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Clinical Operations Policies, Guidelines & SOPS

A list of up-to-date clinical policies and standard operating procedures.

Documents are stored in the shared

clinical folder⁠

Published documents will be added to this team repository

This team repository is separated into three tables: PurposeMed, Frida and Freddie. Each table contains policies, guidelines and SOPs pertaining to that specific vertical.

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Legend

Main Heading

Highlight Colour

PurposeMed

Blue

Frida

Purple

Freddie

Green

Sub Heading

Information

General

All employees of PurposeMed

Clinical

All clinicians of PurposeMed

Admin

Administrative information

RN and NP Roles and Responsibilities

Information specific to the position of a RN and NP

Rx (treatments)

Prescription information

Province Specific

Provincial nuances and unique guidelines

Consult

Guidelines to refer to

Emoji/Icon

Topic of Policy/SOP/Guideline

💊

Medication

📋

General

🧑‍⚕️

Clinician

📱

In-app

💬

Slack

💻

Technology

All others correspond to unique respective topics

There are no rows in this table

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Table of Contents

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🗺️ Navigating this Page

🔍 Searching for content? - Use the Table of Contents above and click on the heading you would like to search through. It will take you to the heading on this notion page.

🤷‍♂️ What do the tables mean? - Each table contains clinical policies, guidelines & SOPS pertaining to the specific vertical in the heading.

🧐Can’t see the entire table? - Scroll to the left or right to see the rest of the table

🆔 What do the column titles in each table describe?

Name - document name

Type of Content - the type of document

Audience - the individuals that the document focuses on

About - a brief description of what the document is about

🤷‍♀️ What do the groupings and icons mean?

Use the legend to understand the meaning of each document

👥 Want to view the contents separated by type of content or their review date instead? - Locate the highlighted vertical title, and underneath there will be subheading tabs labelled: “Documents, Type of Content, Review Date”. Select any tab to view the contents of the table in that form.

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🔍 How to search for a document? - hover your cursor over the top right of any table and a magnifying glass will appear. Click the icon and search for what you are looking for.

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PurposeMed

PurposeMed Documents

PurposeMed Documents

Name

Type of Content

Audience

About

💉Anaphylaxis Protocol

SOP

This document is to provide direction on rapid management of any individual, patient or PurposeMed employee, with suspected anaphylaxis.

🚫Anti-Discrimination and Harassment

Policy

This document outlines PurposeMed’s commitments to its team members, partners, and patients, as well as our shared responsibility as a team for maintaining a safe and inclusive workplace.

📊Clinical Services Key Performance Indicators

Policy

This document describes how KPIs provide quantifiable metrics on various aspects of performance.

👥Code of Conduct

Policy

This document serves as a reference for all team members to understand the expectations and standards of behaviour we uphold as a team

🧑‍💻Consent and Meeting Prescribing Standards in Virtual Care

Clinical Guidelines

This document outlines the consent and meeting prescribing standards for clinicians when it comes to virtual care.

💸Cross-Licensing Reimbursement

Policy

This document provides guidance on the process and criteria for cross-licensure reimbursement.

💻Electronic Monitoring

Policy

This document provides clarity around our practices and procedures related to electronic monitoring of team members.

❗Escalation of Client with Suicidal Ideation

Policy

This document ensures the individual is safe and receives appropriate support.

💻Information Technology

Policy

This document ensures that we gather, store, and handle data fairly, transparently and with respect towards individuals

💼Outside Employment

Policy

This document outlines the conditions that must be met when holding outside employment.

🙍Patient Reassignment

Policy

This document outlines how patients are reassigned a clinician.

👷Patient Safety & Learning System

SOP

This document outlines the Patient Safety Learning System and its purpose for reporting and recording any incidents that potentially or actually impact patient safety.

🙍Patient Visit Process

Policy

This document guides PurposeMed team members on how to handle clinical appointments.

🔐Privacy

Policy

This document outlines PurposeMed Inc and their subsidiaries and affiliates commitment to ensuring the proper handling, protection, and disclosure of personal health information and personal information

🔐Privacy Breach Disclosure for Clinical Services

Policy

This document outlines how all staff members must be prepared to respond effectively to any privacy breaches, ensuring minimal impact and upholding our commitment to patient rights.

✈️Vacation

Policy

This page explains annual paid vacation entitlements, the vacation request process, and our shared expectations for how we use vacation time.

✈️Vacation & Wellness Clinical Services

Policy

This document outlines the procedures and expectations for requesting vacation and wellness time within the Clinical Services Team.

❤️‍🩹Wellness

Policy

This page provides information and our shared expectations on the use of wellness time.

📥Shared Admin Inbox

SOP

This document outlines the use of shared access to clinical inboxes.

📥RN Shared Tickler Inbox SOP

SOP

This document outlines RN/RPNs responsibility for completing any additional or atypical clinical administrative duties that do not require a prescribing license.

📱Secured Messaging

Info sheet

This info sheet outlines how to fill out and send a secure message.

📽️How to Navigate Through Notion

General Information

This loom video walks through the basic features of notion.

📽️How to use a Calendar in Notion

General Information

This loom video walks through how to use a calendar in notion.

📱Using Text Blaze for Macros

SOP

This document outlines the integration of Text Blaze and its purpose to optimize the process of transferring copy-and-paste macros by enabling users to effortlessly insert macros into the app interface.

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Frida

Frida Documents

Frida Documents

Name

Type of Content

Audience

About

💊Bridge Script Policy

Clinical GuidelinesPolicy

This document establishes guidelines for clinicians to provide long acting stimulant prescriptions to patients who have required their appointments to be rescheduled by Frida or have missed follow-up appointments.

💊Long Acting Stimulant (LAS) Titration Guide

Clinical Guidelines

This document is meant to act as a resource and standard for both patient and clinician-led titration of long-acting stimulant medications.

📋Blood Pressure Policy

SOP

This document outlines how to screen for patients requiring blood pressure monitoring, as well as ongoing assessment and escalation of abnormal blood pressure readings.

📋Conducting Video Appointments

Clinical GuidelinesGeneral InfoSOP

This document establishes a standardized process for conducting video patient appointments while prioritizing comfort and preferences within the Frida clinical team

📋Cx Request Chart

Info sheet

This info sheet outlines the process for various patient-related scenarios.

📋Diagnosis letter, Accommodation and Disability Forms Guideline

Policy

This document allows for efficiencies and consistent practice among all clinicians.

📋EMR Message Response

Policy

This document provides guidance for categorization of ticklers and expected response times.

📋Gold Standard Charting

Clinical GuidelinesPolicy

This document is a template for an ideal standard for all Frida patient charts.

📋High-Risk Status Procedure

SOP

This document aims to help clinicians identify patients screened as high-risk for ongoing Frida treatment and may be suitable for a diagnosis only.

📋Patient Booking Cheat Sheet

Policy

This document helps provide clarity and guidance to patient booking and rebooking.

📋Zendesk Marcros List

Clinical GuidelinesGeneral Info

This notion page provides messaging responses to various scenarios.

🧑‍⚕️NP Role & Responsibilities

Policy

This document outlines the duties and responsibilities that may be assigned to a NP working at Frida

🧑‍⚕️RN FLOAT SOP

SOP

This document outlines additional tasks outside of the typical RN role for a float RN or RN designated with float time.

🧑‍⚕️RN Form Appointments SOP

SOP

This document provides standardized steps for Accommodation Form Appointments conducted by RNs

🧑‍⚕️RN Role & Responsibilities

Policy

This document outlines the duties and responsibilities that may be assigned to the RN/RPN working at Frida.

Provincial Standards of Practice

Policy

This Standard of Practice ensures that clinicians provide high-quality services and meet the legal requirements set by the regulatory bodies in their province and patients that move from province to province that are actively served by Frida can continue receiving seamless care.

💬Frida Slack Channels for Clinicians

Info sheet

This info sheet outlines the different clinical slack channels and the workflows within them.

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Freddie

Freddie Documents

Freddie Documents

Name

Type of Content

Audience

About

💊Additional Treatments Pilot

Clinical GuidelinesSOP

This document outlines the planned addition of secondary treatment options that are inclusive to the patient’s overall lifestyle.

💊Async PrEP Clinical Guideline

Clinical GuidelinesSOP

This document aims to improve access and patient satisfaction through safely providing a “visit-less” option for PrEP delivery.

💊Calgary STI Program PrEP Referral Form

FormSOP

This document contains Calgary’s STI program PrEP referral form.

💊Doxy-PEP One-pager

Clinical Guidelines

This document provides a one-pager about Doxy-PEP for patients

💊Doxycycline STI prophylaxis

Clinical Guidelines

This document acts as guidance for prescribing Doxycycline Post-Exposure Prophylaxis (Doxy-PEP)

💊Immunization Quick Reference Guide

Clinical Guidelines

This document acts as a Freddie Immunization quick reference guide.

💊Initial PrEP Consult Reference Tool

Clinical Guidelines

This document acts as a resource for clinicians needing additional guidance related to consult language applicable to relevant PrEP consults.

💊Ontario STI Medical Directive

SOP

This document outlines Ontario STI identification and treatment directive.

💊Nursing PrEP Lab Review Protocol

SOP

This document outlines nursing PrEP lab review protocol.

💊Partial Initial Labs Workflow

Clinical Guidelines

This flow chart illustrates the routes of choice when partial initial labs are enacted.

💊PEP-In-Pocket (PIP)

Clinical Guidelines

This document provides guidelines surrounding PEP for Ontario clinicians

💊PrEP for Mature Minors

Clinical Guidelines

This document contains the medical director memo for prescribing PrEP for mature minors.

💊PrEP on Demand Guidelines

Clinical Guidelines

This document outlines the guidelines of PrEP on Demand.

💊PrEP on Demand SOP

SOP

This document provides guidance for Freddie RNs and NPs prescribing PrOD.

💊Juno Favorite Medications

Info sheet

This infosheet serves as a quick reference for clinicians regarding commonly used medications prescribed

💊Refill Prescription Guideline

Clinical GuidelinesSOP

This document aims to decrease the number of partial 30-day prescriptions as this can lead to patient barriers to access, increased clinical and pharmacy admin and create additional costs for the patient.

💊STI Management Guideline

Clinical Guidelines

This document contains a summary of each STI and its management.

💊STI Treatment Options by Province

General Info

This document outlines the Freddie STI treatment options by province.

💊Stopping Prep Guideline

Clinical Guidelines

This document addresses the action to be taken by the clinician when a patient wants to stop/pause their PrEP.

💊90 Day Initial Prescription Protocol PrEP

SOP

This document standardizes prescribing practices for initial PrEP patients new to Freddie across all provinces and guides clinical decision-making.

📋Cx Request Chart

Info sheet

This info sheet outlines the client experience support request.

📋EMR Charting Policy and Procedure

SOP

This document outlines the standard requirements for charting within the EMR utilized by Freddie clinical team members.

📋Gilead PAP

Clinical Guidelines

This document outlines the enrollment and refill procedure for the Gilead Patient Assistance Program (PAP) for Descovy.

📋Gold Standard Charting

SOP

This document provides the template for ideal charting standard for all Freddie patient charts.

📋Manitoba Telepractice Guideline

Clinical Guidelines

This document aims to share the regulatory framework that allows NPs to prescribe medications and order labs in Manitoba through telepractice without the need for provincial licensure.

📋Med Order Form General Starter Kit for New Clinics

Form

This document contains the Alberta Health Services STI medication request.

📋Ontario RN Step by Step Prescription faxing

Clinical GuidelinesSOP

This document outlines Ontario RN step-by-step Prescription Faxing.

📋Positive HIV algorithm

SOP

This document addresses the action to be taken by the RN and clinician when a positive HIV result has been identified.

📋Provincial Nuances - Alberta

SOP

This document breaks down the need-to-know nuances for Alberta.

📋Provincial Nuances - BC

SOP

This document breaks down the need-to-know nuances for BC.

📋Provincial Nuances - Ontario

SOP

This document breaks down the need-to-know nuances for Ontario.

📋Provincial Nuances - Saskatchewan

SOP

This document breaks down the need-to-know nuances for Saskatchewan.

📋Provincial Nuances - Manitoba

SOP

This document breaks down the need-to-know nuances for Manitoba.

📋RN Lab Req Creation

SOP

This document is intended to provide direction with inclusion and exclusion criteria to RNs on LR creation under the MRP name.

📋Same Day Appointments

SOP

This document outlines how patients can book same-day appointments within 30 minutes of appointment time.

📋Sending Lab req

Info sheet

This info sheet outlines how to send a lab requisition in the app.

📋Swab Test Program Guideline

Clinical Guidelines

This document describes regularly occurring operations to be carried out as outlined, ensuring efficiency and accuracy from our patient population/

📋Post Consult Form Resource Links

General Info

This document contains education resource links for patients

🧑‍⚕️Day in the life of a Freddie RN

SOP

This document describes what a typical day as a RN at Freddie would look like.

🧑‍⚕️NP Role & Responsibilities

Policy

This document outlines the duties and responsibilities that may be assigned to the NP working at Freddie.

🧑‍⚕️RN & NP Consult hours algorithm

SOP

This documents the flow of RN time off and depicts the clinical subgroups of each province.

🧑‍⚕️RN Roles & Responsibilities

PolicySOP

This document outlines the duties and responsibilities that may be assigned to the RN working at Freddie.

💬Freddie Slack Channels for Clinicians

Info sheet

This info sheet outlines the different clinical slack channels and the workflows within them.

📱In-App Secure Messaging

Info sheet

This info sheet outlines In-App secure messaging.

📱Send Rx in-App SOP

SOP

This document aims to have clinicians rend Rx messaging via App and delete Outbound Rx slack w/f.

📱Sending Rx in-App

Info sheet

This info sheet outlines how to send a Freddie prescription in the PurposeMed app.

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