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Applying workflow analysis tools to assess immunization delivery in outpatient primary care settings
J Fontanesi1, M De Guire, J Chiang
1Department of Pediatrics, School of Medicine, University of California at San Diego, USA. jfontanesi@ucsd.edu
Summary
A workflow observation tool identified operational errors in underfunded clinics, improving pediatric immunization delivery. This led to process improvements and ongoing quality assurance efforts in 12 of 15 clinics.
Area of Science:
- Healthcare Management
- Quality Improvement
- Pediatric Health
Background:
- Underfunded community clinics face resource constraints for quality assurance.
- Pediatric immunizations were used as a key indicator for assessing service delivery.
- Workflow observation is crucial for identifying operational bottlenecks.
Purpose of the Study:
- To identify causal processes affecting pediatric immunization delivery in resource-limited settings.
- To assess the utility of a workflow observation tool in community clinics.
- To pinpoint operational errors impacting clinical and fiscal processes.
Main Methods:
- Utilized a 127-item workflow observation tool (Observational Checklist of Patient Encounters - OCPE).
- Trained observers followed families through clinic processes (check-in to billing).
- Included observations of diverse visit types for children under three in 10 clinics and 5 private practices.
Main Results:
- The workflow observation tool revealed previously unrecognized operational errors in clinical and fiscal processes.
- Identified specific workflow issues impacting immunization delivery efficiency.
- Provided data for targeted quality improvement interventions.
Conclusions:
- Workflow observations facilitated process-oriented improvements integrated into quality improvement procedures.
- Feedback led to the formation of process action teams in 12 of 15 participating clinics.
- The study highlights the value of workflow analysis for enhancing healthcare delivery in underserved areas.