Evaluations Management

							E*Value & E*gme Functionality List


     Evaluations Management


     Procedure & Diagnosis (PxDx) Management


     Duty Hours & Educator Hours Management


     Psychiatry Clinical Log


     Conferences


     Curriculum & Document Management


     Scheduling


     Biographic Database


     E*gme Finance Solution


     Other E*Value Features


     More E*Value Reporting

     o   Unit-Level Reports

     o   Offline Reports & Data Exports

     o   Educator Reports
Evaluations Management
Manage Evaluations & Generate Performance Reports of People, Sites, and Activities

    •   Evaluation Types – Choose from Trainee, Educator, Staff, Patient, Peer-to-Peer, Alumni, Activity/Rotation, Site,
        Competency, 360-degree, Conference, Mini CEX, Hallway Interaction, Praise Cards, Concern Cards, Performance
        Snapshots, and nearly 500 other evaluation types
    •   Completed Evaluations – Review a permanent record of all evaluations completed
    •   On-the-Fly Evaluations – Make impromptu evaluations available to users at all time

    •   Creation – Create your own, or have AI create your evaluation forms
    •   Question Formats – Choose scale, radial buttons, text entry, drop-down, check box, layered, etc.
    •   Questions Types – Make questions mandatory, not-mandatory, or confidential
    •   Question Groups – Define question groups to address core competencies and objectives
    •   Photographs – See an image of the person you are about to evaluate at the top of form
    •   Survey Set-up – Store, manage, and retrieve all evaluations that have been built for program
    •   Reciprocity Rules – Help prevent retaliation or “payback” evaluation reviews by blocking data
    •   Review/Release – Review completed evals for appropriateness, act as a gatekeeper
    •   Error Checking – Red flag notices for missing required data, and spell check option
    •   Low Score Notification – Receive automatic notifications of low scores being given
    •   Oldest Evaluations First – Require evaluators to complete oldest evals first to boost compliance
    •   Suspend Evaluations – Suspend evaluations if they were mis-assigned, auto-notify administrator
    •   Evaluation Sign-Off – Trainees can document level of agreement w/ evals, provide comments
    •   Notifications – Users receive auto-generated emails notifying them of eval release
    •   Auto-login – Email notifications contain auto-login URL links to E*Value
    •   Save for Later – Users can save incomplete evaluations and finish them later
    •   Auto-save – E*Value saves evaluation information automatically, even if computer is shut down
    •   Auto-scroll – Review forms more efficiently by turning on the auto-scroll feature
    •   Reminders – Non-compliant trainees can receive auto-email reminders of increasing urgency
    •   Printing – Print button found within evaluation forms for creation of auto-formatted paper copies
    •   Enter Eval Answers - Administrators can use this tool to review and complete open evaluations for participants in
        their program.

    •   Compliance Reports – Monitor eval completion rates by program, user, rank, time-frame, etc.
    •   Performance Reports – Track performance of Trainee, Educator, Activity, Site, or Groups
    •   Comments Reports – Review comments about Trainee, Educator, Activity, Site, or Groups
    •   Scores Reports – Review scores about Trainee, Educator, Activity, Site, or Groups
    •   Question Group Reports – Track trainee progress toward ACGME core competencies
    •   Time Trend Reports – Java-enabled plotted-points graph tracks performance over time
    •   Educator Bias – Determine educator reviewing biases & validity of scores given

    •   Notes – There are no additional fees or quantity limits for Advanced Informatics’ evaluation maintenance services
    •   Notes – Reports can be generated in HTML, Excel, and Word format




Procedure & Diagnosis (PxDx) Management
Track Patient Encounters on the Web or PDA with Program-Customized Fields and Reports

    •   Custom Fields – Designate any data entry field of your choice
    •   Custom Formatting – Format fields as drop down menus, radial buttons, or text entry
    •   Custom Data Sets – Import Procedure & Diagnosis lists, track ICD and CPT Codes
    •   Custom PxDx Groups – Find PxDx’s faster with structured hierarchy groupings, sort by ICD code
    •   PDA App (Palm & Windows) for Trainees – Log and review encounters, synch data to web
    •   PDA App (Palm & Windows) for Supervisors – Sign-off on trainee PxDx’s on-the-spot
    •   Email auto-notifications – Supervisors can receive automatic notices regarding encounters
    •   Passive Certification – Supervisors automatically notified when procedure has been completed
    •   Active Certification – Certify a procedure has been completed by a resident via PDA or web
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    •   Competency Certification – Complete an eval about how well the procedure was performed
    •   Procedure Order - Trainees log primary, secondary, tertiary and quaternary procedures on patient
    •   Operative Logs – Track specific requirements such as CPT codes or RRC groupings
    •   Procedure Privileges – Define and track unique trainee privileges for each trainee, procedure type
    •   PxDx Evaluations – Supervisors can complete periodic evaluations based on performance
    •   Review/Edit – Review or edit completed PxDx encounters
    •   Accepted / Rejected Status – Supervisors can accept or reject trainee completion of an encounter
    •   Printing – Print PxDx summary logs, patient logs & outcomes, or single encounter reviews

    •   Summary Reports – Customize PxDx benchmarks by user and monitor their progress
    •   Log Reports – View log of all patient encounters, filter the log contents by various criteria
    •   Custom Reports – Create custom report s in HTML or Excel showing only desired PxDx data
    •   Counts Report – Monitor count summaries of all procedures and diagnosis completed
    •   Report Filter Options – Customize reports by custom field, trainee, setting, time-frame, etc.

    •   Notes – PDA applications come standard with selection of E*Value



Duty Hours & Educator Hours Management
Log shifts of various types on the Web or PDA, monitor violations and statistics

    •   Monthly Hours Calendar – Quickly log shifts of various customized task types
    •   Default Settings – Save defaults by user of commonly worked shifts
    •   Shift Comments – Enter optional comments about each shift
    •   Educator Hours – Link education activities, lectures, and audience types to shifts
    •   PDA App (Palm & Windows) – Log hours on handheld in calendar or text view

    •   Edit Trainee & Educators Hours – View, log or edit hours for individuals
    •   Custom Activity & Task Types – Designate In-house, night float, call, vacation, or custom tasks
    •   Violation Red Flags – Trainees receive instant notification/ stop-check if logging a violation
    •   Duty Hours for GME – Hours can be fed to E*gme for GME reimbursement purposes

    •   Duty Hours Violations Reports – Identify and respond to trainees in violation
    •   Violations Rules Settings - Monitor compliance by ACGME, NY State rules
    •   ACGME Reports – Answers the 6 duty hours questions posed by ACGME part 7b (see notes below)
    •   Stats Reports – Manage hours & violations, notify trainees
    •   Compliance Report – Review number & percentage days logged over period of time, by trainee

    •   Notes – Part 7b of the Web Accreditation Data System asks for documentation on each trainee for: 1. Avg
        Hrs/Wk 2. Avg Days of In-house Call/Wk 3. Max continuous hrs/week; 4. How often resident worked 30+ hour
        shifts in last 28 days 5. How many off days in last 28 6. Avg hours per shift



Psychiatry Clinical Log
Track Axis I, II, III Diagnosis & Treatments on Web or PDA

    •   New Case Entry – Document patient details, settings, diagnosis & treatments
    •   View Cases by Criteria – View by patient, trainee, setting, supervisor, time frame or other
    •   PDA App (Palm & Windows)– Log diagnosis and treatments on-the-spot

    •   Custom Data Sets – Import diagnosis & treatment lists, create groups
    •   Axis I, II, III Groupings – Add multiple diagnosis’ in a single encounter
    •   Add/Edit Treatments – Add or edit customized treatment types and frequencies

    •   Clinical Log Report – Review clinical log of all encounters by individual or group
    •   Clinical Log Summary – Filter and review counts of all completed diagnosis & treatments


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Conferences
Manage Events, Attendance & Learning Objectives on Web or PDA

    •   Conference Summary – View past & upcoming conferences, handouts & docs, attendance
    •   Conference Calendar – All assigned events are posted on user calendar
    •   Custom Conferences – Customize and schedule conferences for GME or CME types
    •   CME Credits – Link a count of CME credits to conferences, track over time
    •   Attach Documents - Attach documents and weblinks to conference descriptions on calendar
    •   PDA App (Palm & Windows) for Attendance – Sign-off on trainee attendance on-the-spot

    •   Conference Types - Set basic info such as presenters, & link evals for auto-generation after event
    •   Conference Categories – Create conference categories, link to educational competencies
    •   Conference Details – Track CME credits offered, attach notes or website links
    •   Conference Reminders – Set automatic email reminders to presenters
    •   Attendance Status Change Request – Petition attendance status from past events
    •   Schedule – Schedule conferences, select attendees, clone from existing, send notifications
    •   Link Activities – Automatically schedule conferences when trainee activities are set
    •   Manage Attendee – Review and update all attendance status by % or CME credit for all users
    •   Sign-in Sheets – Access printer-friendly sign-in sheets for each conference

    •   Attendance Reports – Track attendance by conference, trainee, setting, time-frame, etc
    •   User Notification – Email non-compliant trainees directly from attendance report

    •   Notes – Virtually all handheld PDA devices come with a built-in scheduling application, making it possible to store
        the same documents on E*Value and PDA



Curriculum & Document Management
Store and Manage all Program Documents on the Web with E*Value

    •   Document Storage – Store all docs (Word, Excel, PPT, etc) at central point on web
    •   Custom Homepage Docs – Place important curriculum docs on top of the trainee homepage

    •   Upload – Upload documents, store in group of your choice
    •   Index – Re-index your documents after they’ve been put into storage
    •   Search – Search by document grouping or file name
    •   Curriculum Evaluation Link – Link docs to evals for review during eval completion
    •   Automatic Notification – Automatically send curriculum docs at the beginning of course
    •   Document Distribution – Email curriculum docs as attachment or as a link into E*Value
    •   Document to Rotation Link – Link docs to specific courses for auto-distribution
    •   Curriculum Review Tracking – Track when users receive or download curriculum docs

    •   Notes – Virtually all handheld PDA devices come with a built-in document storage application, making it possible to
        store the same documents on E*Value and PDA


Scheduling
Create Rotation Schedules, Manage by User or Activity

    •   Scheduling – automatically generate the release of evaluations based on schedule
    •   Block Scheduling – Schedule individuals for block rotations
    •   Shift Scheduling – Schedule shifts, clinics, call, vacations, and other activities
    •   Team Scheduling – Assign individuals to teams within a rotation for greater flexibility
    •   I/O Scheduling Report – Track inbound and outbound rotators
    •   Default Educator Scheduling – Link educators to rotations for automatic scheduling
    •   Group Scheduling – Schedule groups of people with one click
    •   Amion/ OnCall Schedule Import – Link E*Value to your existing shift scheduler
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    •   Multiple Views – View color-coded schedules per person, activity, and rank
    •   Activity Coordinators – Limit the scheduling abilities of users to only relevant activities
    •   Schedule Downloads – Download schedules into Excel files for further management
    •   Aged Evaluations – Review evals suspended by trainee, accept or reject suspension



Biographic Database
Manage All Biographic Information on Trainees, Educators, Staff and Alumni

    •   Bio Info – Track Name, Photo, SSN, visa status, citizenship, credentials, immunizations, etc.
    •   Roles, Groups and Specialties – Define the users’ program roles and E*Value viewing privileges
    •   Training and Education – Track CV history, training locations, Medicare eligibility
    •   ECFMG Certification – Track certification issue & validity dates, set expiration auto-reminders
    •   Contact and Address – Manage personal and organizational contact information
    •   Custom Fields – Create up to 250 custom fields, incl. exam scores, insurance.
    •   Export to Excel – Export bio data and data collected in the custom fields, export to Excel in custom format
    •   Auto-reminders – Manage and set reminders for licensure expirations, ACLS & certifications
    •   Auto-promotion – Set dates and auto-promotion of trainee rank on dates of your choice
    •   Contract In & Out Dates – Set dates for incoming and outbound contracts, self-assessments
    •   Stipends & Benefits – Track stipends, bonuses, grant funding, waivers, insurance costs, etc.



E*gme Finance Solution
Seamlessly Integrates with E*Value to Optimize Reimbursement, and Manage IRIS v3, FTE Counts

    •   Audit Summary – Review all missing or inaccurate data, be alerted of potential audit exposure
    •   Financial Impact Summary – Calculate stipends, bonuses, grant funding, waivers, insurance, etc.
    •   Affiliation Agreement Planning – Manage affiliate agreements, determine economic impact
    •   Rotation & FTE Count Reports – Show FTE’s by program, weighted and unweighted counts
    •   IRIS v3 Reports – Create IRIS assignment and master files while meeting all requirements
    •   Reimbursement Management by Site & Institution – Manage finance at macro or micro levels

    •   Electronic CV’s – Track training days totals with curriculum vitae
    •   IRP Overrides – Manage initial residency periods by individual
    •   Education Gap Checking – Maximize reimbursement by checking for gaps in education history
    •   Schedule Gap Checking – Ensure scheduling hours are not missing
    •   Input Error Checking – Automatically check for typos, name misspellings
    •   ECFMG Date/ Number Check – Verify certification dates
    •   Locations & Hours – Assign locations and hours to rotations
    •   Inbound/Outbound Rotators – Calculate and delineate
    •   Create & Preview IRIS File Online – Preview IRIS report before creating disc

    •   Individual Summary Report – Review financial impact of single individuals
    •   View or Modify Archived Reports – DIO’s can manage and modify reports

    •   Notes – Organizations that use E*gme usually qualify for reduced institutional rate



Other E*Value Features
Work More Efficiently with the Following E*Value Tools

    •   Custom Homepages – Create program-wide notifications, documents, or weblinks for program
    •   Password Login Change – Change you login and password information
    •   Request Password or Login – Enter your email address to receive login info
    •   Auto-login – Login to E*Value directly from your email notifications with the auto-login URL
    •   My Calendar / Program Calendar – Toggle between personal and program calendar

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  •   Program Events Reminders – Set email automatic reminders for events and manage related documents
  •   Auto-promotion – Set dates for users that will auto-promote trainees from one year to the next
  •   Mailing Labels – Merge user contact info into various mailing label templates for easy printing
  •   User-Data Downloads – Request downloads of all information every collected on each user
  •   Post Office – Use this internal email engine to send emails, attach docs with E*Value
  •   Help Menu – Access Advanced Informatics, FAQs, user manuals and Flash tutorials in moments
  •   Wireless Evaluations – Complete evaluations on PDA via your wireless network
  •   Link E*Value to Program Website – Access your program website with a single click from within E*Value
  •   Systems Handshake – Talk to our IT Staff to bridge the gap between E*Value and in-house systems



More E*Value Reporting

  Unit-Level Reports
  Cross-Compare Institutions, Residencies, Clerkships, Activities and People at GME, Deans Office or Program
  Level

  •   Program Selection Menu – Login to the residency or specialty E*Value site of your choice
  •   GME-level Macro Mgmt – Performance outcomes by institution or program
  •   Program-level Micro Mgmt – Performance by user, activity, people group, time frame
  •   Cross-comparison – Compare performance between programs, activities, people groups, and time frames
  •   Viewing Privileges – Customize viewing privileges by individual throughout entire organization


  Offline Reports & Data Exports
  Request Useful Reports, User-Data Downloads & Education History Exports

  •   ADRDS Catalog – Request detailed trainee, educator, activity reports anytime
  •   Data Exporting – Request program “data dumps” whenever they are desired
  •   Education History Exports – Provide trainees a permanent record of CV, training & experiences

  •   Notes- No additional fees for standard Offline Reports or data exporting services

  Educator Reports
  Track Educator Hours, CME Credits, and Performance

  •   Educator Hours – Track hours worked by educator, task, and activity
  •   CME Credits – Link CME credits to educators conferences, lectures
  •   Educator Rankings – Compare and rank educators by performance data

  •   Notes – The above educator reports are in addition to the standard performance reports described in the
      evaluations management section of this overview
  •   Notes – No additional fees for standard educator management




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