Client Intelligence Audit (CIA)
Audits, aligns, analyzes, and optimizes a facility’s data to help achieve nursing excellence and performance goals.
Conducted during the Assessment phase of an engagement with HealthLinx.
Clients know exactly where they stand, and more importantly, what might be standing in their way.
What does the Client Intelligence Audit do?
Establishes a baseline to optimize:
- Unit accuracy
- Vendor management
- Benchmarking
- Alignment of data with strategic goals
- Dissemination of actionable results
- Financial impact
The Benefits of the Client Intelligence Audit
- Completing the CIA up front gives saves the most time, money and frustration by eliminating re-work and last-minute work in the middle of, or at the finish line of your journey.
- Without the assurances of the CIA, data can be incomplete and may degrade the effectiveness of decision making and optimization.
- The CIA greatly enhances the suite of Feedback tools used throughout the journey.
This includes quarterly data and performance reports that support both monthly ANCC designation requirement efforts and overall performance improvement.
Audit
Formal review of organizational data components to confirm requirements are met for an excellence journey.
Then coupled with a comprehensive review of your data enterprise to move organization towards role model outcomes.
- Position Control
- Data Demographic Collection Tool (DDCT)
- RN Engagement Survey results
- Nurse Sensitive Indicator data (inpatient & ambulatory)
- Patient Satisfaction
- Unit-Level Dashboards
- Organizational Dashboards
Alignment
Comparing outcomes to goals. Assuring internal data supports excellence journey standards.
- Ensure all areas where nurses work have appropriate data being collected
- Reconcile position control with Data Demographic Collection Tool (DDCT)
- Verify all areas where nurses practice have been included in the RN Engagement Survey
- Validate that all areas where nurses practice are collecting and submitting NSI data to a national vendor
- Confirm that ambulatory NSIs are being submitted to an approved vendor
- Confrim monitoring of NSI results per the ANCC requirements
- Evaluate internal Patient Satisfaction goals and benchmarking to ensure compliance with ANCC data standards
- Determine if there are conflicts between KPIs monitored in Unit-Level dashboards and ANCC standard requirements
- Compare outcomes with internal goals and strategic imperatives
Analysis
Evaluation based on high-performance standards and requirements of a nursing excellence journey.
Analyze and monitor performance for the big three:
- RN Engagement
Each unit is analyzed to determine the best performing eligible peer group to use by category - Nurse Sensitive Indicators (NSIs)
Each unit is analyzed to determine the best performing eligible peer group to use by indicator - Patient Satisfaction (Inpatient & Ambulatory)
Each unit is analyzed to determine the best performing eligible peer group and question to use by category
Review (and educate as needed) minimum requirement standards for RN Engagment, NSIs, and Patient Satisfaction (inpatient and ambulatory).
Client Intelligence Audit
Audit, Align, & Analyze for Accuracy to Optimize:
- Unit accuracy
- Vendor management
- Benchmarking
- Alignment of data with strategic goals
- Dissemination of actionable results
- Financial impact
Sets the stage, prevents re-work, rushed work, last-minute work, and optimizes your journey’s potential.
Nursing Excellence Assessment & Plan
Assess & Plan for:
- Strategic Alignment and Penetration of Strategic Imperatives
- Leadership Effectiveness
- Magnet KPIs
- Positive Financial Impact
- Framework Risks
- Enculturation of Foundational Structures and Processes
- Project Timeline
- Submission & Designation
Nursing Excellence Project Management
Q1, Q2, Q3, and so on… :
- CNO & MPD Meeting
- Magnet Project Status Report
- Plan for Excellence
- Unit-Level Summary of Outcomes
- CNO Executive Meeting
- Transformational Plan of Change
- Performance Table

