LEADERSHIP PROJECT:Clinical Trial Patient/Financial

Tracking Tool

Ray Robles, MBA, CCRPResearch Grant SpecialistDepartment of SurgeryCedars-Sinai Medical Center

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Project Overview

Objective: Develop a uniform patient/financial tracking tool in an effort to improve the efficiency and financial accountability across the Medical Center. This process is incorporating the five practices of successful leadership as outlined by Kouzes & Posner in The Leadership Challenge.

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Leadership Plan

I. Assessment of current process in key departments. (June 2012)a) Identify how subjects are currently being tracked through the studyb) Identify how these departments are managing their receivables

II. Implement a standardized tracking system. (August 2012)a) Create a standardized tracking template b) Test template with key Departments

III. Template Roll-out. (October 2012)a) Implement suggested changes to template after initial test period b) Roll-out template to all other Departments

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Current Tools• Began identifying how Departments are currently tracking participants in

clinical trials. • Due to the diversity in support, and the experience in each Department,

there have been many tools developed. The next slides show several examples.

Current Tools

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Current Tools

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5 Practices of Successful Leaders

Model the WayInspire a Shared VisionChallenge the ProcessEnable Others to ActEncourage the Heart

Kouzes and Posner, 2011

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Model the WayLead by Example

Take the initiativeVolunteer to take the lead

Inspire a Shared VisionDevelop a PlanRecruit VolunteersGenerate Enthusiasm

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Challenge the ProcessDare to Take a ChanceChallenge YourselfChallenge the Established Process

Enable Others to ActDevelop a PlanForm a CommitteeSeek Feedback

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Encourage the HeartAllow Others to be Invested

Generate a sense of ownership

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ResultsTest the ToolDevelop Work InstructionsPlan a Rollout ProcessEncourage Feedback

Implement suggestions for improvement

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Mahalo!Ray Robles, MBA, CCRPResearch Grant SpecialistDepartment of SurgeryCedars-Sinai Medical Centerray.robles@cshs.org