Running head: INSTRUCTIONAL MATERIAL OVERVIEW

Capstone Project- Week Four

By Lynda S Strickland
EIDT 4001-1, Walden University
Professor Susan Schnorr
August 06, 2015

INSTRUCTIONAL MATERIAL OVERVIEW

Instructional Materials Overview

BeaconLBS as administrators for United Healthcares Laboratory Benefit Management
Program have created a retrospective advanced notification add-in system as a solution to a 48%
overall compliance by providers. Discussions are underway to release the retrospective system
known as PDS-Q to specific providers. A training need is required to address a large volume of
users in an efficient and explanatory manner through email communication.
The instructional materials being developed for the BeaconLBS PDS-Q learners will be a
blended learning system which includes Self-Instruction and Technology-Based Training. The
learning materials will include a User Guide which will be screen shots and explanations for
each step and learning objective. In creating the User Guide the process will assist in creating the
the structure for the video tutorial. Learners will be able to choose their method of learning
whether they are audio, visual, or tactile. The video demonstration will provide a clear simulated
live experience while the User Guide can be used as a resource for application. The video
demonstration will be available through a Vimeo link in the PFD document. This will allow for
faster retrieval by offices and keep the file size sent to offices smaller.
The decision for self-instruction is backed up by the checklist provided by Piskurich (2006)
on page 95. Self-instruction is a positive delivery method as offices may have high turnover,
need just in time training, training process needs consistency, content is stable, training may
need to be repeated often, and training for multiple shifts may be required. Another support for
this type of delivery is that BeaconLBS needs to decrease the cost of travel for their trainer. The
Technology-Based Training is supported by the checklist by Piskurich on page 96, selfinstruction is needed, training is difficult to schedule, and use of multiple media formats will
enhance the learning. I will also add the fact that self-training through technology will allow

INSTRUCTIONAL MATERIAL OVERVIEW

hands on learning (tactile) with applicable application as learners will use real data (Strickland,
2015).

PDS-Q Video Tutorial Storyboard

Audio-example of scripting
Welcome to the BeaconLBS PDS-Q video
tutorial.
The tutorial is designed to provide a
demonstration and step by step view of how
the queue works within your office.
The objectives listed will allow you to
complete each step involved in one or more
processes to ensure compliance with United
Healthcares Laboratory Benefit Protocol.

Graphics
Opening slide: BeaconLBS Logo
Slide 2: Introduction and Objectives
After locating the BeaconLBS website
Learners will demonstrate logging
into the queue versus registration
After identifying the types of lab orders in the queue
Learners will demonstrate how to open all orders
Without leaving orders in the queue
Upon entering the Decision Support Inbox

Learners will be able demonstrate how to print a finalized ord

Without having to open the order
Upon entering the Decision Support Inbox
Learner will be able demonstrate how to edit an order
In correct sequence according to the training guide
After completion of the learning module
Learner will demonstrate submission of orders
To locate our website go to
www.beaconlbs.com
Click on Physician Log in
As a registered entity you should have received
a user ID and temporary password. Once you
log in you will be asked to reset the password
to one only you know.
Enter your credential and click on Physician
Log In
Or you can click the enter key on your key
board

So the notification is sent directly to the Lab and United Healt

BeaconLBS Website and log in demonstration

INSTRUCTIONAL MATERIAL OVERVIEW

A note here: do not click on Start this will

start the registration process and could cause a
duplicate registration. If you accidently click it
just close the browser and start over.
Once you are logged in- you will automatically
be taken to the queue. The system will tell you
how many lab orders are ready for processing.

Entrance to the PDS-Q queue

Explanation of main screen
Explain the lab order, patient, dob, UHC policy
number. Type of Lab, Test code, and ordering
physician
To open a lab order for process, click anywhere Click on a lab order Non Q&A (pathology)
on the order. ( using a live order script will
Walk through the steps of submitting lab order
explain the order) When submitting the order1. click anywhere on the order
a copy will go to your Physician Decision
2. Outcome summary appears: Click on Submit
Support Inbox- United Healthcare and the
Rendering lab
After submitting the order you will return to
Return to the queue
the queue
We will now open a lab order with Q&A
Click on lab order Q&A-(Pap Smear order)
(Live order so script will follow the order
1. Click anywhere on the order
information)
2. Q&A appears
3. Answer Questions
4. click continue
5. Click submit
Lets assume we have an order that we need to Go to the Physician Decision support In-box
edit due to a Conditional Management Alert.
We will enter the Physician Decision Support
Inbox
The inbox will default orders by date of
Explain components of the Physician Decision
service. We are in August and our service dates Support Inbox: do a date search to locate the
processed were in July. We will have to do a
claims processed for July 29. (we are in August
date search to locate the orders.
with no August dated claims). Locate the
claims
To open a case for editing we click on the case
number link. This will open the order and click
on the Amend button at the bottom of the page.
Once opened you will see the three data fields.
Since this is a retrospective order we can only
edit the diagnosis. Go to the second field and
enter your additional diagnosis.

Click on case number and walk through the

steps of editing an order and resubmitting
1. click on Amend button
2. change or add diagnosis
3. click continue button
4. click submit

INSTRUCTIONAL MATERIAL OVERVIEW

Go to the bottom of the page and click the

continue button.
We will follow the same process as before and
click on the submit button. This must be done
in order the lab and UHC to receive the
amended copy.
Now that we have amended the claim we will
go to our Physician Decision Support Inbox
and print the order to fax to the lab.
We will locate the order
Click on the box by the PDF icon and then
click on Print selected and follow your
computers prompts.
If you would like to see the item you are
printing then click on the PDF icon and the
Outcome Summary will open and then follow
the print icon for printing.
Before logging out of the system- you will
need to ensure you have zero orders in your
queue. As a reminder there is a 10 calendar day
expiration date from the date of collection or
lab order.
Please refer to the PDS-Q user Guide for a
complete step by step process with additional
links for your reference. The guide will also
provide a checklist to assist in your completion
of all steps.

Return to Physician Decision Support Inbox

Walk through steps of printing without having
to open the order- demonstrate multiple orders
can be printed
1. click on the box beside the PDF icon and it
places a check mark
2. click Print claims link
3. computer printing process appears
4. we will close without printing

Back to the PDS-Q queue

Ending slide:
Links page from the User guide

Assessment Instrument
BeaconLBS does not use assessment instruments however we do create job aids. According to
Piskurich (2006) the trainee performs the task or series of tasks having practiced in a real
environment. The checklist gives the evaluator a place to check where completed. In the case of
BeaconLBS the learner will be their own evaluator. The checklist was made as a combination
self-assessment and job aid to assist in learning as well as a reminder of steps.

INSTRUCTIONAL MATERIAL OVERVIEW

Double click on the PDF document to open the assessment/job aid.

Double click on the PDF Document to open the PDS-Q User Guide with accessible video link.
The User Guide is designed for self instruction with a video demonstration to support its use. The
learner will login to a live system with live data.

Video Link: this is my personal site but will be added to BeaconLBS site before distribution to
the public.
https://vimeo.com/135475272

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Reference
Piskurich, G. M. (2006). Rapid instructional design: Learning ID fast and right (2nd ed.). San
Francisco, CA: Pfeiffer.
Strickland, L (2015). Capstone Project, Week Two, EIDT 4001-1, Walden University

INSTRUCTIONAL MATERIAL OVERVIEW

Sample
Instructional
Materials
(AECT 1.1.3)
(AECT 1.1.5)
(AECT 2.1-2.4)

Evidence shows that:

Evidence shows that:

Evidence shows that:

All required instructional

materials are not
identified or included.

Overview description
of
instructional materials
includes general
rationale for delivery
method.

Overview description
of
instructional materials
includes
rationale for delivery
method
supported by Learning
Resources.

Storyboard/lesson plan
is
incomplete or not
included.

(AECT 4.3)
(AECT 5.2)
Graded in
Week 4

Presentation module is
incomplete or not
included.
Assessment materials
are
not included or do not
demonstrate
congruency
with goals/objectives
and
instructional strategies.

Storyboard/lesson
plan
is missing one or more
required media
elements.
Presentation module
meets the suggested
length or comparable
scope for self-paced or
Instructor-led delivery.
Assessment materials
address Kirkpatricks
second level of
evaluation and
generally demonstrate
congruency with
goals/objectives.

Storyboard/lesson plan
contains
all required media
elements.
Presentation module
meets the
suggested length or
comparable
scope for self-paced or
Instructor-led delivery.
Assessment materials
address
Kirkpatricks second
level of
evaluation and fully
demonstrate
congruency with
goals/objectives.