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Emergency Department Clerical Best Practices & Workflows

Master essential ED clerical processes, including the 4-hour rule, medical record tracking, First Nations streaming, and leave application guidelines.

#emergency-department#clerical-training#medical-records#healthcare-operations#hospital-workflow#patient-streaming

Quarterly Clerical Update

Emergency Department | Q1 2026

Process Improvements & Operational Reminders

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Agenda & Overview

• Process 1: The 4-Hour Rule (EMER/ESSU) • Process 2: Streaming First Nations Patients • Process 3: Moving vs. Receiving Medical Records • Leave Application Guidelines • Standard Dress Code Reminders
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Process 1: The 4-Hour Rule

The '4-hour rule' defines the time elapsed between the moment the EMER bed slip is entered and the admission time.

RELEVANT FOR: EMER, EMER GERIS, and CLINICAL TOX patients only.

Do NOT stop the clock for patients arriving to ESSU/Swing beds under other specialties. They are Capacity patients only.

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The 4-Hour Rule: Step-by-Step

01

1. Entry & Timestamp

Clerks enter bed slip into EDIS immediately. This timestamp starts the 4-hour rule.

02

2. Stop The Clock

If patient moves to ESSU/Swing: Nursing stops the clock on EDIS. This captures actual physical entry time.

03

3. Admission

4 hours after bed slip: Admit in WebPAS using the 'stopped clock' time. Ensure patient is still EMER.

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Process 2: Streaming First Nations Patients

Mandatory Question:

Ask every patient: "Do you identify as Aboriginal or Torres Strait Islander?"

ACTION: If YES: Update stream to FN immediately.

• Ensures culturally safe care. • Directs to appropriate area. • Flags Aboriginal Liaison Officers (ALOs) for support.

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Process 3: Medical Records

Moving vs. Receiving Physical Paperwork

The goal is to accurately track where the physical record is located within the hospital.

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Records: Essential Workflows

Admitting to ESSU/EASS/CSSU

1. Go to 'Tracking & Functions' > 'Receive Medical Records'. 2. Select specific Ward. 3. Reason: 'Receive Direct' -> 'Inpatient'. 4. Input UMRN, Tab, Select File.

Discharging Home

1. 'Tracking Functions' > 'Single Record Movement'. 2. Destination: '1 HIMS'. 3. Reason: 'Return to Medical Records Dept'. 4. Verify '(T)' symbol appears (in transit).
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Annual Leave Applications

RULE 1: CHECK THE CALENDAR

Review the 'Available AL Calendar' on SharePoint BEFORE submitting any request.

RULE 2: NO AVAILABILITY?

Approval cannot be granted if no leave is available, unless circumstances are unforeseen + significant (e.g., surgery).

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Urgent Leave Requests

Within 2 Weeks of Current Roster?

You must speak DIRECTLY to:

• The Coordinator • Or Rostering Supervisor
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Standard Dress Code

• Maintain a neat, professional appearance. • ID Badges must be visible at all times. • Closed-toe shoes are mandatory for safety in clinical areas. • Adhere to department uniform policy.

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Summary & Questions

Key Takeaways:

  • Stop the Clock correctly for ESSU/Swing admissions.
  • Always ask the First Nations identification question.
  • Track medical records: 'Receive' (Admit) vs 'Move' (Discharge).
  • Check the Leave Calendar before applying.
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Emergency Department Clerical Best Practices & Workflows

Master essential ED clerical processes, including the 4-hour rule, medical record tracking, First Nations streaming, and leave application guidelines.

Quarterly Clerical Update

Emergency Department | Q1 2026

Process Improvements & Operational Reminders

Agenda & Overview

• Process 1: The 4-Hour Rule (EMER/ESSU) • Process 2: Streaming First Nations Patients • Process 3: Moving vs. Receiving Medical Records • Leave Application Guidelines • Standard Dress Code Reminders

Process 1: The 4-Hour Rule

The '4-hour rule' defines the time elapsed between the moment the EMER bed slip is entered and the admission time.

RELEVANT FOR: EMER, EMER GERIS, and CLINICAL TOX patients only.

Do NOT stop the clock for patients arriving to ESSU/Swing beds under other specialties. They are Capacity patients only.

The 4-Hour Rule: Step-by-Step

1. Entry & Timestamp

Clerks enter bed slip into EDIS immediately. This timestamp starts the 4-hour rule.

2. Stop The Clock

If patient moves to ESSU/Swing: Nursing stops the clock on EDIS. This captures actual physical entry time.

3. Admission

4 hours after bed slip: Admit in WebPAS using the 'stopped clock' time. Ensure patient is still EMER.

Process 2: Streaming First Nations Patients

Ask every patient: "Do you identify as Aboriginal or Torres Strait Islander?"

If YES: Update stream to FN immediately.

• Ensures culturally safe care. • Directs to appropriate area. • Flags Aboriginal Liaison Officers (ALOs) for support.

Process 3: Medical Records

Moving vs. Receiving Physical Paperwork

The goal is to accurately track where the physical record is located within the hospital.

Records: Essential Workflows

Admitting to ESSU/EASS/CSSU

1. Go to 'Tracking & Functions' > 'Receive Medical Records'. 2. Select specific Ward. 3. Reason: 'Receive Direct' -> 'Inpatient'. 4. Input UMRN, Tab, Select File.

Discharging Home

1. 'Tracking Functions' > 'Single Record Movement'. 2. Destination: '1 HIMS'. 3. Reason: 'Return to Medical Records Dept'. 4. Verify '(T)' symbol appears (in transit).

Annual Leave Applications

CHECK THE CALENDAR

Review the 'Available AL Calendar' on SharePoint BEFORE submitting any request.

NO AVAILABILITY?

Approval cannot be granted if no leave is available, unless circumstances are unforeseen + significant (e.g., surgery).

Urgent Leave Requests

Within 2 Weeks of Current Roster?

You must speak DIRECTLY to:

• The Coordinator • Or Rostering Supervisor

Standard Dress Code

• Maintain a neat, professional appearance. • ID Badges must be visible at all times. • Closed-toe shoes are mandatory for safety in clinical areas. • Adhere to department uniform policy.

Summary & Questions

Key Takeaways:

Stop the Clock correctly for ESSU/Swing admissions.

Always ask the First Nations identification question.

Track medical records: 'Receive' (Admit) vs 'Move' (Discharge).

Check the Leave Calendar before applying.

  • emergency-department
  • clerical-training
  • medical-records
  • healthcare-operations
  • hospital-workflow
  • patient-streaming