Preparing For The Personalized Risk Assessment

Effective risk management is necessary to help physicians assess risks in their practices and reduce the chance of malpractice allegations.

Before Your Assessment

You have scheduled your onsite Personal Risk Assessment (PRA), now you and your office need to prepare for the PRA. You will need to have the following documentation ready for your onsite PRA:

  • Sample forms (new patient forms, templates, etc.)
  • Patient education materials
  • Marketing materials
  • Patient surveys
  • Pre- and post-op checklists
  • Tracking systems used for labs, diagnostics and/or referrals ordered
  • PA/NP practice guidelines, collaborative agreements and/or job descriptions
  • Data (per provider including PAs/NPs) regarding:
    • Office hours
    • Number of patients seen per day
    • Number of procedures performed in office per week
  • Office policy manual and policies addressing:
    • Termination of care
    • No shows/missed appointments
    • Prescription refills
    • Handling an in-office emergency
    • Handling of samples distributed and/or destoyed
    • Refusal of treatment
    • Patient confidentiality
    • Social media protocols
    • Online and email communication
    • Handling of patient complaints

During Your Assessment

"Okay, got it, what's next."  During your onsite PRA you can expect:

  • Random selection of 4–6 patient charts for each full-time physician provider in your practice.  Charts for PAs and NPs may be reviewed; however they do not qualify for PSIC premium discounts. Chart selection will most likely include:
    • Patients with complicated and/or multiple medical conditions
    • Non-compliant patients
    • Patients who miss multiple appointments
    • Surgical patients who presented for their first post-op appointment
    • Patients who have an abnormal test result
  • PRA timing: Complete documentation review will take approximately 30-60 minutes, per physician provider.
  • Preliminary findings are discussed and reviewed with the physician provider(s) and/or the practice office manager, after process completion.
  • Full report: Participating physician provider(s) will receive a written report via email outlining risk management recommendations and premium discount earned.

Recommendation To Ensure Success

PSIC practitoners have found the onsite PRA is most successful when a designated staff member (e.g.: office manager) and your clinical staff are available to participate in a 60 minute discussion about office protocols and the review of selected patient charts.

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