procedure
Revision Number: 6
Document ID: 10003
Revision Note:Policy due for review. Changed abbreviation DHS (Department of Health Services) to CDPH (California Department ofPublic Health)under policy, section D[Owner changed from Paz, Mary to Stabbe, Jon by Silva, Natalie on 26-APR-2018]<br>[Added at review/expire: Reviewed by SME. No changes made.] <br>[Reviewed on 8/23/2018 by Jon Stabbe: NextReview Date is 8/22/2021.]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 16 - 2019/10/22 18:18:13
Competency Assessment Validation Program
Policy & Procedure Number 10003Policy Manual Human Resources - EvaluationsType Policy & ProcedureDocument Owner Stabbe, JonEffective Date 02/13/2015Next Review Date 08/22/2021Application Scope (Applies to) All CMC Entities Approved By / Approved Date Peg Breen, SVP, Human Resources: 02/04/2015 12:00AM PST
Corporate Ops (A): 02/13/2015 12:00AM PSTTim Joslin, CEO: 02/13/2015 12:00AM PST
Status / Rev # Official (Rev 6)Keywords 4.06, competency, competencies, validation, validate, BLS, ACLS, orientation,
PurposeTo establish the system and process for verifying and validating the skills and abilities of staff to ensure that they arecapable of achieving position specific job requirements and Community Medical Center ("CMC") performancestandards.
DefinitionsCompetency: The demonstration of one or more skills based on knowledge derived from education programs andexperience.
Competency assessment: The act of evaluating an employee's knowledge and ability to perform a specific procedureor process. The evaluation is to be conducted by someone in a leadership role, a clinical educator and/or a professional peer who exhibits competency in the procedure or process they are evaluating.
Process competency assessment: An evaluation of an employee on performing a function which does not require thedemonstration of a technical skill. Appropriate evaluation methods might include, but is not limited to a post test,verbalization, observation, and chart audits.
Procedural/technical competency assessment: An evaluation of an employee performing a procedure requiringtechnical skill such as a dressing change, removal of skin staples, or the operation of equipment. Such a competencycan only be validated by direct observation of a demonstration, or through a skills lab demonstration.
Orientation Competency Validation: The process of validating an employee's competence at the end of orientation onthe basic procedures and processes required for their unit/service area or department. The Orientation CompetencyValidation form is a tool utilized to document the assessment and is available online. This must be completed during theemployee's initial orientation period, and each time they transfer to a new service area or department.
Annual Competency Validation: The annual process of selecting three to five specific competencies for evaluation.Criteria for selection of the specific competencies and the validation process are described in item E below.
Performance Criteria: An assessment tool that may be utilized to validate staff competence. Such a document definesspecific criteria necessary to demonstrate competency and must be based on an approved CMC resource.
PolicyA. Each employee is to achieve and maintain competence according to his/her role and responsibilities as outlined in the
Job Description/Performance Evaluation and unit specific skills checklist.
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Job Description/Performance Evaluation and unit specific skills checklist. B. All departments have a process for determining initial and ongoing staff competence. C. Competency is to be evaluated according to an identified source that represents expert practice, process, or
performance, i.e. Policy and Procedure ("P&P"), Unit/Department P&P, Springhouse Procedure Book or unit specificprocedure textbook (clinical areas), Manufacturer's Instructions, Required Reading, Required Video, Age-SpecificBinder, or National Organization Guidelines such as AORN, APNA, AACN or ASPAN.
D. The following must be maintained by employees as applicable to their role (refer to the Orientation of Patient Care Providers policy in the Patient Care Policy Manual, the Employee Educational Training-Mandatory in the Human Resources Policy Manual, and other policies listed below):
1. Required licensure for job description/role.2. The skills/competencies required to perform his/her duties in relation to the age-specific patient population in
their area.3. The proper training in the operation and safe use of all equipment in the performance of his/her duties.4. Basic Life Support and Advanced Life Support as required for job role (refer to
Employee Educational Training-Mandatory in the Human Resources Policy Manual).5. Knowledge and skills required to provide a safe and healthful environment (refer to
Safety Orientation & Training policy in the Safety Policy Manual).
6. Knowledge and awareness of CMC policies on Child Abuse Reporting ,
Domestic Violence and Adult Dependent Elder Abuse Reporting (Patient Care Policy Manual).
7. Knowledge of laws and regulations that pertain to assigned area of care, i.e. TJC, OSHA, Title 22, CDPH,COBRA/EMTALA.
8. Knowledge and skills of policies and procedures including:
a. Corporate Policies and Procedures, i.e. Administrative/Patient Care/Safetyb. Unit/Service/Area specific Policies and Procedures
E. The following criteria are to be used when selecting the Annual Competencies (per procedure B below) and are to beupdated to reflect current research and regulatory changes.
1. Performance Improvement activities2. High risk/high volume/problem prone items/new equipment3. Change in policy/procedure/regulation4. Mandated by regulation5. New technology6. Department's educational needs assessment7. Infection Control reports8. Safety reports9. Risk Management reports
10. Strategic Planning initiatives
ProcedureA. Orientation Competency Validation (Skills List)
1. Initiated during the orientation process and completed at Point of Service.2. Maintain the documentation of competency validation, e.g., Orientation Competency Validation (Skills List)
verified during Unit Specific orientation in the employee's file at the patient care area or in a CompetencyDocumentation binder. On completion of orientation skills check list, a copy must be sent to Human Resources("HR"). Only the orientation skills check list is to be sent to HR, the supporting documentation and area specificcompetencies are to remain in the patient care area.
B. Completion of the Orientation Competency Validation is the responsibility of the person in a supervisory role over the
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B. Completion of the Orientation Competency Validation is the responsibility of the person in a supervisory role over thenew staff member.
C. Annual Unit/Service/Area/Department Specific Competencies
1. Managers/Clinical Coordinators/Supervisors (or designee) will identify a minimum of three to five annualcompetencies to be demonstrated and documented for each job role. These competencies should include agespecific considerations as appropriate and are to be selected according to the criteria in item E above.
2. Managers will determine who can validate the competence of the different categories of employees using thefollowing guidelines:
a. Evaluators may include anyone in a leadership role, clinical educators and/or professional peer groupswho exhibit competency in the skill they are evaluating.
b. Verification of skills/competencies will include documentation with the name/title/date.
3. Document the annual verification of staff competence on the Annual Competency Validation Documentation
form.
a. Indicate the specific titles, dates, and/or editions, as is appropriate, for each of the resources used toassess competence per item C above.
b. In order to maintain consistency, if specific performance criteria are developed to be used as acompetency assessment tool, the document will be included with the appropriate P&P or selectedprocedure textbook section.
c. Performance Criteria, when developed, are to be approved by the Competency Taskforce. Care must betaken to ensure that consistency of competency assessment and practice are maintained.
d. Procedural/Technical Competencies such as venipuncture, dressing changes, and operation ofequipment or machinery can be validated only by demonstration/observation in a clinical setting/workarea, in a skills lab/training setting, or by proficiency testing/quality control.
e. Process Competencies such as telephone etiquette, documentation in the clinical record, maintainingequipment logs, financial documentation, and knowledge of mandatory reporting laws can be validatedby demonstration/observation, record/chart review, verbalization, and peer review or post test.Note: The only acceptable method for evaluating a technical skill is by observation of a demonstration.
f. The manager will send a copy of the completed Annual Competency Validation Documentation form to
HR along with the annual Performance Evaluation. The original will be maintained in the manager'sfolder for each employee, or in the Competency binders.
g. Upon completion of competency assessment the employee and the evaluator(s) sign the CompetencyValidation form.
4. Documentation of annual unit specific competencies will be summarized on the employee's annualperformance evaluation and will be maintained in HR.
ReferencesCompetency Assessment: A Practical Guide to TJC Standards, 2001Comprehensive Accreditation Manual for Hospitals, 2001, Management of Human Resources
References
Reference Type Title NotesDocuments referenced by this documentReferenced Documents Annual Competency Validation Documentatio
n
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nReferenced Documents Child Abuse Reportin
gReferenced Documents Domestic Violence and Adult Dependent Elder Abuse Reportin
gReferenced Documents Employee Educational Training-MandatoryReferenced Documents Orientation of Patient Care Provider
sReferenced Documents Safety Orientation & Trainin
gReferenced Documents The evaluation is to be conducted by someone in a leadership role, a clinic
al educator and/or a professional peer who exhibits competency in theprocedure or process they are evaluating.
Documents which reference this documentReferenced Documents Laboratory Personnel PolicyReferenced Documents PACU - Training and Orientation of PACU Staf
fReferenced Documents Preoperative & Postoperative CareReferenced Documents ENDO - Training and Orientation of Endoscopy Staf
fReferenced Documents Discontinuing Venous & Arterial Sheaths - Adul
tReferenced Documents Orientation Of Patient Care ProvidersReferenced Documents Performance EvaluationReferenced Documents Mandatory Education Requirement
sCompetencyAssessmentValidationProgram
Referenced Documents Mandatory Education Requirements
Referenced Documents OR - Training and Orientation of Operating Room Staff
Source Documents Annual Competency Validation Documentation
Paper copies of this document may not be current and should not be relied on for official purposes. The current version is inLucidoc at
https://www.lucidoc.com/cgi/doc-gw.pl?ref=communitymc:10003.
Page 20 - 2019/10/22 18:18:13
Document Title: Employee Educational Training- Mandatory
Owner: Jon Stabbe, HR Generalist Sr - OD Spec
Department: Human Resources - Employee Standards/Expectations
Type: Policy & Procedure
Revision Number: 8
Document ID: 10087
Revision Note:To comply with SB 1343, Harassment Training Requirements, adding non-supervisory (1 hour) training requirements.Non-supervisory employees are required to completed workplace harassment training within 6 months of hire, andthen every 2 years thereafter.<br><br>Changed policy language to be gender neutral to comply with SB179 GenderRecognition Act.
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 21 - 2019/10/22 18:18:13
Mandatory ComplianceEducational Training
Completion RequiredBy
Completion Frequency
Rapid Regulations 1 and 2
ClinicalCurriculumNon-ClinicalCurriculum
All CMC Employees
Annually
Ethics and ComplianceCurriculum
CorporateCompliance :
Employee Educational Training- Mandatory
Policy & Procedure Number 10087Policy Manual Human Resources - Employee Standards/ExpectationsType Policy & ProcedureDocument Owner Stabbe, JonEffective Date 02/19/2019Next Review Date 02/18/2022Application Scope (Applies to) All CMC Entities Approved By / Approved Date Carla Milton, SVP Human Resources: 01/11/2019 08:42AM PST
Corporate Ops (A): 02/19/2019 09:17AM PSTStatus / Rev # Official (Rev 8)Keywords 4.07 Training Education Mandatory
I. PURPOSE
A. To define the mandatory educational training programs at Community Medical Centers ("CMC") [which are on-linelearning modules delivered using the Healthstream Learning Management System.("HLC")].
B. To delineate the defined process for completing the mandatory educational training programs and the consequencesfor failing to comply.
C. To be in compliance with regulatory/accrediting agencies' requirements.
II. DEFINITIONS
A. Mandatory: An educational training program that is assigned to an employee in HLC (i.e. - appears on the “AssignedLearning” page on the “Todo” tab) that the employee is required to complete in a predetermined period of time. Thisrepresents a nonnegotiable policy that all employees are obligated to follow as a condition of employment.
B. Categories of Mandatory Educational Training Programs:
1. Category I: Mandatory compliance educational training programs required by a regulatory agency such as theDepartment of Health Services (DHS), California Department of Public Health (CDHP), Office of the InspectorGeneral (OIG), Occupational Safety and Health Administration (OSHA), and The Joint Commission. Therequired compliance educational training will appear on the employee’s “Assigned Learning” page on theemployee’s “ToDo” tab in HLC. The table below shows the current required compliance mandatory educationaltraining programs, and for each, the employee group(s) required to complete and frequency that the trainingmust be completed.
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Compliance :RegulatoryGuidanceCorporateCompliance:Laws andRegulationsCorporateCompliance: AProactiveStanceHIPAA PrivacyTrainingHIPAA SecurityCompliance
All CMC Employees
Annually
Confidentiality ofInformation Agreement
All CMC Employees
Annually
LGBT Awareness Training
All employees andcontract employeeswho work at CSTCC.
Within 6 months of hire, andthen every 2 years thereafter
Workplace ViolencePrevention
All CMC employees,contractors andstudents
Within 2 week of hire, andthen annually thereafter
Workplace Harassment
All CMC Employyes
Within 6 months of hire, andthen every 2 years thereafter
2. Category II: Mandatoryeducational trainingprograms required byCMC. These may involve
all employees, or a subset of employees based on the assigned job role, position, and/or location. Mandatoryeducation training program assignments can be made by either the Education Department, Epic Training team,or unit and/or facility based Educators, depending on the scope of the assignment. The required educationaltraining will also appear on the employee’s Assigned Learning page on the Todo tab in HLC.
III. POLICY
A. All CMC employees are required to complete assigned Category I mandatory compliance educational trainingprograms and Category II mandatory educational training programs within the predetermined amount of time, by thespecific completion date.
B. Employees who do not complete the assigned mandatory educational training by the specified completion date, have30 calendar days from the expiration date to comply. If the employee is still noncompliant after 30 days, HumanResources will be notified and the employee will receive a written warning and will have 15 more calendar days tocomplete the required training. If they are still not in compliance after the 15 days, termination will follow.
C. If the employee is on a leave of absence at the time an assignment is due, the employee has 30 days upon return towork to complete the mandatory educational training program assignments. If the employee is still noncompliant after30 days, Human Resources will be notified and the employee will receive a written warning and will have 15 morecalendar days to complete the required training. If they are still not in compliance after the 15 days, termination will
Page 23 - 2019/10/22 18:18:13
calendar days to complete the required training. If they are still not in compliance after the 15 days, termination willfollow.
IV. PROCEDURE
A. CMC will assign Category I mandatory compliance educational training programs and Category II mandatoryeducational training programs based on job role, position assignment, location assignment.
B. Category I mandatory compliance educational training programs and Category II mandatory educational training areassigned to employees on their first day of employment (based job role, position assignment, location assignment)and at 180 days before their annual performance evaluation date in the Healthstream Learning Management System(HLC), and will appear of the Assigned page of the employee’s ToDo tab in HLC with a specified completion date.
C. Once a mandatory educational training program is completed, it will be removed from the “ToDo” tab in HLC andappear on the “Completed” tab with the date of completion.
D. In HLC, an employee is able to review and print a transcript report or a certificate for completed mandatoryeducational training programs.
E. Employees who do not complete the assigned mandatory educational training by the specified completion date, have30 calendar days from the expiration date to comply. If the employee is still noncompliant after 30 days, HumanResources will be notified and the employee will receive a written warning and will have 15 more calendar days tocomplete the required training. If they are still not in compliance after the 15 days, termination will follow.
F. If the employee is on a leave of absence at the time an assignment is due, the employee has 30 days upon return towork to complete the mandatory educational training program assignments. If the employee is still noncompliant after30 days, Human Resources will be notified and the employee will receive a written warning and will have 15 morecalendar days to complete the required training. If they are still not in compliance after the 15 days, termination willfollow.
V. REFERENCES
Title 22
OSHA
The Joint Commission
California Department of Public Health
Office of the Inspector General
Management of Human Resources (*HR)
Patients' Rights and Organization Ethics (*RI)
References
Reference Type Title NotesDocuments referenced by this documentReferenced Documents Employee License/Certificat
eReferenced Documents Code Blue/White - Response & Intervention
sReferenced Documents Safety Orientation and Trainin
gApplicable Documents Pay for Training
ProgramsDocuments which reference this document
Page 24 - 2019/10/22 18:18:13
Documents which reference this documentReferenced Documents Competency Assessment Validation Progra
mReferenced Documents OR - Training and Orientation of Operating Room Staf
fReferenced Documents Procedures for Interventional Radiology/Endovascular Lab
sReferenced Documents PACU - Training and Orientation of PACU Staf
fReferenced Documents ENDO - Training and Orientation of Endoscopy Staf
fReferenced Documents Left Heart Catheterization & Percutaneous Coronary Interv
ention (CCMC)Referenced Documents Left Heart Catheterization & Percutaneous Coronary Interv
ention (CCMC)Referenced Documents Orientation Of Patient Care ProvidersReferenced Documents Left Heart Catheterization & Percutaneous Coronary Interv
ention (CCMC)Employee Educational Training-Mandatory
Referenced Documents Mandatory Education Requirements
Employee Educational Training-Mandatory
Referenced Documents Competency Guidelines for CMC Critical Care Units
Referenced Documents Mandatory Education Requirements
Paper copies of this document may not be current and should not be relied on for official purposes. The current version is inLucidoc at
https://www.lucidoc.com/cgi/doc-gw.pl?ref=communitymc:10087.
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Document Title: OR - Reference Statement
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Policy & Procedure
Revision Number: 3
Document ID: 11182
Revision Note:Routine triennial review: added CDPH reference. Sent for feedback. No other changes.<br>[Added at review/expire:Review date set to coincide with parent policy "OR - Training and Orientation of Operating Room Staff."] <br>[Reviewedand Updated on 3/30/2018 by Kevin Spruce: Next Review Date set to 01/31/2020.][Owner changed from Spruce, Kevinto Laing, Brenda by Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J bySilva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
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OR - Reference Statement
Policy & Procedure Number 11182Policy Manual Operating RoomType Policy & ProcedureDocument Owner Dempsey Ortega, Susan JEffective Date 04/06/2015Next Review Date 01/31/2020Application Scope (Applies to) All CMC UsersApproved By / Approved Date Carla Knight, Director, Surgical Services: 04/01/2015 12:00AM PST
Surgical Care Council (A): 04/01/2015 12:00AM PSTDrenda Montgomery, Director, Surgical Services: 04/02/2015 12:00AM PSTChris-Ann Venugopal, Director of Outpatient Services, FHSH: 04/06/2015 12:00AM PST
Status / Rev # Official (Rev 3)Keywords policy, AORN, Lippincott, reference
Operating Room - Reference Statement for OR Policy ManualFor all routine and specific procedures and skills not detailed in the CMC OR policy manual, the Operating Rooms ofCommunity Medical Centers defer to and adopt as policy the following sources as procedural standards of practice:
Patient Care Policies and Infection Control Policies of CMC Association of periOperative Registered Nurses (AORN) Standards, Recommended Practices, and Guidelines forperiOperative nursing practice, latest annual editionAlexander's Care of the Patient in Surgery, latest editionStandards of the Association for the Advancement of Medical Instrumentation (AAMI), CurrentManufacturers' Manuals of Operation or Recommended Usage of specific equipment or instrumentation.Lippincott Nursing Procedures and SKills - evidence-based online resource adopted by CMCCenter for Disease Control (CDC)Standards of the Joint CommissionNational Patient Safety GoalsNational Core MeasuresAssociation for Professionals in Infection Control and Epidemiology (APIC)State of California Regulations, California Department of Public Health (CDPH)
NOTE - In the event of a discrepancy between what is stated in these references and the CMC Operating RoomUnit Specific Policy Manual or the CMC Patient Care Policy Manual, the CMC policies will over-ride all others.Training and orientation will be based on CMC policies and the above resources.
References
Reference Type Title NotesDocuments which reference this documentReferenced Documents OR - Training and Orientation of Operating Room Staf
f
Paper copies of this document may not be current and should not be relied on for official purposes. The current version is inLucidoc at
https://www.lucidoc.com/cgi/doc-gw.pl?ref=communitymc:11182.
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Document Title: Role-Based Patient Care by Scope of Practice
Owner: Natalie Silva, Policy Procedure Admin
Department: Patient Care
Type: Policy & Procedure
Revision Number: 5
Document ID: 11979
Revision Note:In policy, revised wording to include scope of practice, scope of training, and competency. Updated pressure ulcer topressure injury.<br>In Role-based Skills Lists, included and excluded identified current practices. <br>
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
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Role-Based Patient Care by Scope of Practice
Policy & Procedure Number 11979Policy Manual Patient CareType Policy & ProcedureDocument Owner Silva, NatalieEffective Date 06/14/2019Next Review Date 06/13/2022Application Scope (Applies to) CMC Acute Care Facilities Approved By / Approved Date Interdisciplinary P&P Comm (A): 04/26/2019 10:41AM PST
Medical Executive Committee(A): 05/22/2019 10:22AM PSTWanda R Holderman, SVP Chief Clinical Integration Officer: 05/22/2019 12:18PM PSTProf Affairs & Quality Com (A): 06/14/2019 10:49AM PST
Status / Rev # Official (Rev 5)Submitted by Hammon, Floyd M
I. PURPOSETo define Community Medical Centers (CMC) standards by which patient care providers may perform skills/procedures,outline the circumstances, and clarify the degree of supervision required. These guidelines are intended to assist incompliance with all State and regulatory requirements regarding licensure and functions performed under thesupervision of the Registered Nurse (RN).
II. DEFINITIONSA. Scopes of Practice: Defined and codified for licensed staff by the:
1. Applicable section of California Business and Professions Code2. Applicable sections of the California Code of Regulations3. American Nurses Association Scope & Standards of Practice4. American Nurses Association Guide to Ethics for Nurses5. Board of Vocational Nursing (LVN) Scope of Practice6. Board of Registered Nurses (RN) Scope of Practice/Nurse Practice Act7. California Department of Public Health Radiologic Health Branch (CDPH RHB)
B. Scope of Training: Defined for all patient care providers by the facilities' job description, competency criteria,and/or policies and procedures, and must comply with regulatory requirements.
C. Interim Permittee (IP): An applicant to the Board of Registered Nursing who has been approved for licensure byexamination.
III. POLICY
A. The skills/tasks listed in the Role-Based Skills List by Scope of Practice - Patient Care are within the scope of practice
and/or scope of training for patient care providers.
NOTE: The following codes indicate the level of training and degree of oversight required:
1. A= May be performed by staff with specialized training and demonstrated competence2. B= upon assessment/direction by RN3. C= Certification required (CMC or State)4. OBS = Under direct observation by RN5. S= Per Standardized Procedure6. X= May perform
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6. X= May perform
B. In the Scope of Practice in Procedural Areas guidelines, references to the existence of corresponding competenciesand job descriptions by skill are also listed. The following procedural areas have defined role-based guidelines:
1. CT, MRI, Ultrasound, Mammography, Nuclear Medicine and Diagnostic Radiology
2. Cardiac Cath Lab and Interventional Radiology
3. GI Endoscopy
4. Operating Room
C. In all cases, a licensed nurse or health care professional will perform only those procedures within their scope ofpractice and validated competency. Unlicensed assistive personnel will perform only those procedures within theirscope of training and validated competency.
D. An IP shall practice under the direct supervision of an RN, who shall be present and available on the patient care unitduring all the time the IP is rendering professional services. The supervising RN may delegate to the IP any functiontaught in the IP basic nursing program which, in the judgement of the RN, the IP is capable of performing. The IPshall not perform any skills that require specialized advanced training (e.g., arterial sampling; central venous cathetermanagement; epidural management; etc.).
E. The Scope of Practice in Procedural Areas are general guidelines to appropriate scopes of practice/scope of trainingof licensed and unlicensed assistive personnel [UAP] and do not include all possible activities permitted within anindividual's role. Note specific limitations as indicated.
F. Specialty areas caring for specific populations may develop additional lists to describe the skills list specific to theirareas only if they are not included on the lists attached to this policy.
IMPORTANT: Such lists must meet the minimum requirements of this policy and must be approved at the NursingProfessional Practice Committee (NPPC).
IV. EQUIPMENTNot applicable
V. PROCEDURENot applicable
VI. DOCUMENTATIONNot applicable
VII. PATIENT TEACHINGNot applicable
VIII. REFERENCESScope and Standards of Practice, 3rd Ed., 2015. American Nurses Association.
Code of Ethics for Nurses. American Nurses Association. Rev. 2015.
Board of Registered Nursing (BRN) RN Scope of Practice
Board of Vocational Nursing LVN Scope of Practice
Business & Professional Code, Division 2, Chapter 6, Article 2, 2725, Nursing Practice Act
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Business & Professional Code, Division 2, Chapter 6, Article 2, 2725, Nursing Practice Act
California Code of Regulations: Title 16, Division 13, Chapter 3, Article 2. Medical Assistants: 1366. AdditionalTechnical Supportive Services. February, 2019
California Department of Public Health Radiologic Health Branch (CDPH RHB).
Title 16, section 1443.5. California Code of Regulations, Standards of Competent Performance
Title 17, section 30450. California Code of Regulations. Fluoroscopy licensure.
Title 22, Chapter 2, Acute Psychiatric Hospital
Title 22, section 70215, (a)(1)
Title 22. section 70261. Pharmaceutical Service Definition
CMS, Medical Imaging Patients and Providers Act of 2008 MIPPA (Reviewed March 2019)
American Society of Radiologic Technologists (2010). The Practice Standards of Medical Imaging and RadiationTherapy. Albuquerque, NM: American Society of Radiologic Technologists. (Reviewed March 2019)
References
Reference Type Title NotesDocuments referenced by this documentReferenced Documents Role-Based Skills List by Scope of Practice - CT MR US
Diag Mamm NMReferenced Documents Role-Based Skills List by Scope of Practice - Cardiac Cat
h Lab (IR)Referenced Documents Role-Based Skills List by Scope of Practice - Endoscop
yReferenced Documents Role-Based Skills List by Scope of Practice - O
RReferenced Documents Role-Based Skills List by Scope of Practice - Patient Car
eDocuments which reference this documentReferenced Documents Admission Initial Assessment (Nursing
)Role-Based Patient Care by Scopeof Practice
Referenced Documents OR - Training and Orientation of Operating Room Staff
Referenced Documents SHORT STAY - Pre-Operative Assessment and Education Program
Referenced Documents PACU - Training and Orientation of PACU Staff
Source Documents Role-Based Skills List by Scope of Practice - CT MR US Diag Mamm NM
Source Documents Role-Based Skills List by Scope of Practice - Patient Care
Source Documents Role-Based Skills List by Scope of Practice - Endoscopy
Applicable Documents Medical Surgical Treatment Room
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Paper copies of this document may not be current and should not be relied on for official purposes. The current version is inLucidoc at
https://www.lucidoc.com/cgi/doc-gw.pl?ref=communitymc:11979.
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Document Title: Orientation Of Patient Care Providers
Owner: Natalie Silva, Policy Procedure Admin
Department: Patient Care
Type: Policy & Procedure
Revision Number: 5
Document ID: 12012
Revision Note:Summary of Changes - Triennial Review - Minor changes but must go through approval process this cycle.
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
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Orientation Of Patient Care Providers
Policy & Procedure Number 12012Policy Manual Patient CareType Policy & ProcedureDocument Owner Silva, NatalieEffective Date 12/13/2018Next Review Date 12/12/2021Application Scope (Applies to) All CMC Entities Approved By / Approved Date Interdisciplinary P&P Comm (A): 11/06/2018 02:13PM PST
Wanda R Holderman, SVP Chief Clinical Integration Officer: 11/07/2018 10:11AM PSTProf Affairs & Quality Com (A): 12/13/2018 01:30PM PST
Status / Rev # Official (Rev 5)Keywords compliance, mandatory, orientation, corporate, clinical, patient careSubmitted by Nguyen, Kim
Vogt, Deon
I. PURPOSEA. To define the process for orienting employee patient care providers to entry level aspects of their job, Community
Medical Center (CMC) philosophies, standards of care and practice, and basic safety competencies.B. To describe process for complying with regulatory requirements.
II. POLICYA. All CMC employees are to adhere to corporate philosophies, standards of care and practice, and basic safety
competencies.B. Each employee is to complete the appropriate mandatory orientation programs prior to beginning work or within the
predetermined period of time (refer to Employee Educational Training -Mandatory policy).
C. It is the responsibility of the Managers to ensure all employees complete the appropriate orientation, including thosewho change job titles.
D. Contract and supplemental patient care providers are to complete orientation as per the Supplemental Patient Care Staff (Traveler and Registry) policy.
E. Each employee gives their exams, any other documentation completed during orientation and certificates ofcompletion (when applicable) to their Manager.
F. The Education Development Department maintains records of Corporate and Clinical Orientation attendance. Theserecords can be retrieved via the Learning Management System (Healthstream Learning Center (HLC)) available onthe Intranet.
III. PROCEDUREA. Staff are to complete the following orientation programs appropriate to their position or job title. These orientation
programs must be completed 14 days from date of Corporate Orientation attendance (date of hire).
1. All staff - Corporate Orientation, offered every week. This includes corporate philosophies and mandated safety
education. To be completed prior to beginning work (refer to Orientation - Corporate policy).
2. All clinical staff/health care providers who provide direct patient care must attend Clinical Staff Orientation asscheduled.
3. Electronic health record (EHR) training modules are included as appropriate for role. Classes are to becompleted prior to gaining access to the EHR, unless competency is otherwise validated (e.g. testing out).
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B. The orientation process includes information on specific job responsibilities and mandatory education needed tosafely perform a specific patient care role.
1. Clinical Staff
a. The mandatory competencies to function in a Clinical Staff role are as follows:
i. Licensure and/or certification as mandated by the State of California and/or CMC (refer to Employee Educational Training-Mandatory policy).
ii. Healthcare Provider Basic Life Support (BLS) certification by the American Heart Association(AHA) (refer to the Employee Educational Training- Mandatory and Code Blue - Response/Interventions policies).
iii. Annual safety training as required by The Joint Commission (TJC) and the Commission for theAccreditation of Healthcare Organizations of California and the Occupational Safety and
Healthcare Association (OSHA) hospital mandates (refer to Safety Orientation and Training policy).
iv. Clinical staff to demonstrate a working knowledge of professional standards as it relates to his/herrole within CMC. This is to be verified at the annual review.
v. Successful completion of appropriate EHR training and associated competency tests.vi. Unit/Discipline specific competencies are identified by the Unit Manager/Clinical Supervisor or
designee (refer to the Competency Assessment Validation Program policy).
2. Patient Care Assistants (PCA)
a. The mandatory competencies for a PCA providing direct patient care are as follows:
i. Healthcare Provider BLS certification by the AHA (refer to the Employee Educational Training -Mandatory and
Code Blue - Response / Interventions policies).
ii. Annual Safety Training (refer to Safety Orientation and Training policy).
iii. Each PCA demonstrates a working knowledge of professional standards as it relates to his/her rolewithin CMC. This is to be verified at the annual review.
iv. Successful completion of appropriate EHR training and associated competency tests.v. Unit/Discipline specific competencies developed by Managers or designee (Refer to
Competency Assessment Validation Program policy).
C. New employees are oriented to their area with experienced staff (Preceptor) until the new employee is deemedcompetent to function independently. This is determined by an evaluation of their learning outcomes and completedby Manager or Clinical Supervisor, Clinical Educator, preceptor and new employee.
D. Learning needs of new employees are assessed by their preceptor and/or Clinical Educator. An orientation andeducation plan is developed to meet the needs identified. Evaluation of performance/competence is assessed(completed) during unit specific orientation by their preceptor and/or Clinical Educator and communicated to theManager and employee.
IV. DOCUMENTATIONA. For Corporate and Clinical Orientation the employee is responsible to sign-in daily on the orientation attendance
sheets.B. After completion of orientation, the employee is responsible for completing an evaluation form(s).
V. REFERENCESComprehensive Accreditation Manual for Hospitals
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Comprehensive Accreditation Manual for Hospitals
Title XXII
References
Reference Type Title NotesDocuments referenced by this documentReferenced Documents Code Blue/White - Response & Intervention
sReferenced Documents Safety Orientation and Trainin
gReferenced Documents Competency Assessment Validation Progra
mReferenced Documents Supplemental Patient Care Staff (Traveler And Registry
)Referenced Documents Orientation - Corporat
eReferenced Documents Employee Educational Training- MandatoryDocuments which reference this documentReferenced Documents Mandatory Education Requirement
sReferenced Documents Mandatory Education Requirement
sOrientation Of Patient Care Providers
Referenced Documents Clinical Staff Orientation (CSO)
Referenced Documents Competency Assessment Validation Program
Referenced Documents OR - Training and Orientation of Operating Room Staff
Referenced Documents Clinical Staff Orientation (CSO)
Referenced Documents PACU - Training and Orientation of PACU Staff
Referenced Documents ENDO - Training and Orientation of Endoscopy Staff
Paper copies of this document may not be current and should not be relied on for official purposes. The current version is inLucidoc at
https://www.lucidoc.com/cgi/doc-gw.pl?ref=communitymc:12012.
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Document Title: OR - ORT Orientation & Training
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Reference Material
Revision Number: 0
Document ID: 21075
Revision Note:Revised version attached to policy - OR - Training and Orientation of operating room staff.<br>[Reviewed on 8/12/2014by Nancy Schreiber: Extended review to 8/11/2017]<br>[Reviewed on 8/12/2014 by Nancy Schreiber: Extended review to8/11/2017]<br>[Added at review/expire: No changes or updates per feedback group. Extending validity of referencedocument.] <br>[Reviewed and Updated on 7/24/2017 by Kevin Spruce: Next Review Date set to 07/31/2020.][Ownerchanged from Spruce, Kevin to Laing, Brenda by Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda toDempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 37 - 2019/10/22 18:18:13
start
Newly hired ORT completes Corporate Orientation
ORT is oriented to unit by Manager or designee
Has ORT had previous OR experience?
Assessment of OR skills and competencies is completed by manager or designee
Does ORT require additional training in OR basic skills?
ORT is assigned to work with an RN or ORT preceptor to meet orientation needs in the scrub role
ORT is assigned 1 day to Sterile Processing
ORT and preceptor complete skills checklists for each assigned area
ORT is assessed by Manager or designee to determine need for further training
Evaluation completed by Manager or designee
End
yes
No
No
Yes
CMC Operating Room ORT Orientation
ORT is assigned in Sterile Processing to meet learning needs
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Document Title: OR - RN Orientation & Training
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Reference Material
Revision Number: 0
Document ID: 21076
Revision Note:Revised and replaced previous version. Is an attachment to policy "OR- Training and Orientation of Staff in OR"<br>[Reviewed on 8/12/2014 by Nancy Schreiber: Extended review to 8/11/2017]<br>[Added at review/expire: No changes orupdates per feedback group. Extending validity of reference document.] <br>[Reviewed and Updated on 7/24/2017 byKevin Spruce: Next Review Date set to 07/31/2020.][Owner changed from Spruce, Kevin to Laing, Brenda by Silva,Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 39 - 2019/10/22 18:18:13
start
Newly hired RN completes Corporate and Clinical orientation
RN is oriented to unit by Manager or designee
Has RN had previous OR experience?
Assessment of OR skills and competencies is completed by manager or designee
Does RN require
additional training in OR basic
skills?
Orientee is assigned to work with RN Preceptor
to meet orientation needs
Orientee is assigned to work with an RN Preceptor for an initial period to meet learning needs as determined by OR Educator, and/or Clinical Supervisor and/or Manager
RN is optionally assigned to Sterile Processing and/or PACU to meet learning needs.
Orientee and Preceptor complete skills checklists for each assigned area
RN is assessed by Manager or designee to determine need for further training
Evaluation is completed by Manager or Designee
End
yes
No
No
Yes
CMC Operating Room RN Orientation
RN orientee completes a perioperative training course conducted by OR Educator tailored to assessed needs
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Document Title: OR - UAP, PCA , ST, SPA etc. Orientation &Training
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Reference Material
Revision Number: 2
Document ID: 21077
Revision Note:Triennial Review. Added Orientation Skills Checklist.<br>[Added at review/expire: No changes per feedback group.] <br>[Reviewed and Updated on 10/4/2017 by Kevin Spruce: Next Review Date set to 10/31/2020.][Owner changed fromSpruce, Kevin to Laing, Brenda by Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to DempseyOrtega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 41 - 2019/10/22 18:18:13
Start
Newly hired UAP completes Corporate Orientation
UAP is oriented to unit by Manager or designee
Has UAP had previous OR experience?
Assessment of UAP skills and competencies per job title is completed by manager or designee
Does UAP require additional training in OR basic skills?
UAP and preceptor complete skills checklist
UAP is optionally assigned 1 day in Sterile Processing or other area of Surgical Services
UAP is assessed by Manager or designee to determine need for further training
Orientation Skills Checklist is completed and sent to HR.Evaluation completed by Manager or designee.
End
yes
No
No
Yes
CMC Operating Room Orientation of theUnlicensed Assistive Personnel (UAP)Includes: Job roles for PCA, ST, SPA et. al.Excludes: ORT
UAP is assigned to work with a preceptor for an initial period to meet learning needs
UAP completes portions of Corporate training specific to job role and description
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Document Title: OR - Anesth Tech, Anesth LVN, SPA,orientation & Training
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Reference Material
Revision Number: 3
Document ID: 21078
Revision Note:Minor updates to flowchart symbols to make diagram easier to follow.[Owner changed from Spruce, Kevin to Laing,Brenda by Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva,Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
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Newly hired Anesthesia Tech or Anesth LVN Tech or SPA doing anesthesia duties, completes Corporate Orientation. Anesth LVN also completes CMC Clinical Staff Orientation
Has Anesth Tech or Anesth LVN or SPA had previous
anesthesiasupport experience?
Assessment of existing skills and competencies of the Anesth Tech or Anesth LVN, or SPA is completed by manager or designee
Does Anesth Tech or Anesth LVN or SPA require additional training in Anesthesia basic skills?
Anesth Tech or Anesth LVN or SPA is assigned to work with a qualified preceptor to meet additional learning and orientation needs
Anesth Tech or Anesth LVN or SPA is optionally assigned 1 day to Sterile Processing and additional days to an Anesth Tech or Anesth LVN or SPA preceptor as needed.
Anesth Tech or Anesth LVN or SPA complete skills checklists with preceptor for each assigned area. Each demonstrates understanding of role-specific restrictions that LVN can do and Techs or SPAs cannot do.
Anesth Tech or Anesth LVN or SPA is assessed by Manager or designee to determine need for further training
Orientation Skills Checklist is completed and sent to HR.Evaluation completed by Manager or designee
End
YesNo
No
Yes
CMC Operating Room - Orientation of theAnesthesia Tech, SPA, or Anesthesia LVN
Anesth Tech or Anesth LVN or SPA is optionally assigned to Sterile Processing to meet learning needs
Anesth Tech or
Anesth LVN or SPA is oriented to the unit by Manager or designee
Start
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Document Title: OR OSL - RN
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 2
Document ID: 22706
Revision Note:Removed references to specific facilities.[Owner changed from Spruce, Kevin to Laing, Brenda by Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 45 - 2019/10/22 18:18:13
Orientation Skills/Competency Verification
Surgical Services
Registered Nurse
Employee Number ______________________
Name:__________________________________ Date Completed: ______________________
Date Original sent to HR __________________
REGISTERED NURSE - OPERATING ROOM
Orientee
Validation
Able to
Perform Needs Direction
Reviewed
Educational
Material and/or
Policy/Procedure
Verbalized and/or
Observed the
Procedure
Demonstrated
Competency
Professional Role of the Nurse
RN Scope of Practice
Supervision of non-licensed staff
On Line Resources
EPIC/ Password
EPIC Downtime
OP Time Documentation
Patient Classification for Charges
Glucose meter
Lippincott Clinical Skills
Sharepoint Surgical Services
Lawson Portal
Retrieve/print Reports (i.e. lab, radiology)
General Information
Annual update - HLC/Grown Up
Education (Mock Codes)
T3 Medcom modules
BLS, ACLS
National Certification
Corporate Competencies
Annual Competencies
Clinical Ladders
Preceptor Validation
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both
a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. The Self Evaluation section asks you to evaluate your level of competency before orientation. Check the appropriate column next to
each statement. Sign and date the last page when you have completed the "Self Evaluation" column.
2. Validate that you reviewed the educational material provided to you. This may be in the form of a video, policy/procedure,
performance criteria list, Blue Book module, HLC, Service Rotation checklist, or other comparable tools.
3. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or
Observed the Procedure" column
4. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in
the "Demonstrated Procedure" column.
Self Evaluation
Task/Skill
Page 46 - 2019/10/22 18:18:13
Orientation Skills/Competency Verification
Surgical Services
Registered Nurse
Orientee
Validation
Able to
Perform Needs Direction
Reviewed
Educational
Material and/or
Policy/Procedure
Verbalized and/or
Observed the
Procedure
Demonstrated
Competency
Preceptor ValidationSelf Evaluation
Task/Skill
Dress Code
Regulatory Compliance
Locker
Mailbox
Badge Access
Parking
Policy and Procedures
Nursing Forum
Check My "Timecard"
Pneumatic Tube System
Physician Privileging - MSO Net
Communication/Documentation
Interpreter Use
Interdepartmental
Communication/pagers
HIPPA
ASA Patient Classification System
AIDET
Hand-off Communication - SBAR
Surgery Steris Computer
Unusual Occurrence notification (IRIS)
Patient Safety
Acceptable Abbreviations
Legibility
Critical Values
Safe Pt Handling/ Emp Injury
Body Mechanics
Latex Allergy
SCIP Measures/ NPSG
Universal Protocol *
Infection Control
Hand washing
Personal Protective equipment
Hazardous waste disposal (sharps/red
bags)
Page 47 - 2019/10/22 18:18:13
Orientation Skills/Competency Verification
Surgical Services
Registered Nurse
Orientee
Validation
Able to
Perform Needs Direction
Reviewed
Educational
Material and/or
Policy/Procedure
Verbalized and/or
Observed the
Procedure
Demonstrated
Competency
Preceptor ValidationSelf Evaluation
Task/Skill
Isolation precautions (contact,
respiratory, neutropenic, TB)
Infection control reporting (i.e. TB,
MRSA)
Instrument Decontamination
Exposure Control Plan and follow-up,
(i.e. needle stick, bld. and body fluid).
Wound Classification
Flexible Scope Decontamination
Steris 1E
Flash ( Immediate use sterilization )
Biological Indicators/ Testing
Room Turnover
Reprocess / Re-Use / Recycle
Anesthesia Assist
Anesthesia assist for Difficult
Intubations.
Rapid sequence induction.
Difficult Intubation Cart Supplies
Anesthesia Room Supplies
Anesthesia Turnover
Single lung ventilation
Central line set up
Arterial Line Set up
Anesthesia Drugs (HLC)
Daily Anesthesia machine Check
Anesthesia Monitors
Types of anesthesia
Level One set up/ Hot Line
Urinary Catheters
Foley
Supra Pubic
Continuous Bladder Irrigation
Skin Care/Wound
Management/Documentation
VAC dressing
Pressure Ulcer Risk Assessment and
prevention
Ostomy care: selection, application
Specimen Collection *Collection, verification, labelling
Page 48 - 2019/10/22 18:18:13
Orientation Skills/Competency Verification
Surgical Services
Registered Nurse
Orientee
Validation
Able to
Perform Needs Direction
Reviewed
Educational
Material and/or
Policy/Procedure
Verbalized and/or
Observed the
Procedure
Demonstrated
Competency
Preceptor ValidationSelf Evaluation
Task/Skill
Medication Administration
Medication Pyxis
Medication on the Back Table*
Anesthesia Drugs - (HLC)*Medication Safety: Black Box 5- Rights
IV Controler/ Pump
Adverse Drug Reaction
Blood Administration
PRBC, Plates, FFP, etc
Mass Transfusion Protocol
Level One/ Hot Line
Consent Forms/Documentation
Verifies informed consent
Patient Verification of Procedural
Consent
Special consents
Conscientious objection (AB, IVF, other)
Checks Advance Directive
Organ procurement
Visitor / Vendor Consent to observe
Care Plan
Diagnosis, Outcomes, Interventions
Patient Education
Preoperative
Pain Assessment*
Prepares Patient for Surgery*Intraoperative
Aseptic Technique*Basic Scrub Duties* (if aplipicable)
Care and use of Instruments*Code Blue / Crash Cart
Electrosurgical Devices*Fire in the OR* (HLC)
Page 49 - 2019/10/22 18:18:13
Orientation Skills/Competency Verification
Surgical Services
Registered Nurse
Orientee
Validation
Able to
Perform Needs Direction
Reviewed
Educational
Material and/or
Policy/Procedure
Verbalized and/or
Observed the
Procedure
Demonstrated
Competency
Preceptor ValidationSelf Evaluation
Task/Skill
Fluid Management during
Hysteroscopy*Handling of Sharps*
Laser Safety
Malignant Hyperthermia* ( HLC)
Medical Gas Safety*Preference cards/ picking cases
Positioning the Patient*Skin Preparation & clipping*Counts *Tourniquets*Chest Drainage System
Equipment
Bed, (All functions)/ Guernys
Sequential Compression Device
TEDS
Air warming blankets/gowns 'Bair
Hugger'
Water cooling blankets
Anesthesia machine
Anesthesia cart and Pyxis
Suction machines /suction cannisters
Power Equipment
Lap Chole Carts
IV pump
Emergency Carts: MH, Crash, Pediatric,
Difficult Intubation
Postoperative
Safe transfer of patient to PACU, ICU,
shortstay, or floor
Hand-off nursing report OR to PACU or
OR to ICU
Service Rotation
General
Page 50 - 2019/10/22 18:18:13
Orientation Skills/Competency Verification
Surgical Services
Registered Nurse
Orientee
Validation
Able to
Perform Needs Direction
Reviewed
Educational
Material and/or
Policy/Procedure
Verbalized and/or
Observed the
Procedure
Demonstrated
Competency
Preceptor ValidationSelf Evaluation
Task/Skill
General Laparoscopic
GYN
GYN Laparoscopic
GU
Vascular
Neuro
Opthalamic
Orthopedic-ORIF
Orthopedic-Total Joint
Burns
Robotic
ENT
OMFS/Dental
Open Heart
Self evaluation completed: ___________________________ _________________
Employee Signature Date
Preceptor Signature Preceptor Signature
_____________________________ ____________________________________
Preceptor Signature Preceptor Signature
*Denotes Core Competencies
Rev. 12/12/16 LK
______________________________ ____________________________________
Page 51 - 2019/10/22 18:18:13
Document Title: OR OSL - ORT
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 1
Document ID: 22707
Revision Note:Added: Pneumatic tube system, surgery informatics updates and safe patient handling. Minor formatting and spellingupdates.[Owner changed from Spruce, Kevin to Laing, Brenda by Silva, Natalie on 14-MAY-2018][Owner changed fromLaing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 52 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Operating Room Technician
Employee Number:______________
Name:____________________________
Date Completed:________________ Date Original sent to HR:_________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
Online Resources
Preference Cards
EPIC/ Password
Lippincott Clinical Skills
SharePoint Surgical Services
Lawson Portal
General Information
Annual update – HLC/Grown Up Education (Mock Codes) T3 Medcom Modules BLS/ ACLS Regulatory Compliance Corporate competencies Annual competencies Policy and Procedures Dress Code Locker Mailbox Badge Access Parking Check My "Timecard"
Page 53 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Operating Room Technician AMION Physician Privileging -MSO Net Pneumatic Tube System (PTS)
Communication
Interpreter Use HIPPA Interdepartmental Communication/ pagers
IRIS Surgery Informatics
Patient Safety
Body Mechanics Safe Pt Handling/ Emp. Injury Latex Allergy
Universal Protocol *
SCIP Measures/ NPSG
Infection Control
Hand washing
Body Substance Precautions*
Personal Protective equipment
Hazardous waste disposal (sharps/red bags)
Isolation precautions (contact, respiratory, neutropenic, TB)
Infection control reporting (i.e. TB, MRSA)
Instrument Decontamination*
Steris 1
Flash (Immediate Use Sterilization)
Biological Indicators/ Testing
Exposure Control Plan and follow-up, i.e. needle stick, bld.
Reprocess/Re-Use/Recycle
Skin Care/Wound Set Up and Assist
VAC dressing Ostomy: selection, application
Specimen Collection
Collection, labeling, verification*
Transporting Specimens*
Page 54 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Operating Room Technician
Picking Up Blood*
Medication Handling
Medication on the Back Table*
Preoperative
Picking Cases
Positioning Supplies*
Intraoperative
Aseptic Technique*
Scrubbing, Gowning, gloving*
Create/Maintain Sterile Field*
Drape patient*
Care and use of Instruments*
Scrub assist basic dissection cases*
Scrub basic scope cases*
Code Blue/Crash Cart
Electrosurgical Devices
Fire in the OR* (HLC)
Fluid Mgmt / Hysteroscopy*
Handling of Sharps*
Laser Safety
Malignant hyperthermia (HLC)*
Medical Gas Safety*
OR Etiquette*
Counts*(sponge, needle, inst.)
Chest drainage Set Up
Equipment Bed (All functions)
Page 55 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Operating Room Technician Electrosurgical Devices
Suction machines
Power Equipment
Lap Chole’ Carts
Emergency Carts: MH, Crash, Ped, Difficult Intubation
Postoperative
Cleaning between cases
Services Rotation General
General Laparoscopic
GYN
GYN Laparoscopic
GU
Vascular
Neuro
Ophthalmic
Orthopedic-ORIF
Orthopedic-Total Joint
Burns
Plastics
Robotic
ENT
OMFS/Dental
Open Heart
Self Evaluation Completed: _________________________________ _______________________________
Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
*Denotes Core
Competencies
Page 56 - 2019/10/22 18:18:13
Document Title: OR OSL - Unit Clerk
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 0
Document ID: 22708
Revision Note:This is an attachment to OR policy Training and Orientation<br />[Reviewed and Updated on 12/22/2016 by KevinSpruce: Next Review Date was set to 12/27/2019.][Owner changed from Spruce, Kevin to Laing, Brenda by Silva, Natalieon 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 57 - 2019/10/22 18:18:13
Orientation Skills/Competency VerificationSurgical Services – Community Medical Centers
Operating Room – Unit Clerk
Name_______________________________ Employee Number __________________Date Completed: _______________________
Date Original sent to HR _________________
Unit Clerk – Operating RoomWe are a learning organization where the process of self-assessment and continuous improvement is ongoing. Thisskills list is both a self assessment and a verification of the skills you have or are expected to be oriented to andcompetent in within your probationary/orientation period. It helps us determine what you need to learn in order to doyour job successfully!
1. The Self Evaluation section asks you to evaluate your entry level of competency before orientation. Check theappropriate column next to each statement. Sign and date the last page when you have completed the "SelfEvaluation" column.
2. As your orientation continues, validate that you reviewed the educational material provided to you. This may be inthe form of a video, policy/procedure, performance criteria list, Lippincott module, HLC, Service Rotation checklist, orother comparable tools.
3. The preceptor validates that you have verbalized your understanding of the process, or have observed the skill orprocedure, by placing their initials and date in the "Verbalized and/or Observed the Procedure" column.
4. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing theirinitial and date in the "Independently Demonstrated Procedure" column.
Task/Skill/Concept
Self Evaluation OrienteeValidation
Preceptor Validation
Able toPerform(understands
concept)
NeedsDirectionand/orfurthermentoring
ReviewedEducationMaterial and/orPolicy &Procedure
Verbalizedand/orObservedtheProcedure
IndependentlyDemonstratedCompetency
Initial Orientation to the Unit
First Day Checklist
Unit /Hospital tour
Appropriate attire and restricted areas
Time and Attendance (Kronos)
Requests for day off, change in schedule,
vacations
Absence/attendance reporting (SNA)
Job description and performanceevaluations
Professionalism on the Job
Patient confidentiality (HIPPA)
Basic medical terminology
Policy & Procedure resources on-line
Page 58 - 2019/10/22 18:18:13
Orientation Skills/Competency VerificationSurgical Services – Community Medical Centers
Operating Room – Unit ClerkEducation and annual competencies
HLC assigned courses
Regulatory Compliance
Telephone etiquette
AIDET key words with patient, family,co-workers and physicians
Patient Satisfaction and CustomerService
Complaints: how to process
Age-specific education
CPR and mock code blue
Resource Management
Ordering supplies
Supply requisitions
Restocking office supplies
Basic skills and routines
Basic computer skills
Emails and Outlook Calendar
Community Forum
Check “My Timecard”
EPIC software and use
Locate a Patient
Retrieve and print reports: lab, radiology etc.
MSO Net to check privileging
Telephone and intercom system
Telephone directories and physiciancontact numbers
Specimen transport
Picking up and verifying bloodproducts
Label makers
Office equipment (fax, copier etc.)
Compiling stats as assigned
Charge capture as assigned
Processing operative paper records
Blood requisition and transport
X-ray coordination
Anesthesia coordination
Page 59 - 2019/10/22 18:18:13
Orientation Skills/Competency VerificationSurgical Services – Community Medical Centers
Operating Room – Unit ClerkPhysician and physician officecommunication
Inter-departmental communicationand coordination with: Endoscopy,Short Stay, PACU, ED, ICU, CPCU,others
Interpreter use
Restricting access to procedural area
Vendor control and RepTrak
Visitor control
Scheduling
Case Scheduling
Scheduling add-ons
Scheduling office routine
Pulling up a schedule by date
Schedule changes and revisions
Anesthesia schedule and assignments
Work and call schedule (staff,anesthesia, and physicians)
Safety – Patient & Employee
Patient identification process with 2identifiers
Body mechanics for staff and patient
Latex allergy precautions
Universal Protocol: Verification at alltimes of correct patient for correctprocedure and correct site
Maintain quiet environment: respectpatient anxiety
Code Red: Fire response - RACE
Code Blue: CPR, BLS, crash cart
Code White: unit response
Code Pink: unit response
Code Purple: unit response
Code Triage: internal or external
Code Grey: unit response
Code Silver: unit response
Code Yellow: unit response
Code Orange: unit response
Code Green: unit response
Page 60 - 2019/10/22 18:18:13
Orientation Skills/Competency VerificationSurgical Services – Community Medical Centers
Operating Room – Unit Clerk
Infection Control
Hand washing and gelling
Body substance precautions
Dress code: nails, scrub attire,restricted areas
Equipment
Crash cart location
Malignant Hyperthermia cart location
Difficult Intubation cart location
SELF-EVALUATION COMPLETED:
_____________________________ _______________________________
Employee Signature
PRECEPTOR EVALUATION
COMPLETED:
Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
Rev. 2013
Page 61 - 2019/10/22 18:18:13
Document Title: OR OSL - Anesthesia Tech
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 1
Document ID: 22711
Revision Note:Updated formatting. Minor universal compliance updates.[Owner changed from Spruce, Kevin to Laing, Brenda bySilva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 62 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Anesthesia Technician
Employee Number:____________________
Name:____________________________
Date Completed:______________________ Date Original sent to HR:_______________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
Corporate
Corporate Orientation
First Day Checklist
Clinical Staff Orientation
Department Overview
Tour Dress code Manual location Meetings Phone Mailbox Locker Keys Badge Access Parking Check My "Timecard" Forum SharePoint Surgical Services
Pneumatic Tube System (PTS)
Interpreter Use
Page 63 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Anesthesia Technician
Interdepartmental Communication/pagers
HIPPA IRIS OR Etiquette/ Customer Service
Patient Safety
Body Mechanics Safe Pt Handling/ Emp. Injury Latex Allergy
Universal Protocol *
SCIP Measures/ NPSG
Infection Control
Hand washing Body Substance Precautions
Personal Protective Equipment
Hazardous Waste Disposal (Sharps/ Red Bag)
Isolation Precautions (Contact, Respiratory, TB)
Exposure Control Plan and follow-up, (i.e. needle stick)
Anesthesia Technician, Anesthesia (Surgery)
Unit education/competencies (Code Blue ed.)
Call Procedure
Requests for day off, change in schedule, vacations
CPR Patient Identification per CMC policy
Unit specific patient care
Human Resources
Medical Staff directory
Medical Staff Privilege Binder
Hazardous materials list
Safe practice list
Job description/performance evaluations
Yearly Competencies Anesthesia Technician required competencies
Handles sterile supplies: checks for intact packaging & outdates.
Demonstrates aseptic technique
Checks outdates for drugs/supplies
Maintains and rotates inventory of supplies
Performs case turn over:
Page 64 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Anesthesia Technician
Changes breathing circuit
Cleans leads/cables/machine/IV poles
Cleans top of machine/cart
Changes towel on top of cart
Changes suction tubing/canister
Removes and discards contaminated lines and tubing from infusion pumps and/or warmers
Restock supplies as needed
Transports gas machines, gas line adapters, and supply carts to outside areas,(e.g. Radiology, Cardiology, Interventional Radiology)
Restocks anesthesia medications per policy
Sets up supplies for specialty cases
Vascular
Orthopedic
Neuro
Pediatric
Thoracic
Trauma
Large abdominal
Sets up Latex free procedures
Assists anesthesia providers during procedures within scope of practice:
Assists with patient positioning and transfer to and from gurney
Assists Anesthesia Provider with blood patch procedures in PACU
Opens sterile special procedure trays
Dons sterile gloves
Holds and hands off supplies
Attaches EKG Leads to patient
Obtains blood from Bloodbank
Participates in in-services and orientation of new employees
Communication
Communicates effectively
During procedures and emergencies
With other departments
X-ray cases
L&D
ECT
Page 65 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Anesthesia Technician
ER
Burn Center
With physicians
Attends and participates in staff meetings and in-services
Cleaning Use appropriate germicidal solutions to clean equipment.
Decontaminates equipment:
Leads and cables, BP cuff
Case turnover
LMAs, Bullard and flexible laryngoscopes
Intubation equipment, blades, styles, McGill forceps, laser ET, tec.
Mixes, dates, tests and changes gluteraldehyde
Performs sterilization and high level decontamination
Dusts and cleans anesthesia storage areas
Stocking Maintains PAR levels and rotates stock
Orders supplies and bulk drugs
Follows up on anesthesia equipment and supply request
Stocks ORs between cases
Anesthesia carts
Breathing circuits
Suction/intubation supplies
Monitoring supplies
Medication
Anesthesia machine supplies
Stocks Specialty carts
Anesthesia re-stocking cart
Arterial line cart
Pediatric cart
Difficult airway cart
Malignant hyperthermia
Epidural cart
Equipment - Locates tests, trouble shoots, maintains, cleans
Anesthesia gas machines
Daily start up procedure and equipment check
Supply tanks/lines
Scavenger system
Soda lime change
Vaporizers
Page 66 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Anesthesia Technician
Nerve stimulators (Peripheral and those used for Local block)
Battery checks
Bullard Laryngoscope
Set-up
Decontaminate
Cardiac monitors
Pulse oximeters
Blood pressure monitors
Temperature monitors
Cardiac output monitors
Hyperthermia blanket
Rapid infusers
Flexible laryngoscope and light source
Leak testing
Blood warmers
Attends periodic training on equipment
Core Competencies *
Self Evaluation Completed: _____________________________ _______________________________ Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
Page 67 - 2019/10/22 18:18:13
Document Title: OR OSL - SPA
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 2
Document ID: 22713
Revision Note:Removed facility-specific names and references.[Owner changed from Spruce, Kevin to Laing, Brenda by Silva, Natalieon 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 68 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Surgical Practice Assistant
Employee Number:______________
Name:_______________________
Date Completed:________________ Date Original sent to HR:_________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
Online Resources
Preference Cards
SharePoint Surgical Services
Lawson Portal
General Information
Annual update – HLC/Grown Up Education (Mock Codes) BLS Regulatory Compliance Corporate Competencies Annual Competencies Policy and Procedures Dress Code Locker Mailbox Badge Access Parking Check My "Timecard" Forum Pneumatic Tube System (PTS)
Page 69 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Surgical Practice Assistant
Communication
Interpreter Use Interdepartmental Communication/pagers
HIPPA IRIS OR Etiquette/ Customer Service Surgery Informatics
Patient Safety
Body Mechanics Safe Pt Handling/ Emp. Injury Latex Allergy
Universal Protocol *
SCIP Measures/ NPSG
Infection Control
Hand washing Body Substance Precautions
Personal Protective Equipment
Hazardous Waste Disposal (Sharps/ Red Bag)
Isolation Precautions (Contact, Respiratory, TB)
Exposure Control Plan and follow-up, (i.e. needle stick)
Instrument Decontamination*
Steris 1
Flash (Immediate Use Sterilization)
Biological Indicators/ Testing
Reprocess/Re-Use/Recycle
Anesthesia assist
Anesthesia assist for Difficult Intubations.
Rapid sequence induction.
Difficult Intubation Cart Supplies
Anesthesia Room Supplies Single lung ventilation
Anesthesia equipment decontamination
Central line set up
Arterial Line Set up
Daily Anesthesia machine Check
Anesthesia Monitors
Types of anesthesia
Page 70 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Surgical Practice Assistant
Level One set up/ Hot Line
Specimen Collection
Transporting Specimens*
Picking Up Blood*
Preoperative
Positioning Supplies*
Picking Cases
Pre op Skin Prep
Room Set Up*
Transporting Patients
Intraoperative
Aseptic Technique*
Scrubbing, Gowning, gloving*
Care and use of Instruments*
Code Blue/Crash Cart
Electrosurgical Devices
Fire in the OR* (HLC)
Medical Gas Safety*
Job Duties
Equipment Bed (All functions)
Electrosurgical Devices
Suction machines
Power Equipment
Lap Chole Carts
Emergency Carts: MH, Crash, Peds, Difficult Intubation
Anesthesia Machine
Anesthesia cart
Anesthesia monitors
Nerve Stimulators
Patient warmers
Temperature Monitors
Page 71 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgical Services
Surgical Practice Assistant
Stocking Maintains PAR Levels and Rotates Stock
Orders Supplies
Restocks Anesthesia Cart
Postoperative
Cleaning and turnover *
Core Competencies *
Self Evaluation Completed: _____________________________ _______________________________ Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
Page 72 - 2019/10/22 18:18:13
Document Title: OR OSL - Housekeeping
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 1
Document ID: 22714
Revision Note:Added: body mechanics and safe patient-handling (emp. injury). Minor document formatting.[Owner changed fromSpruce, Kevin to Laing, Brenda by Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to DempseyOrtega, Susan J by Silva, Natalie on 28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
Page 73 - 2019/10/22 18:18:13
Orientation Skills/ Competency Verification
Surgery Housekeeper
Unit - Surgery
Employee Number:______________
Name:_______________________
Date Completed:________________ Date Original sent to HR:_________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
On Line Resources
Lawson Portal
Sharepoint Surgical Services
Regulatory Compliance
Policy and Procedures
Annual update - HLC/Grown Up
Check My "Timecard"
Education (Mock Codes)
General information
Corporate Competencies Annual Competencies Dress Code Locker Mailbox Parking Request for day off Absence reporting
Communication
Interpreter Use Interdepartmental Communication/pagers
HIPPA IRIS OR Etiquette/ AIDET
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Orientation Skills/ Competency Verification
Surgery Housekeeper
Unit - Surgery
Patient Safety
Body Mechanics Safe Pt Handling/ Emp Injury Latex Allergy Universal Protocol
SCIP Measures
Infection Control
Hand washing Body Substance Precautions
Personal Protective Equipment
Hazardous Waste Disposal (Sharps/ Red Bag)
Isolation Precautions (Contact, Respiratory, TB)
Exposure Control Plan and follow-up, i.e. needle stick
Cleaning solutions
Safe Environment In the OR
Specimen Collection Transporting Specimens
Picking Up Blood
Preoperative Room Set Up
Transporting Patients
Intraoperative Code Blue/Crash Cart
Fire in the OR (HLC)
Job Duties
Equipment Bed (All functions)
Suction machines
Emergency Carts: MH, Crash, Peds, Difficult Intubation
Stocking Maintains PAR Levels and Rotates Stock
Orders Supplies
Postoperative
Cleaning and turnover
______________________________ _______________________________ Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
Rev. 12/2016
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Document Title: OR OSL - Nurse Extern
Owner: Susan J Dempsey Ortega, RN Clinical Nurse Spec
Department: Operating Room
Type: Form
Revision Number: 1
Document ID: 22715
Revision Note:Updated formatting and included universal service-line additions.[Owner changed from Spruce, Kevin to Laing, Brendaby Silva, Natalie on 14-MAY-2018][Owner changed from Laing, Brenda to Dempsey Ortega, Susan J by Silva, Natalie on28-FEB-2019]
This document is listed as a link on the document "OR - Trainingand Orientation of Operating Room Staff".
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Orientation Skills/ Competency Verification
Surgical Services
Nurse Extern
Employee Number:____________________
Name:____________________________
Date Completed:______________________ Date Original sent to HR:_______________
We have a learning organization where the process of self-assessment and continuous improvement is ongoing. This skills list is both a self assessment and a verification of your skills. This determines what you feel you need to learn in order to do your job!
1. Read through the skills checklist
2. Under the "Self Evaluation" section, check the appropriate column next to each statement. Sign and date the last page when you have completed the "Self Evaluation" column. This column is to be completed by the end of the 2nd day of department orientation.
3. Validate that you reviewed the educational material and policy/procedure by placing their initial and date in the "Orientee Validation" column
4. The preceptor validates that you have verbalized or observed the skill by placing their initial and date in the "Verbalized and/or Observed the Procedure" column
5. The preceptor validates that you have demonstrated the ability to independently perform the skill by placing their initial and date in the "Demonstrated Procedure" column.
Task/Skill Self Evaluation Orientee Validation
Preceptor Validation
Able to Perform
Needs Some
Direction
Reviewed Educational Material
and/or Policy/Procedure
Verbalized and/or Observed the
Procedure
Demonstrated Procedure
Corporate
Corporate Orientation
First Day Checklists
Clinical Staff Orientation
Department Overview
Tour Dress code Manual location Meetings Phone Mailbox Locker Keys Badge Access Parking Check My "Timecard" Forum SharePoint Surgical Services
Pneumatic Tube System (PTS)
Interpreter Use
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Orientation Skills/ Competency Verification
Surgical Services
Nurse Extern
Interdepartmental Communication/pagers
HIPPA IRIS OR Etiquette/ Customer Service
Resource Management
Ordering supplies Pyxis (Nursing – RN/LVN)
Patient Safety
Body Mechanics Safe Pt Handling/ Emp. Injury Latex Allergy
Universal Protocol *
SCIP Measures/ NPSG
Infection Control
Hand washing Body Substance Precautions
Personal Protective Equipment
Hazardous Waste Disposal (Sharps/ Red Bag)
Isolation Precautions (Contact, Respiratory, TB)
Exposure Control Plan and follow-up, (i.e. needle stick)
Age-Specific Education: Follow criteria appropriate to age groups (Mark N/A as applicable)
Newborn/Infant
Toddler/Preschooler
School Age
Adolescent
Elderly
Technical Partner (General Information)
Unit education/competencies (Code Blue ed.)
Call Procedure
Requests for day off, change in schedule and vacations
CPR
Manual Location
Unit specific
Patient Care
Lippincott Procedures book
Human Resources
Safety
Infection control
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Orientation Skills/ Competency Verification
Surgical Services
Nurse Extern
Medical Staff directory
Medical Staff Privilege Binder
SS hazardous materials list
SS safe practice list
Job description/performance evaluations
Competencies
Yearly Competencies
Team Leader procedure
Absence/attendance reporting
Surgical Assistant Didactic Training
Transport
Patient transfer (bed to bed)
Positioning/Positioning devices
OR table and attachments
Clip preps
Specimen handling
Sterile technique
Surgical hand scrub
Gowning and gloving
Autoclave operation and monitoring
Sterile supplies: storage, shelf life, and rotation
The Steris System
Laparoscopy: instrumentation, video equipment
Room cleaning/Turn-over
Basic Technical Partner Skills
Stocking
Stock returns
Picking cases routine
Postmortem care
Assisting with spinal
anesthesia
Latex free procedures
Blood transport
Customer relations
Patient confidentiality
Transporting patients
Chart pack assembly
Addressographing OR records
Biopsy cases
Equipment Care and Location
Storage areas
Sticker outdates
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Orientation Skills/ Competency Verification
Surgical Services
Nurse Extern
Bovie
Fracture table
OR furniture
Microscopes
Positioning equipment
Anesthesia monitors
Anesthesia machines
Instruments: sterile and
nonsterile
Tourniquets
Video equipment
Pneumo-tanks: changing
Equipment failure procedures
X-ray equipment
Emergency Equipment Malignant hyperthermia cart
Difficult airway equipment
Pediatric anesthesia equipment
Communication
Main control desk
RNs in area of assignment
Short Stay
Cardiac Team
Physicians
Areas of Patient Transport
Core Competencies *
Self Evaluation Completed: _____________________________ _______________________________ Employee Signature Date
______________________________ ________________________________
Preceptor Signature Preceptor Signature
_____________________________ _______________________________
Preceptor Signature Preceptor Signature
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