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Corrective Action: Case Study

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Explanation of current problem requiring Corrective Action, including specific date(s) and example(s) (attach any additional documentation):
• Multitasking/Time Management - When Delana Sullivan is not covering the front desk, she does not manage her time wisely. She finds unnecessary things to do to avoid helping her co-workers. She should be able to help the staff complete the tasks in their buckets. She spends a lot of time sending emails and roaming around the office. This prevents her from being valuable to the needs of our practice. I have to constantly remind her of what she should be doing. If I am away from the office Delana roams around and does not do what I ask to be done. I get several complaints from coworkers about her “hanging …show more content…

She often raises her voice and is defiant with my request. She has a hard time receiving constructive criticism and following the directions I give her. When I give her an assignment to do, she often fails to complete the tasks correctly or in a timely manner. She always says she was doing something else and unable to finish what I assigned to her. A couple of examples are…
1. On 03/27/2017 at 12:22pm, I asked Delana to check records and referrals for Thursday 03/30/2017. When I followed up with Delana at 4:30pm she was unable to complete (or even start) this task. She spent the entire afternoon calling on 7 follow ups in her bucket. The 7 follow ups should only have taken 30-60 minutes.
2. On 03/31/2017 Delana Sullivan was asked to check records and referrals. This is a task on the checklist. On 04/04/2017 George Shwab, NP was in a room with a patient and didn’t have her ER notes. We went back to checklist and found that Delana checked records for the wrong date. This is a task she should be familiar with. When I spoke with Delana about the error she said she was unaware that we even obtained ER notes from …show more content…

She finds unnecessary tasks to do to avoid doing the work she should actually be doing. She does not take the initiative to help her coworkers. I have to constantly remind her of what she should be doing. If I am away from the office Delana roams around and does not get work done. I get several complaints from coworkers that she does not do what I ask when I am out of the office.
• Scheduling Errors- Delana Sullivan still makes errors when scheduling and referring patients.
1. On 04/28/2017 Delana had a sleep apnea referral that needed to go to Dr. Mendez. Dr. Mendez is a part of our practice and has access to our records. Delana put the referral in her buckets to wait on the notes to be ready to send to Dr. Mendez. This delayed the patient getting an appointment scheduled.
2. On 04/26/2017 Delana asked if she needed to call Eris (who works with the Heart Group) to follow up on an Ambulatory EEG order. Ambulatory EEGs always go to the same place, Neurotech.
3. On 04/26/2017 Delana scheduled a Dr. Parker patient with Dr. Vanderkolk at Lennox Village. She was able to cancel the patient that was scheduled incorrectly but does not know who she was trying to schedule.
4. On 04/26/2017 Delana scheduled a 30 minute EMG in a 15 minute time slot. This caused Dr. Parker to be double

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