Stop 6 of 7 · Later
Protocols and templates for committee
The rehab plan template, the marked draft protocol and the one page memo, with every clinical number left blank for the people who decide.
A draft is not a decision
The pulmonary rehab plan template landed on Rana because she runs the group twice a week. The draft protocol landed on her because she was the one who brought the guideline to the meeting. Both are committee documents. A committee, with medical direction, decides what this department does. What Claude produces is the draft, the change list and the memo that let a committee decide in one sitting instead of three.
Say the split out loud once and it stops being tempting. Claude formats, compares and drafts. People with scope, licence and accountability decide. Every clinical number in a draft stays blank until one of those people puts a value in it.
The rehab plan template
A template is a form with blanks, not a plan. It carries the fields, the units, the sign-off boxes and the review dates. It carries no values, because the values come from an assessment with a person present, and that assessment never enters a chat.
Build a blank pulmonary rehabilitation plan template for our department, as a document a therapist fills in with a participant in front of them. Fields only: no clinical values and no example values anywhere, so leave every number, target and threshold as an empty box. Include baseline assessment fields, goals in the participant's own words, session structure, the education topics covered with a tick and a date, the reassessment points, and a sign-off block with therapist, date and physician review. Put a version number and a review date in the footer. Where a field has a standard unit, print the unit next to the empty box.
The marked draft
I have attached two documents: a clinical practice guideline I downloaded from the society that publishes it, and our current unit protocol. Draft the revised protocol section on [name the section]. For every line, give me the guideline page it comes from and mark it as matches current policy, changes current policy, or not addressed by the guideline. Leave every threshold, dose, frequency and time as a blank in square brackets for the committee to set, even where the guideline states one, and list those blanks at the end with the guideline page beside each. Finish with the open questions a committee has to answer before this can be adopted.
The memo
Here is the marked draft: [paste the draft]. Write the one page memo that goes out with it. Sections: what is being proposed in three sentences, what it is based on with the document title and version year, what changes for a therapist at the bedside, what it would cost in training time and equipment, what the committee has to decide, and what happens if we do nothing. Neutral, no advocacy, no adjectives. Put the decisions the committee owns in a numbered list at the end.
| The question | Who answers it |
|---|---|
| Any threshold, dose or frequency | The committee, with medical direction |
| Who may initiate or discontinue | Scope of practice and department policy |
| Whether the unit can staff it | The manager and the schedule |