Risk Management
Risk Management Essentials (RM-10)
BackUnderstanding the common legal pitfalls and risks that impact clinicians and health care organizations is essential to providing safe patient care. In the PBI Risk Management Essentials course, participants develop a deeper understanding of the potential risks clinicians face regarding ethics, communication, boundaries, documentation, and prescribing. Using the PBI Formula©, participants learn how to identify their risk factors and create a Personalized Protection Plan© of practical strategies and solutions to protect patients and their career.
The course is facilitated in an interactive group format and taught by one primary faculty member who reviews each participant’s pre-course assignment submissions.
Course Editions
Risk Management Essentials (RM-10)
- Pre-course assignments, 2 hours
- One-day virtual live course
Risk Management Essentials Extended Edition (RM-10EX)
- Pre-course assignments, 2 hours
- One-day virtual live course
- Post-course, weekly faculty-led group teleconference seminars (MAS), one hour for 12 weeks
Reasons for Referral
- Disorganized practice management (e.g., billing errors, inappropriate marketing, scheduling problems)
- Failure to obtain adequate informed consent
- Non-compliance with licensure requirements (e.g., continuing education requirements)
- Failure to adhere to basic rules or policies (e.g., masking, posting mandatory office signage)
- Inappropriate social media use
- Improper use of email or texting per HIPAA or PIPEDA
- Inappropriate or insensitive patient communication regarding apologies
- Other minor, less severe, or first-time infractions related to boundaries, ethics, communication, prescribing, or record-keeping
In addition to addressing the situations above, this course is appropriate for clinicians to attend for risk management education and preventive purposes.
Professions This Course Is Suitable For
The Risk Management Essentials course is multi-disciplinary and appropriate for all licensed clinicians and support staff, including but not limited to: physicians, nurses, dentists, veterinarians, chiropractors, physician assistants, mental health providers, physical therapists, acupuncturists, EMTs, pharmacists, midwives, optometrists, trainees/students, medical assistants, scribes, and office staff.
Learning Objectives
- Identify the legal pitfalls and practice shortcomings that increase regulatory and practice management risks and list the preventative measures that can be taken against them.
- Describe techniques for appropriately handling communications, both in person and via electronic communication channels, with colleagues, staff, patients and their families, private sector organizations, and governmental entities.
- Identify common ethical and boundary dilemmas and describe strategies and resources to prevent them, including appropriate patient forms, chaperones, parameters for networking, social media, and advertising, supervisory and delegation policies, informed consent policies, and patient termination policies.
- Identify the types of unprofessional conduct that pose risks to practice, including confidentiality violations, documentation concerns, prescribing problems, disruptive behaviors, substance abuse, and impairment.
- Apply the PBI Formula© and describe how to develop a Personalized Protection Plan for immediate implementation.
Accreditation
This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education through the joint providership of the University of California, Irvine School of Medicine and Professional Boundaries, Inc. The University of California, Irvine School of Medicine is accredited by the ACCME to provide continuing medical education for physicians.
The University of California, Irvine School of Medicine designates these live activities for a maximum of 22 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
FAQ
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