Patient Audit - Assign an Event Summary

Assign a User to an Event Summary

Event summaries can be assigned to up to 10 ControlCheck users! Utilizing the Audit Table, assignees can filter by events assigned to them to focus their workflow. There are two ways to assign a user to an event summary. The first way involves selecting the blue Assign icon displayed to the right of a closed event summary card in the Audit table. 

Another option is to select the checkbox next to the desired event summary card which will trigger the Edit Event Summary panel as shown here. From the panel select the Assign tab and select the user you want to assign from the dropdown menu. 

After a user is assigned to a specific event summary, you will see the assignee's name highlighted in pink within a collapsed and open event summary card.

Assignment Email Notification

Once a user has been assigned an event, an email notification is sent from ControlCheck-notifications@bluesight.com.  

Unsubscribe from Assignment Emails

Step-by-Step Instructions:

1. Select the User Account icon. 
2. Click Account Settings in the dropdown menu.
3.  Locate the email subscription section. 
4. Toggle off the Assigned to an Event Summary option.
5. Click Save.

Workflow Examples

There are a couple of different scenarios and workflows this feature can support:

Scenario 1: A hospital has Nurse Managers who have access to ControlCheck but frequently need to be prompted by upper management and/or Pharmacy staff to log in to ControlCheck and address their department’s variances.

Workflow: This feature allows Pharmacy or Manager users to assign the Event Summary to the Nurse Manager, triggering an email notification to the Nurse Manager to let them know they have open variances to address.

Scenario 2: A hospital has a diversion committee or team of auditors that work in ControlCheck simultaneously and frequently overlaps work between auditors by mistake.

Workflow: This feature could allow the auditor to assign the Event Summary to themselves to take ownership of the variance and ensure auditors are not working on the same variances as others.

Scenario 3: A hospital has a workflow where they require Nurse Managers to leave a comment on an Open Event Summary, but the Nurse Manager cannot close the event summary. Once the Nurse Manager has left a comment on the event summary, the auditor has no visual indication that the comment by the Nurse Manager has happened because the notepad on the audit table turns blue once any comment is made.

Workflow: The auditor can assign the Event Summary to the Nurse Manager, then the Nurse Manager can leave their comment, and assign the Event Summary back to the auditor. Both users are notified of their assignments.