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Overview of Weekly TS Duties

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This is a general overview of the week for the Head TS.

Begin your review of the patient list and start preparing your sign-in. The Chief TS will provide you with a template for sign-ins as a Google Doc that you start filling in.
CC senior sign-ins for their patients are due by midnight. Review them and provide feedback.
If they are late, email a reminder to the senior with Chief TS CC:ed.
Read about the full scope of pre-clinic duties on this page.

Have the non-CC sign-ins (including Labs Only and Quick Visits) completed by 11:59 PM.
Communicate any scheduling changes or messages to pass along to patients to the CMs.
Note any outstanding referrals and reach out to referrals chair with questions for follow-up

Continue to communicate with CMs to ensure that all appointment slots are filled/confirmed. This may not be finalized until later in the week.
Communicate with student recruitment chair to ensure that enough seniors will be in clinic. This may not be finalized until later in the week.
Make a list of at least 5 possible patients to pull up in case of last minute cancellations. Review future weeks' schedules for patients who can be pulled up to fill empty appointment slots. Do not pull up CC patients unless cleared by the CC senior.

You will be "on call" from the Wednesday before your shift to the Wednesday after your shift. During this time you will triage and respond to all clinical calls that occur.
Prepare a 20 minute didactic. By 5 PM, email an outline of your planned didactic to Dr. Soriano and the Chief TS.
You will receive a hand-off from the prior head TS of any ongoing issues to follow.
Continue to coordinate with CMs/student recruitment chair as needed

If ACT has emailed you, review and answer any questions regarding patients to be seen
Finalize the sign-ins

You'll follow these instructions this day.

Much more detailed instructions are found here, but the outline is below:

List all new ACT referrals on the ACT Referrals Spreadsheet under the TS Referral request tab to notify everyone that this has been done and ensure all ancillary clinic referrals were submitted by SCes into the ancillary clinic referral spreadsheet. If the SC did not submit their referral, you can use the forms linked from the respective ancillary clinic EHHapp pages.
Confirm that all prescribed medications are on formulary
Sign out any PDAP-related matters to Pharm Chair
By noon: Review all labs and write result notes
By noon: Complete all TS notes
Confirm that ALL patients have return appointments scheduled by providing your recommendations directly on the "Follow-Up" tab of the Call Sheet of the week. Please complete this by 11:59PM so the CMs can start reaching out the next day to patients and ensure no one is lost to follow-up.
Consider emailing CC seniors who didn't see their CC patients a brief sign out with reminder to follow up lab results and scheduling matters with the patient
Email Chief TS with any potential CC patients, City Health Works referrals, other issues
Contact Dr. Meah and Chief TS for any complicated patients or plans that need to be changed after clinic
Fix or follow-up anything done in clinic as needed

Add an addendum to any of the TS Plan of Care notes that have changed by 11:59 PM

Sign-out ("hand off") any outstanding issues to the next Head TS with Chief TS CC'ed
Outstanding issues include: reviewing pending lab results with a patient (e.g. pap smear, urine G/C that take longer to result, or if a patient has been unreachable Sun–Wed) or re-assessing a patient's pain/symptoms (either from clinic on Saturday or following up from a patient phone call).
Hand-offs should always include a detail plan (e.g.: if headache persists and is severe despite NSAIDs, consider sending to ED for imaging and further evaluation)
Remember: CC seniors are responsible for follow up of their patients (labs, imaging, scheduling), so focus of handoff should be of non-chronic care patients (unless a CC patient is unstable)
Finished with "on-call" duties