IDT Meeting Components

The first section of the document displays basic patient information relevant to the IDT review. This information pulls from the patients chart and can be edited using the Actions button in the upper left of the section.

Type of IDT: Select the type of IDT meeting appropriate to the patient’s situation.

The Meeting Summary section includes a large narrative area and the ability to document care coordination. Pre-defined narratives can be inserted using the narrative note tool (). Previously documented narratives can be viewed using the Historical Lookback function (). This will display in reverse chronological order any narratives documented at the end of any assessment forms and in any progress or visit note.

Frequencies from any order type IDT Frequencies will flow to this section. Orders can be edited directly from the IDT Meeting document using the Actions button in the upper left of the section.

Frequencies will display as: Range – Amount / Frequency X Duration

The last section in the document is the Team Signatures section. In this section, team members can be selected from drop-down lists for each discipline. The drop-down menus only include users who have been assigned to that specific discipline. Two additional spaces are included for other potential tem members.

Select N/A to clearly identify disciplines not selected, so as to avoid the appearance of unintended omission or oversight.

If the hospice agency is using Electronic Signatures, any user (who has an electronic signature setup) selected from a drop-down menu in this section will have the ability to electronically sign this document from the IDT Meeting tab. This document can also be printed out and manually signed as well.

 

To electronically sign a document, a user will go to the patient’s chart and highlight the IDT Meeting document (from the IDT Meeting tab). If the user’s name is present in a signer drop-down field, they will be presented with a button to electronically sign the document.

In the Document Status box, the list of signers and the status of whether they have signed or not is displayed.

Once signed, the electronic signature is inserted into the signature field next to the user’s name. The last person to sign the document will get the Electronically Sign & Lock button and their signature will lock the document.

   

 

This section will display the patient’s current medications. Medications can be edited by using the Actions button in the upper left of the section header.

This section will display the patient’s current DME. DME can be edited by using the Actions button in the upper left of the section header.

This section will display the patient’s current Advance Directives. Advance Directives can be edited by using the Actions button in the upper left of the section header.

Prior to the IDT meeting, team members may document narratives specific to their disciplines. Narratives are documented on the IDT Discipline Narrative document that is available in either the IDT Meeting tab or the Documents tab. Any narrative that is created within 10 days prior to the meeting date (and has not already been added to another IDT Meeting document) can be selected in the IDT Meeting Content Selection window.

In order to use the IDT Discipline Narratives, the IDT Discipline Narrative document must be un-excluded in Reference Files | Document Exclusion.

 

The process is as follows:

1.    A user creates a new IDT Discipline Narrative document from either the IDT Meeting tab or the Documents tab.

2.    User documents narrative and signs and locks the document.

It is recommended that the user sign and lock this document. However, the IDT Discipline Narrative does not need to be signed and locked in order for the information to flow into the IDT Meeting document. Any changes made in the IDT Discipline Narrative will flow to the IDT Meeting document until the IDT Meeting document is locked.

3.    On or before the IDT meeting, the IDT Meeting document is created from the IDT Meeting tab. In the IDT Meeting Content Selection window, the available IDT discipline narratives will be listed (if created within the past 10 days and have not been added to any other IDT Meeting document).

4.    User selects the narratives to include in this IDT Meeting document.

5.    Narratives will appear in the IDT Discipline Narratives section of the IDT Meeting document.

6.    Narratives can be added or removed using the Actions button in the upper left of the Narratives section.

The IDT Status Review section can be used to document the patient’s Physical, Psychosocial, Spiritual and Other Services status as well as Bereavement issues. It is suggested that hospices use either the IDT Discipline Narratives or the IDT Status Review.

The IDT Status Review can be completed either prior to or during the IDT meeting. Any user whose name appears in one of the fields in the Team Signatures section has permission to document in the IDT Status Review section.

Pre-defined narratives can also be added using the narrative note function .

The Care Plan section will show two different views depending on whether CAREpliance is turned on or off in the system.

When CAREpliance is turned OFF the section will include all the Goals and Interventions from the assessment forms. These are the same Goals and Interventions that are on the old assessment documents as well.

These Goals and Interventions will be populated with data from the most recent assessment document, but can be edited in the IDT Meeting document. Any edits to the Goals will flow to the next assessment document. Intervention data does not flow to assessments.

The Historical Lookback function ( ) can be used to view previous documentation. This will display in reverse chronological order any Goals and Interventions information documented in any of the assessment forms for nursing, social work and chaplain or spiritual counselor.

 

When CAREpliance is turned ON the section will include the Problems, Goals and Interventions on the patient’s Care Plan.

The Care Plan can be modified directly from the IDT Meeting document by selecting the Modify Care Plan button.