Submitting a Peer Review File

Peer review files can be submitted from the Icon Wall or from a file from another RL6 module. Once you have submitted a peer review file, you can continue to work on the file to enter patient, provider and reviewer information, add timeline events, create reviews, and send actions to the provider.

Prerequisites: You must have the 'File Entry' function enabled for your role.

To start a new peer review file, you can select the Peer Review form from the Icon Wall page:

1. On the Icon Wall page, locate and open the Peer Review form. A new file is displayed in the Peer Review page.
2. Note: You can also create a new file based on an existing file in another module. See Submitting a Peer Review from Another Module.
2. Complete all the required fields in the Preliminary Investigation tab. See Preliminary Investigation Tab Fields.
   If using the Peer Review Simple icon, only the Committee and Reason fields are required.
3. Note: These fields are only visible to committee members.
3. Click one of the following to submit the file.
   1. Submit – submits file. The Submit File dialog confirms the form submission with the new file number for your submission. Click OK. The dialog closes and the File Info Center is displayed.
   2. Submit & Manage – submits file and immediately opens the management form to allow you to start managing the file.

   See Managing a Submitted Peer Review File

Table 2-10: Preliminary Investigation Tab Fields

Field	Description
Case Number	Some organizations have their own numbering system that they would like to continue to use.
Review Type	Select a type for categorization purposes: Peer Review (1:1) – one provider is reviewed for their care of one patient. Focus Review (M:1) – evaluation of several patients that a physician has treated to get the picture of their performance. EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event. Review (1:M) – more than one provider is reviewed by examining the treatment provided to one patient. Other (M:M) – multiple events or situations are reviewed (e.g., evaluating five patients who complained of chest pain and the five providers who treated them).
Referral Sources	Click Add/Edit. Then, select the source(s) of the file submission (e.g., select Pharmacy if the pharmacy department has prompted or requested a peer review). Then, click OK.
Committee	Click Add/Edit. Then, select the group(s) that is responsible for managing the file and click OK. FilesThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases. can have more than one committee assigned to them. This field is mandatory.
Quality Concerns	Click Add/Edit. Then, select the area(s) of concern and click OK.
Reason for Peer Review	Enter the reason why the peer review file is being created. Note: Double-clicking the field will open the HTML editor where you can format or redact text, if this permission is enabled for your role.