PDP Visit Report in QuickBase how-to

How do I view PDPprogram information in QuickBase?

1. Visit nva.QuickBase.com (Google Chrome recommended) and select Peer Development

Partners 2. From the dashboard, use the Search Peer Development Partner Roster feature to search for a specific PDP profile, click to view info., visits and survey data. Alternatively: Navigate to the specific PDP using the Roster button, ‘Roster by Division’ or ‘Complete List’ sections on the dashboard. 3. Select the drop down for detail you wish to view. • Home Hospital Info • PDP details: Email, Workshop year, Availability notes, Strengths • Visits – Initiated/Completed • Surveys 4. Click a line item on visits to view the visit report or surveys to view unique information.

Note: DLs will automatically receive a copy of each visit report via email for locations in their division upon submission by the PDP.

How to add/updatea PDPinthe QuickBaseApp.

DLTs and TMs can add new PDPs into the system and/or update information (including status). *TG will add all workshop attendees to the system. DLs will receive an email notification each time a PDP is added, or status is modified in the App.

TO ADD aPDPin QuickBase: 1. From the App Home page select the ‘Add Peer Development Partner’ button. 2. Enter in the required fields: • Peer Development Partner Name • Peer Development Partner Status – Active / Inactive / On-Hold • Home Hospital # 3. Enter any ‘Peer Development Partner Details’ available. 4. Select Save & Close when done. Hospital Name and Additional Home Hospital Information will automatically populate.

TO UPDATE/EDITPDP Info in QuickBase: 1. From the App Home page select the ‘Add Peer Development Partner Record’ button. 2. Click the ‘Edit’ button in the top right corner of the page. 3. Update any fields necessary. 4. Be sure to 'Save & Close' before leaving the page.

How to add a Visitin QuickBase

DLTs and TMs can add PDP visits. When a visit is added, email notifications are sent to: DL, TG, and PDP

TO ADD A VISIT: 1. Once a date for the visit is arranged between the PDP and supported HM select the “Log Visit” button from the QuickBase PDP Application Home Page Visits can also be logged directly from the PDP Roster profile or the ‘Visit’ tab at the top navigation bar.

Reminder: TG will help coordinate all new acquisition PDP visits. TG can assist with same store PDP visits or, the DLT is welcome to initiate and arrange. In the latter scenario, please log all visits in QuickBase to capture program metrics, kickoff the visit report, send notifications, and post-visit survey.

2. Enter in the required fields: • Visit Status • PDP Name (auto populated if adding from Roster profile) • Date of Visit • Support Hospital details *Be sure to enter the Supported Hospital Name & # *Important to enter Support HM Email so a post-visit survey is sent! 3. Select Save & Close when done. Hospital Name and Additional Home Hospital Information will automatically populate. 4. PDPs will receive the following notifications via email: • Visit added/scheduled—includes support hospital info, calendar invite and link to complete visit report • Reminder email 2 days prior to the visit (incl. same info. above)

Post-visit Survey: A survey will automatically be sent to the supported HM 1 day postvisit via email. Survey responses are collected via QuickBase and will populate in the PDP profile. TG will monitor responses.

Peer Development Partner Dashboard View

The dashboard is meant to provide an overview of key program information and quick links. The following information can be found on the dashboard: • Quick links • Roster Search for specific PDP • Visit Search • PDP Roster by Division • PDP Visits by PDP • Visit Calendar (all visits) • Latest Peer Development Partner newsletter

Additional App Notes: • DLs will receive weekly report of all visits scheduled for their division • PDPs do not have full database access • PDPs can only access the visit report via the emailed link; report is closed and they cannot view once submitted