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IHP 630 Module Eight Activity SBAR Analysis Guidelines and Rubric

Overview

In this module, you learned how tools and technology can help with the documentation process. They make regulatory compliance and audits easier for healthcare organizations.

This activity will help you assess how technology supports regulatory compliance in healthcare. It also enables you to explain how electronic documentation systems support billing and

payment reimbursement.

Scenario

You are the manager of the coding department for a healthcare organization and have found a coding error while doing a preliminary compliance audit of claims submission to Medicare. You

found that the physician has entered incorrect procedure codes on encounter forms and found similar errors on other supporting documentation, such as patient visit summaries, electronic

medical records, etc., for the last quarter. You also notice that the documentation and coding policies and procedures have not been updated in three years. You need to examine the situation

and recommend actions to mitigate the error.

Directions

Create a situation, background, assessment, recommendation (SBAR) analysis using the template provided to assess the documentation and coding scenario and recommend ways to rectify

the situation. Explain the situation in detail, followed by background information. Include any assumptions you are making about the situation. Then explain the immediate assessment and

recommendations you have for your supervisor.

You may want to review the resources in this module to refresh your knowledge of how to create an SBAR analysis. If you need writing support, access the Online Writing Center through the

Academic Support module of your course.

Speci�cally, you must address the following rubric criteria:

1. Situation: Analyze the situation for elements of concern relating to compliance and �nancial reimbursement. Consider the following questions to guide your response:

What is the problem, and how or where did it begin?

How severe is the problem as it relates to organizational risk and �nancial performance?

2. Background: Explain the essential information related to the compliance and reimbursement situation. Consider the following questions to guide your response:

What is the current status of the situation?

Who should receive communication about the problem?

3. Assessment: Assess the concerns adequately based on the situation and the background information. Consider the following questions to guide your response:

What is your understanding of the situation, and why must it be addressed immediately?

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What are your assumptions about the root cause of the problem?

4. Recommendation: Recommend at least two ways to resolve the problem based on the situation, background, and your assessment. Consider the following questions to guide your

response:

How would you educate the physician and other providers using evidence-based research and guidelines?

How would you deliver your recommendation in various learning environments?

All the claims in your deliverable should be evidence based. Your citations should be from your independent search for evidence (not from the textbook or module resources) of credible

sources and be current within the last �ve years. You are required to cite a minimum of two sources. Refer to the IHP 630 Library Guide located in the Start Here section of the course for

additional support.

What to Submit

Submit your completed SBAR Analysis template as a 1- to 2-page Microsoft Word document with double spacing, 12-point Times New Roman font, and one-inch margins. Sources should be

cited according to APA style.

Supporting Materials

The following resource supports your work on the activity:

Template: Module Eight Activity: SBAR Analysis

Use this document to complete this activity.

Module Eight Activity SBAR Analysis Rubric

Criteria Exemplary (100%) Pro�cient (90%) Needs Improvement (70%) Not Evident (0%) Value

Situation Exceeds pro�ciency in an

exceptionally clear and

insightful manner, using

industry-speci�c language

Analyzes the situation for

elements of concern relating to

compliance and �nancial

reimbursement

Shows progress toward

pro�ciency, but with errors or

omissions

Does not attempt criterion 15

Background Exceeds pro�ciency in an

exceptionally clear and

insightful manner, using

industry-speci�c language

Explains the essential

information related to the

compliance and reimbursement

situation

Shows progress toward

pro�ciency, but with errors or

omissions

Does not attempt criterion 20

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Criteria Exemplary (100%) Pro�cient (90%) Needs Improvement (70%) Not Evident (0%) Value

Assessment Exceeds pro�ciency in an

exceptionally clear and

insightful manner, using

industry-speci�c language

Assesses the concerns

adequately based on the

situation and the background

information

Shows progress toward

pro�ciency, but with errors or

omissions

Does not attempt criterion 20

Recommendation Exceeds pro�ciency in an

exceptionally clear and

insightful manner, using

industry-speci�c language

Recommends at least two ways

to resolve the problem based

on the situation, background,

and your assessment

Shows progress toward

pro�ciency, but with errors or

omissions

Does not attempt criterion 20

Articulation of Response Exceeds pro�ciency in an

exceptionally clear and

insightful manner

Clearly conveys meaning with

correct grammar, sentence

structure, and spelling,

demonstrating an

understanding of audience and

purpose

Shows progress toward

pro�ciency, but with errors in

grammar, sentence structure,

and spelling, negatively

impacting readability

Submission has critical errors in

grammar, sentence structure,

and spelling, preventing

understanding of ideas

10

Scholarly Sources Incorporates more than two

scholarly, current (within the

last �ve years) sources, or use

of sources is exceptionally

insightful

Incorporates two scholarly,

current (within the last �ve

years) sources that support

claims

Incorporates fewer than two

scholarly, current (within the

last �ve years) sources, or not

all sources support claims

Does not incorporate sources 10

APA Style Formats in-text citations and

reference list according to APA

style with no errors

Formats in-text citations and

reference list according to APA

style with fewer than �ve

errors

Formats in-text citations and

reference list according to APA

style with �ve or more errors

Does not format in-text

citations and reference list

according to APA style

5

Total: 100%

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