Treatment & Planning Notes Continuing Education and Implementation

Maggie designed and delivered a collaborative faculty development course on treatment & planning notes for 3 continuing education credits. In Fall 2024, we met weekly for 5 weeks and addressed 2 objectives at a time. Upon completion, the faculty created a revised T&P Template 1224. Portions of the template have already been implemented, and the remaining components will be incorporated into our 2025-26 clinic software update. Clinic coordinators have continued to use the T&P Peer Review Tool in faculty calibration sessions this Spring.

  1. The training objectives were to describe the legal, educational, and practical implications of T&P documentation at JCCC.
  2. List the components of JCCC T&P documentation.
  3. Analyze T&P documentation for errors according to specifications in the JCCC Clinical Manual.
  4. List common documentation errors.
  5. Apply clinic evaluation criteria to evaluate T&P documentation.
  6. Complete evaluation procedures.
  7. Discuss strategies for effective chairside formative feedback on documentation.
  8. Discuss strategies for consistent summative feedback on documentation.
  9. Create recommendations for the clinic evaluation procedures and documentation specifications.
  10. Create a team norm for communication about documentation.

mind map

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