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Page 1: OR - Training and Orientation of Operating Room Staff PDF

OR - Training and Orientation of Operating Room StaffPDF

DISCLAIMER LEGAL NOTICE: This PDF was requested on 10/22/2019 11:11:38 and will be made available in theLucidoc application until midnight on the requested day. PDFs should not be used as official documentation. Contents ofofficial documents are subject to change without notice. Lucidoc makes no representation or warranty whatsoeverregarding the completeness, accuracy, "up-to-dateness", or adequacy of the information or materials contained herein.Please refer to Lucidoc for the most up to date information.

CONFIDENTIALITY LEGAL NOTICE: This PDF may contain confidential information and is intended solely for theaddressee. The information may also be legally privileged. This transmission is sent in trust, for the sole purpose ofdelivery to the intended recipient. If you have received this transmission in error, any use, reproduction, or disseminationof this transmission is strictly prohibited. If you are not the intended recipient, please immediately notify the sender andpermanently delete this file.

Page 1 - 2019/10/22 18:18:13

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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

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Page 3: OR - Training and Orientation of Operating Room Staff PDF

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".

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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

Page 13: OR - Training and Orientation of Operating Room Staff PDF

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

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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

Page 15: OR - Training and Orientation of Operating Room Staff PDF

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".

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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.

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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".

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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

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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

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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".

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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".

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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".

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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

Page 44 - 2019/10/22 18:18:13

Page 45: OR - Training and Orientation of Operating Room Staff PDF

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

Page 46: OR - Training and Orientation of Operating Room Staff PDF

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

Page 47: OR - Training and Orientation of Operating Room Staff PDF

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

Page 48: OR - Training and Orientation of Operating Room Staff PDF

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

Page 49: OR - Training and Orientation of Operating Room Staff PDF

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

Page 50: OR - Training and Orientation of Operating Room Staff PDF

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

Page 51: OR - Training and Orientation of Operating Room Staff PDF

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

Page 52: OR - Training and Orientation of Operating Room Staff PDF

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

Page 53: OR - Training and Orientation of Operating Room Staff PDF

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

Page 54: OR - Training and Orientation of Operating Room Staff PDF

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

Page 55: OR - Training and Orientation of Operating Room Staff PDF

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

Page 56: OR - Training and Orientation of Operating Room Staff PDF

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

Page 57: OR - Training and Orientation of Operating Room Staff PDF

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

Page 58: OR - Training and Orientation of Operating Room Staff PDF

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

Page 59: OR - Training and Orientation of Operating Room Staff PDF

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

Page 60: OR - Training and Orientation of Operating Room Staff PDF

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

Page 61: OR - Training and Orientation of Operating Room Staff PDF

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

Page 62: OR - Training and Orientation of Operating Room Staff PDF

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

Page 63: OR - Training and Orientation of Operating Room Staff PDF

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

Page 64: OR - Training and Orientation of Operating Room Staff PDF

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

Page 65: OR - Training and Orientation of Operating Room Staff PDF

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

Page 66: OR - Training and Orientation of Operating Room Staff PDF

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

Page 67: OR - Training and Orientation of Operating Room Staff PDF

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

Page 68: OR - Training and Orientation of Operating Room Staff PDF

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

Page 69: OR - Training and Orientation of Operating Room Staff PDF

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)

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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

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Page 71: OR - Training and Orientation of Operating Room Staff PDF

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

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Page 72: OR - Training and Orientation of Operating Room Staff PDF

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

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Page 73: OR - Training and Orientation of Operating Room Staff PDF

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".

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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

Page 74 - 2019/10/22 18:18:13

Page 75: OR - Training and Orientation of Operating Room Staff PDF

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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Page 76: OR - Training and Orientation of Operating Room Staff PDF

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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Page 77: OR - Training and Orientation of Operating Room Staff PDF

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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Page 78: OR - Training and Orientation of Operating Room Staff PDF

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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Page 79: OR - Training and Orientation of Operating Room Staff PDF

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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Page 80: OR - Training and Orientation of Operating Room Staff PDF

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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