Examples of tasks, tools and tasks X tools matrices based on a prior work system analysis of a community-based brain health care coordination programme37
(A) Tasks matrix | ||||||
Who performs | Goal(s) of task | Frequency | How performed | When performed | Notes | |
Appointment scheduling | CCA, SW | Arrange home visits | Daily | Staff calls, records in calendar | Before home visit | Assign to dedicated scheduler? |
Health assessment | CCA, RN | Deliver right care | Every 2 weeks | CCA administers instruments | At home visit | Can be done by CG? |
Relationship building | CCA, SW, RN, CG | Establish trust | As needed | Listening, humour, show interest, offer help | Before, at or after home visit | Takes most time, critical to success |
(B) Tools matrix | ||||||
Users | Purpose of use | Frequency of use | Ease of access | Usability | Notes | |
Smartphone | CCA | Communication, navigation | High | High | High | Staff like to use |
Paper assessments | CCA, RN | Collect and monitor health | High | Low | High | Get lost, damaged |
Handheld scanner | CCA, RN, SW | Digitise paper assessments | Low | Medium | Low | Staff hate to use |
(C) Tasks X tools matrix | ||||||
Scheduling | Health assessment | Relationship building | ||||
Smartphone | – | – | Yes | |||
Paper assessments | – | Yes | – | |||
Handheld scanner | – | Yes | – |
CCA, care coordination assistant; CG, informal caregiver; RN, registered nurse; SW, social worker.