Module 7: Troubleshooting Your Automatic Referral System
Video: Troubleshooting Your Automatic Referral System (1:00:27)
Slides: Troubleshooting Your Automatic Referral System (PDF, 1.3 MB)
This module builds upon Module 5 which discussed how to build an automatic referral (AR) order set. Expert speakers will cover areas such as how to test the AR order set, prepare for go-live, and developing a data and monitoring plan.
Topics covered in this module include:
- Automatic referral testing.
- Staff training.
- Roll-out and reinforcement of automatic referral.
- Evaluation and improvement of automatic referral.
- Extending and spreading automatic referral use.
Suggested Audience
The target audiences for this session include:
- The CR QI team
- IT team
- Representatives of QI and data analytics teams
- Non-team cardiac clinicians
- Discharge planners
- Care coordinators
- Hospital leadership
It is important to note that the audiences listed above are a suggestion rather than a limitation. All are welcome to watch and review the module.
Learning Objectives
Upon completion of this module, attendees should be able to:
- Complete testing the AR order set in the EMR.
- Communicate, educate and support go-live.
- Develop a data and feedback monitoring plan
- Troubleshoot common problems that may arise
Speaker Bios

University of Vermont Medical Center

Santa Barbara County Health Department
Provide feedback on this training module at TAKEheart@abtassoc.com.
Related Resources
American Association of Cardiovascular and Pulmonary Rehabilitation. . Accessed September 29, 2021.
American Association of Cardiovascular and Pulmonary Rehabilitation. . Accessed September 29, 2021.
American College of Cardiology. . Accessed September 29, 2021.
. Accessed September 29, 2021.
Health Data Storytelling. . Accessed September 29, 2021.
HIMSS. . Accessed September 29, 2021.
Million Hearts. . Accessed September 29, 2021.
Million Hearts. . Accessed September 29, 2021.
Million Hearts. . Accessed September 29, 2021.
PMC. . Accessed September 29, 2021.
Washington & Idaho Regional Extension Center. . Accessed September 29, 2021.