Health-Chex: Quality Driven. Outcomes Focused.
Resources
Free tools and worksheets from our client engagements. Plus a monthly newsletter on healthcare systems, processes, and training that work for the people using them.
Get every worksheet before it appears here.
Checkpoint is our monthly newsletter. One emailed issue each month, rotating through our three practice areas — Consulting & Training, Clinical Informatics, and Quality & Safety. Our subscribers get each new worksheet two days early.
One email a month. Unsubscribe any time.
Tools and Worksheets
Free to download, with no form to fill in. Each one comes out of an issue of
Checkpoint, where the thinking behind it is explained in full.
Training Needs Assessment
A two-page worksheet for scoping training before a go-live. One page per role, the tasks that role must be able to do, the data they’ll practice on, and an observable check someone could watch and fail — plus a worked example filled in.
Go-Live Readiness Criteria
A worksheet for the go/no-go meeting. One row per function: the claim that must be true before go-live, the evidence behind it, and the person who verifies it — each written so it can actually fail. Plus the three weights that separate blockers from the fix list, and a worked example filled in.
Workflow Observation Guide
How to run an observation pass — what to set up, what to log, the four things worth counting, and the five questions for the debrief. Published with Issue 03 on 10 November.
If a worksheet isn't enough, that's usually where we come in
These tools come out of real engagements. When the problem is bigger than a worksheet, Health-Chex works alongside your team across three practices:
Consulting & Training — project management, organizational readiness, and role-based curriculum you own and can update after we leave.
Clinical Informatics — workflow analysis, solution validation, and clinician-centered governance for the systems your teams work in.
Quality & Safety — NCQA accreditation readiness, clinical safety checks, and Safety Checks in-home assessments for older adults.
Tell us what isn't landing and we'll tell you which of the three it belongs to — and whether it's something you can fix without hiring anyone. Call 980-284-3500.
Ready to have a trusted advisor on your side?
Whether you need strategic Consulting, expert HIT Training, or robust Quality and Safety programs, Health-Chex delivers.