wk1 2023_jun_epic #story_b: Team PSD workflow master deck for site consults (data & modeling)

[emilymetcalf114]

@emilymetcalf114 #people_ops_workstream

["Team PSD co-coordinates MTL site consults with OMHSP QIICs, ILEAD and field sites." slides]("Team PSD co-coordinates MTL site consults with OMHSP QIICs, ILEAD and field sites.")

Break up into weeks:

• [ ] Power Point Slide deck step by step guide with screenshots for using the mtl.help@va.gov calendar.
  • [ ] Draw screenshots from what went over 4/4 and 4/5 with #systems_sme_workflow and #support_workflow
• [ ] Track on 2617 as a draft.
• [ ] Team PSD Manual
• [ ] MTL Manual
• [ ] sharepoint

[lzim]

Discussed at 8am_workflow & systems_sme_workflow

wk4 2023_apr_epic

@emilymetcalf114 I recommend that the primary focus of this slide deck be the following cross-cutting use:

• [ ] @lzim Drafted functional requirements based on the meetings above (3 pts)

  adjudicate_memo

  OPERATIONS 3 = Advance a major milestone/dependency impacting progress across users. DEVELOPMENT 3 = Document the new functional requirement across users

User Story Map: "Team PSD co-coordinates MTL site consults with OMHSP QIICs, ILEAD and field sites."

User_workflows that may consult with this slide deck for standard work:

• 8am_workflow - to align interdependen workstreams
• consult_workflow - to align with QIIC workflows
• systems_sme - to prepare and package recommendations
• ilead_workflow - to ensure accreditation
• support_workflow - to respond to bugs and develop features

Functional Requirements for this Slide Deck "Co-cordinate MTL site consults with OMHSP QIICs, ILEAD and field sites."

• [x] Requirement 1: Thesis: "Request access to mtl.help@gov shared healthcare operations calendar."

• [x] List the steps for requesting access from Team PSD Manual https://mtl.how/teampsd_manual &/or #2617

• [x] Requirement 2: Thesis: "MTL Help Calendar tracks the week's goal for each consulting site.

• [x] Use screenshot and call outs for a consult task in Outlook calendar.** (see James' wireframes) to define each detail for MTL process [Example Not included here to avoiding naming a specific site]:

  • [x] Consortia & QIIC mapping
  • [x] VISN
  • [x] Red (data consult) / Blue (modeling consult)
  • [x] Sampling/Randomization Strata (Large/Small VAMC/CBOC)
  • [x] Next Step in process - Email Clinic Selections, etc.

• [x] Requirement 3: Thesis: "MTL Help Calendar Sets up weekly recurrence to finish consult within 30 days.

• [x] Use screenshot and call outs for a consult task in Outlook calendar.** (see James' wireframes) to define each detail for MTL process [Example Not included here to avoiding naming a specific site]:

• [x] Requirement 4: Thesis: "1 month Lead time for each site"

• < 1 mo lead time

• < 1 mo of engagement

• NO PREP time for the #qiics - briefings and alignment 1 hr #consult_workflow at 12noon Eastern.

• [x] Requirement 5: Thesis: "Evaluate filters and clinic selections to define the data for a site."

• [x] Use screenshot with highlights to note the selections.

• [x] Include link to the site's VISN Tab.

• [x] Requirement 6: Thesis: "Evaluate filters and clinic selections to define outflow from a specific."

• [x] Use screenshot with highlights

• [x] Requirement 7: Thesis: "Begin site study recommendations with master deck for MTL Red or MTL Blue in **systems_sme_workflow."

• [x] Slide depicts navigation and provides link to these Master Templates

• [x] Requirement 8: Thesis: "Zoom out to evaluate trends."

• [ ] Slide screenshot calls out specific functionalities

• [x] Requirement 9: Thesis: "Specific Recommendations."

• [x] Provide tailored recommendations related to team trends

• [x] Include links to page & CPT code definitions.

• [x] Requirement 10: Thesis: "Review time-based evaluation of common care problems."

• [x] Provide tailored recommendations related to site.

• [x] Include links to site page & CC, MM, PSY, Team Care and Team Flow definitions.

FYI: Picking this up from today wk4 2023_apr_epic systems_sme_workflow @dlkibbe @dlounsbu @hthrmarsh @epearman @jamesmrollins

[ghost]

Functional Requirements for Data UI:

Add to the landing page : #data_operations_manager @epearman

• [x] Check the FAQs at https://mtl.how/community
• [x] OMHSP Team Participatory System Dynamics: https://mtl.how/team
• [x] OMHSP National Quality Improvement Implementation Consultant (QIIC) Sharepoint
• [ ] @lzim and @emilymetcalf114 Please review changes in QA card #2955

[emilymetcalf114]

@dlkibbe @emilymetcalf114 @epearman discussed wk4 2023_apr_epic

@lzim We recommend switching the order of functional requirements #9 (Recommendations) and #10 (time based evaluation of common care problems) so that all recommendations are provided at the end after reviewing the data.

[emilymetcalf114]

discussed during #consult_workflow and got feedback from QIICs @lzim @epearman @hthrmarsh @dlkibbe @emilymetcalf114

mgmt_trio

systems_smes

Additional functional requirements added:

• [ ] @emilymetcalf114 move definition links to the beginning of the slide deck
  • [x] Provide links to CPT codes or define CPT codes for Psychotherapy & Medication Management on the slide.
  • [ ] Bin definitions.
  • [ ] Defining the Addiction Bin
  • [x] Definition on the slide CPT guide
  • [ ] Link to the CPT guide so the end-user is super clear about what the selection means, otherwise they cannot use it.
• [x] User message for link in the slide "View and interact with your local MTL data at this link: mtl.how/data"
• [x] Use MTL Blue and MTL Red Logos in the master slide deck template for data only (Red), or add simulation (Blue).
• [x] narrow view of top encounters
• [x] include box with data/numbers of encounters
• [x] show F2F side by side with VVC and a statement about the trends - Both could be increasing, both decreasing or moving in opposite directions.
  • [x] F2F on left
  • [x] VVC on right
• [ ] @epearman Include instructions on use of Stop Codes in the Clinic Selection.

[ghost]

Discussed wk1 2023_may_epic

Who: @lzim @epearman FYI: @emilymetcalf114 @hthrmarsh @dlkibbe

Next Steps: Requirements

• [ ] This issue card: MTL 3.5 Red & MTL 3.5 Blue Slide Templates
  • [ ] First divy up slides and reformat per slide deck conventions discussed below
  • [ ] Comb through the slide deck and ensure alignment with MTL guides to avoid waste and rework and misalignment
• [ ] Teams/Sharepoint set up #crossref #663
• [ ] Site CoPlanning Groups in Dynamics #crossref #666

  ---

Slide deck conventions discussed during wk1_2023_may_epic overflow_workflow:

• 1/2" from edges
• 1/2" inch between the images in the middle if column type boxes or 1"4 on both edges from middle
• Title should have # and period at end of title
• Links should tell someone what they can find there
• Table formatting
• Remove words from the rows/columns if appears in the table header
• mtl.help and mtl.info do not need to be capitalized
• Shouldn't be wasted space around the text in the call outs
• Break up clauses intentionally (e.g. you wouldn't have Team PSD SAFe break across two lines)

[hthrmarsh]

@lzim I cleaned up the slides according to the conventions scribed above and updated/added a couple of transitions slides.

Slides are here:

FYI @emilymetcalf114 @epearman

[lzim]

Great! Thanks @hthrmarsh for following through to further implement wk4 2023_apr_epic and wk1 2023_may_epic workflow_user feedback.

FYI: @emilymetcalf114 - OOO today @epearman - cross-covering w/ @jamesmrollins @dlounsbu & @dlkibbe

THIS WEEK wk2 2023_may_epic

• [ ] @lzim - To standardize MTL 3.5 Red and MTL 3.5 Blue Master Slide Deck Templates, After 4PM today - I am going to

• [ ] 01. Align the slides thesis sentences to the existing

  • [ ] 02. accredited learning objectives and
  • [ ] 03. .gifs in the MTL Blue and MTL Red guides.
    • @hthrmarsh & @epearman - You two may be able to help with adding the .gifs if I clarify which are needed.
  • [ ] 04. Add link to relevant MTL Blue and MTL Red guide in Slide Footer
• 5. Check against grant/trial strategy constructs in
     • [ ] 06. R01 grant (Audit & Feedback)
     • [ ] 07. IIR Grant (usual Quality Improvement)

• [ ] 08. Measures of Aim 2 constructs in in Clinical Trials Registration/IRB for

  • R01 systems thinking
    • [ ] 09. Aim 2 Provider Survey
    • [ ] 10. Aim 2 IRB Modification coding C.F.B.T. from Sterman, 2006

• [ ] IIR Grant participatory learning

  • [ ] 11. Aim 2 Provider Survey
  • [ ] 12. Aim 2 IRB Modification coding Participatory Constructs from Oetazel et al., 2018

Once we have these, we hope we can add the site specific information in a way highly aligned to all prior work on the trials

_Next Steps: 2023_mayepic

wk2

• [ ] 1. #qiic review tomorrow
  • [ ] 2. @lzim Update HSRD DSMB
  • [ ] 3. @lzim Update NIDA DSMB

wk3

• [ ] 4. #systems_sme_workflow
  • [ ] 5. Finalize 9 sites slide decks and engage sites wk3 & wk4 2023_may_epic

VA

• [ ] 6. @epearman - Make sure site tracking GitHub Issue card on the mtl.help@va.gov calendar

• [ ] 7. @ #596 MiDCon VISN23 VA Red Nebraska-W Iowa Lincoln CBOC

• [ ] 8. @ #594 SSNC VISN8 VA Red Bay Pines Sarasota

• [ ] 9. @ #573 SSNC VISN19 VA Red Cheyenne CBOC

• [ ] 10. @ #574 SSNC VISN6 VA Red Richmond Fredericksburg 

• [ ] 11. @ #597 WSNC VISN19 VA Red Montana Kalispell

NIH

• [ ] 12. @epearman - Make sure site tracking GitHub Issue card on the mtl.help@va.gov calendar

• [ ] 13. @ #576 WSNC VISN22 NIH Red GLA Sepulveda VAMC

• [ ] 14. @ #575 SSNC VISN7 NIH Blue Montgomery Dothan

• [ ] 15. @ #572 WSNC VISN21 NIH Blue Palo Alto San Jose

• [ ] 16. @ #595 WSNC VISN21 NIH Blu North California Redding

  • [ ] 17. Finalize 9 site recommendation paragraphs for #qiics

  VA

• [ ] 18. @ #596 MiDCon VISN23 VA Red Nebraska-W Iowa Lincoln CBOC

• [ ] 19. @ #594 SSNC VISN8 VA Red Bay Pines Sarasota

• [ ] 20. @ #573 SSNC VISN19 VA Red Cheyenne CBOC

• [ ] 21. @ #574 SSNC VISN6 VA Red Richmond Fredericksburg 

• [ ] 22. @ #597 WSNC VISN19 VA Red Montana Kalispell

NIH

• [ ] 23. @#576 WSNC VISN22 NIH Red GLA Sepulveda VAMC
• [ ] 24. @#575 SSNC VISN7 NIH Blue Montgomery Dothan
• [ ] 25. @#572 WSNC VISN21 NIH Blue Palo Alto San Jose

• [ ] 26. @#595 WSNC VISN21 NIH Blu North California Redding

  wk3

• [ ] 7. @lzim incorporate in ILEAD Pre-Prod Scripts DUE 7/21

  • [ ] 8. Clinical Perspective
  • [ ] 9. Leadership Perspective
  • [ ] 10. Improvement/Change/Quality Manager Perspective
  • [ ] 11. Data/Modeling Perspective
  • [ ] 12. Evaluator/Scholar Perspective

  wk3 - The list below is dependent on the [OIG/OMHSP "Directive"] (https://teams.microsoft.com/l/message/19:cb0b9866ac224a179236c0cc3e2ee56f@thread.skype/1683648594450?tenantId=e95f1b23-abaf-45ee-821d-b7ab251ab3bf&groupId=1db500d5-0d01-4254-af42-ad3f78bafacd&parentMessageId=1670342633287&teamName=teampsd_vha&channelName=consult_workflow&createdTime=1683648594450&allowXTenantAccess=false) should be the ground truth/foundation of these integration."

  • OMHSP Sharepoint/Data Dashbaord Integration Review to prep for BHIP Meeting 05/18
    • [ ] 13. BHIP Team Implementation/Staffing
    • [ ] 14. Productivity/Staffing (MHOC /MHHI)
    • [ ] 15. EBP Start/Dose (SAIL coverage/continuity)
    • [ ] 16. Health Disparities/Equity (JEDI; Joint Commission #health_equity_grant & #health_equity_contract)
    • [ ] 16. PTSD Mentorship Dashboard
    • [ ] 17. PDSI (OUD & AUD EBPharm)
    • [ ] 18. LEAF
    • [ ] 19. QIIC

wk4

• OMHSP Review w/Leadership - Dr. Campbell's 2nd quarterly update this Fri 05/12
  • [ ] 20. BHIP Kendra & Lauren - next week 05/18
  • [ ] 21. NCPTSD & Stacey P
  • [ ] 22. Cliff & Claire
  • [ ] 23. PECs Rani & Jodie
  • [ ] 24. HERC cost analyses

2023_jun_epic

• [ ] 25. Ilse & Jay - Laura
  • [ ] 26. RO1 (return on investment #portfolio horizons) Definitions & Guidance - BUILD based on QA of one_deck iterations [ ] a. Efficacious [ ] b. Pivot/Divest [ ] c. Future

[lzim]

#consult_workflow wk2 2023_may_epic - We reviewed our MTL Red/MTL Blue Sites and MAster Slide Deck plan with the #qiics

• [ ] @lzim to track OMHSP release of "the Directive" on 05/09/2023

• [ ] DECISION:

• The **MTL Red & MTL Blue** slide decks will be the SAME for the first section of slides._

• MTL Blue Based_ on clinical area the Site is looking for support; and that we identify using the MTL Red Data UI will will request a meeting with the MTL Blue Team/Leads to make clinic selections to do a "deeper dive" with modeling support.

[lzim]

Discuss #adjucate_memo at wk2 2023_may_epic hq_workflow

[hthrmarsh]

Cannot close this card at end of wk4 Sprint.

[lzim]

No work on this exact card not covered elsewhere.