THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com


S U M M A R Y


DIARY: October 12, 2004 07:12 AM Tuesday; Rod Welch

Millie letter to Sheridan at UCSF on submitting Patient Information.

1...Summary/Objective
2...Hectic Too Much Going On Not Enough Time to Think Busy Being Busy
3...Not Enough Time to Think Requires Role for Accuracy Analysis Planning
4...Organizational Memory Critical Factor Productivity Medical Practice
5...Meeting for 2nd Opinion Moved from Friday to Monday


..............
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CONTACTS 

SUBJECTS
2nd Opinion Metastatic Cancer Treatment Chemotherapy New Trial Drug                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
Patient Information Admission Forms UCSF Download Millie Prepares                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
2nd Opinion Requested from UCSF, Stanford, UC Davis Cancer Centers                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
UCSF Schedule Meeting 041015 2nd Opinion Records Transfer Sheridan T                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
UCSF Meeting Confirmation 041018 0930 Received Planning to Submit Me                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
1007 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1007 -    ..
1008 - Summary/Objective                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
1009 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
100901 - Follow up ref SDS 22 0000. ref SDS 21 0000.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
100902 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
100903 - Millie submitted ref DIT 1 0001 to Sheridan saying...                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
100904 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
100905 -    1.  I have written and called several times, see below, but have                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
100906 -        not heard from you, ref DIT 1 0001, since your letter on Oct 7                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
100907 -        saying you have not heard from me. ref SDS 20 0001  On Oct 8, I                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
100908 -        wrote to you explaining my medical records have been                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
100909 -        transferred to UCSF, ref SDS 21 9N8K, in accordance with your                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
100910 -        instructions in an attached document UCSF submitted on Oct 6.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
100911 -        ref SDS 17 RK6M                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
100913 -         ..
100914 -    2.  Today, I would like to fax "Patient Information" filled out                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
100915 -        from the download accessed in the attachment to your letter of                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
100916 -        Oct 6, ref DIT 1 RY6F, explaining "What to Bring." ref SDS 17                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
100917 -        WL3N  UCSF's instructions say to list on the fax cover sheet                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
100918 -        the date, time, and name of the doctor, shown in our record                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
100919 -        yesterday. ref SDS 22 HN8K  Can you get this to me, or should I                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
100920 -        reference your name in the cover sheet for this information?                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
100922 -         ..
100923 -    3.  Yesterday, Rod called Kaiser and found that they messed up                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
100924 -        transferring the medical records, ref SDS 24 PQQY, so we have                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
100925 -        arranged to hand carry the records. ref SDS 24 TB7I  I plan to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
100926 -        pick them up at the Business Office on Thursday when I have a                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
100927 -        treatment. ref DIT 1 YF6M  Your last letter on Oct 7 said a                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
100928 -        meeting could be this Friday, Oct 15, or the following Monday.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
100929 -        ref SDS 20 0001 When time permits, please let me know the date,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
100930 -        time and the name of the doctor.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
100931 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
100933 -  ..
1010 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1011 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1012 - 1146 called Sheridan                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
1013 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
101301 - Left another message for Sheridan confirming email, asking for date,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
101302 - time, and name of doctor for meeting on 2nd opinion.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
101303 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
101305 -  ..
1014 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1015 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1016 - 1205 called EJ.....................800.888.8664 or 415.885.7777                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
1017 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
101701 - Called EJ who helped register Millie on 041004. ref SDS 16 5183                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
101702 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
101703 - Talked to Carol.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
101705 -  ..
101706 - Carol said there is no record of a meeting.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
101708 -  ..
101709 - Patient Relations............... 415 353 1936                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
101711 -  ..
101712 - Talked to Asha.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
101714 -  ..
101715 - Asha will contact Sheridan and ask her about Millie's case.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
101717 -  ..
101718 - Asha will call back by the end of the day, or Sheridan will call to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
101719 - follow up.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
101720 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
101722 -  ..
1018 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1019 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
1020 - 1356                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
1021 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
102101 - Asha called back.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
102102 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
102103 - She talked to the manger of the patient schedule process, or something                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
102104 - like that.  Asha understands that Sheridan has information on Millie                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
102105 - and is working on scheduling a meeting.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
102107 -  ..
102108 - Asha said that Sheridan will call us a couple of days.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
102109 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
102110 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
102111 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
102112 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
102113 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
1022 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

SUBJECTS
Facilitate Meetings Be Prepared Writing Record Organizational Memory                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
Intelligence Adds Alignment Improves Communication Listening Underst                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
Patient Organize Medical Record Organizational Memory Critical Facto                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
Doctors Do Not Have Time to Analyse Test Results for Developing Trea                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
Doctors Not Enough Time Follow Kaiser Guidelines for Medical Practic                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
2707 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
2708 - 1431                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
270901 -  ..
270902 - Hectic Too Much Going On Not Enough Time to Think Busy Being Busy                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270903 - Not Enough Time to Think Requires Role for Accuracy Analysis Planning                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
270904 - Organizational Memory Critical Factor Productivity Medical Practice                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270905 - 
270906 - Sheridan called back.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270908 -  ..
270909 - She has received Millie's letters and calls to confirm date, time, and                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
270910 - name of doctor for meeting to get a 2nd opinion, per above,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
270911 - ref SDS 0 0001, but Sheridan has been swamped, and so has been unable                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270912 - to respond the past few days.  She said the past week or so has been a                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
270913 - very hectic time.  There is hardly time to think.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
270915 -  ..
270916 - This problem reflects the report on 970910, ref SDS 6 3479, that is                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
270917 - totemic of the new world order... ref OF 10 1675                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
270918 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
270919 -     [On 041015 same problem at other big organizations, reported by                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
270920 -     Gary on their project. ref SDS 27 CE6H                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
270922 -      ..
270923 -     [On 060809 Margaret at UCSF, Shery's colleague, also, has hectic                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
270924 -     schedule, not enough time to communicate with patient, ref SDS 31                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
270925 -     YK6N, nor to organize the record for the doctor to make a timely                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270926 -     review and conduct an effective meeting. ref SDS 31 I73H                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270928 -  ..
270929 - An example of a "hectic" schedule is working with Dave at Intel on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270930 - 960223. ref SDS 4 4992                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
270932 -  ..
270933 - Sheridan asked if it would be possible to get Millie's medical records                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
270934 - from Kaiser, and hand carry them, rather than have Kaiser send them                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
270935 - directly to UCSF?  She said it would be a big help if we could invest                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270936 - time to organize the records according to the UCSF due diligence                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
270937 - checklist she submitted on 041006. ref DRP 6 7R8Y  Sheradin explained                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
270938 - that doctors and hospitals have difficulty keeping records in                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
270939 - chronological order, required for creating an intelligible patient                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270940 - history, so if the patient can go through and origanize everything                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270941 - this is a big help preparing a second opinion.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
270943 -  ..
270944 - This aligns with Michelle's request at Stanford, yesterday on 041011,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270945 - ref SDS 23 8E66, and also fits research on 010420 that reports                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270946 - organizations have very weak ability to manage organizational memory.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270947 - ref SDS 10 IE4M                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270949 -  ..
270950 - On 040312 lectures on 21st century science present the "locality                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
270951 - principle" that explains the role of order for predictability that                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270952 - converts information into the power of knowledge by adding energy to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270953 - connect cause and effect. ref SDS 13 YH4G                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
270955 -  ..
270956 - Today, we reviewed the record showing that the list UCSF provided was                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270957 - attached to the signed Authorization form submitted to Kaiser for                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
270958 - transferring medical records, reported the next day on 041007.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
270959 - ref SDS 18 VN9O  Therefore, Kaiser is on notice of the order that UCSF                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
270960 - requires.  Yesterday, on 041011 Kaiser disclosed plans to prepare                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
270961 - separate sets of medical documents for each of the categories in                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
270962 - UCSF's list. ref SDS 24 PQUP  They have a big staff, and they have a                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
270963 - duty to perform professional work in order to protect patient rights.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270964 - Time for this task has already been paid through insurance premiums.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270966 -  ..
270967 - Why shouldn't Kaiser's work product be adequate for UCSF Medical                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
270968 - Center to prepare a competent, professional, 2nd opinion on diagnosis                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270969 - and treatment to save lives, time, and money?                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
270970 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
270971 -        [On 041019 Todd advised that Stanford empowers patients to hand                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
270972 -        carry medical records because Kaiser, Stanford, and other                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
270973 -        professionals are not empowered to reliably accomplish this                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270974 -        task. ref SDS 29 BW5J                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
270976 -  ..
270977 - Sheridan explained the problem isn't Kaiser, per se.  She indicated                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
270978 - that even though Kaiser has the list showing the order for assembling                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270979 - and transferring patient medical records, most often the actual                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
270980 - transaction will be received out of order, i.e., in a jumbled mess,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
270981 - because "filing" gets minimal supervisor oversight.  Similarly, when                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270982 - medical records are faxed, they are usually out of order for many                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
270983 - reasons.  For example, interruptions are a common cause of disorder.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270984 - Attendants get distracted by phone calls, personal matters, a                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
270985 - supervisor directs that work be halted in order to send something on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270986 - another matter with a higher priority.  They are sent on errands, and                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270987 - so faxing documents is a fill-in task that is performed haphazardly,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270988 - which then has a ripple effect on productivity.  She said that                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
270989 - distractions common at UCSF occur everywhere.  The bigger the record,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
270990 - and the bigger the organization, the bigger the problem of disorder,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270991 - because organizing information is hard work that requires skills,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
270992 - experience, attention and interest.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
270993 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
270994 -        [On 041213 PET scan films missing from the medical record                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
270995 -        received from Kaiser; staff performed rework to complete the                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
270996 -        submission for UCSF. ref SDS 25 SN5F                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
270998 -         ..
270999 -        [On 041213 CT tests were received from Kaiser out of order;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271000 -        staff performed rework to organize the record. ref SDS 25 0200                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
271002 -         ..
271003 -        [On 041013 medical records for doctor notes are out of order                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
271004 -        and records are incomplete. ref SDS 25 PF7I                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
271006 -  ..
271007 - Sheridan advised that a lot of time is required by UCSF staff to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
271008 - organize records for effective use by doctors to help patients.  Often                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271009 - there isn't enough time to do this, because organizing the record is                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271010 - difficult, complex, and boring to everyone except the patient.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
271011 - Sheridan explained that when there isn't enough time for the staff to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271012 - organize the record, then it is very difficult for doctors to find                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
271013 - anything when needed.  This increases the time to do the work, well                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
271014 - beyond the time required to organize the record, and mistakes go up.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271015 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271016 -        [On 041013 added tabs to organize medical records on test                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271017 -        reports and doctor notes. ref SDS 25 PF7I                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271019 -         ..
271020 -        [On 041013 listed missing records. ref SDS 25 T49J                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
271022 -         ..
271023 -        [On 060809 Margaret at UCSF, Shery's colleague, also, has                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271024 -        hectic schedule, not enough time to communicate with patient,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271025 -        ref SDS 31 YK6N, nor to organize the record for the doctor to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
271026 -        make a timely review and conduct an effective meeting.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
271027 -        ref SDS 31 I73H                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
271029 -  ..
271030 - UCSF's experience aligns with the study reported on 990912 that found                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271031 - medical mistakes cause 300% more deaths than automobile and airplane                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271032 - accidents combined. ref SDS 9 0001                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
271034 -  ..
271035 - UCSF's difficulties handling organizational memory supports Bill Gates                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271036 - plan to improve Microsoft technology for finding information, reported                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271037 - on 021108. ref SDS 11 EF5I  Jeff Conklin, also, noted organizational                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
271038 - memory is weak throughout industry and government, reported on 010420.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271039 - ref SDS 10 IE4M                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271040 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271041 -    This issue is addressed in the Business Case section of the ASB on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271042 -    SDS for Aerospace company....                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
271043 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271044 -         http://asc1.web.boeing.com/index.cfm?page=view_asb&asb=1547#DM58                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
271045 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271046 -    ...discussed with Woody on 041004. ref SDS 15 CB6G                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
271048 -  ..
271049 - Sheridan's experience at UCSF further aligns with the study by the US                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271050 - Air Force Institute of Technology that found management degrades to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
271051 - entropy on all large operations, reported on 970707. ref SDS 5 0108                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
271052 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271053 -     [On 050824 Advice Nurse being persistant reminding the surgeon to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
271054 -     follow up on patient calls. ref SDS 30 4M7N                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271056 -  ..
271057 - Frank Shults cited similar problems organizing the record at NASA on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271058 - the Space program, reported on 921021. ref SDS 1 4390                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
271060 -  ..
271061 - The only thing bigger than "disorder" in large scale operations, what                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271062 - Kissinger calls "bumbling," reported on 940609, ref SDS 2 4238, is                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
271063 - denial of the problem, enabled on the one hand by mental agility to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
271064 - absorb ambiguity, cited by Grove at Intel, reviewed on 980307,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
271065 - ref SDS 7 3668, and abetted by fear of accountability, reviewed on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
271066 - 980405. ref SDS 8 5065  Sean O'Keefe cited systemic and cultural                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271067 - defects in testimony before Congress explaining why NASA cannot                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271068 - improve improvement. reported 030826. ref SDS 12 8K4G                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
271070 -  ..
271071 - Experience at UCSF reviewed today, explains in part the study reported                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271072 - on 960205 showing that people waste 70% of the day in unproductive                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
271073 - meetings, because nobody is prepared. ref SDS 3 5902                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
271075 -  ..
271076 - Sheridan said that experience on the job, per above, ref SDS 0 6KO8,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271077 - shows that time is saved and mistakes are reduced when patients take                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271078 - time to organize medical records received from hospitals, so they are                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
271079 - handed over to the next hospital in a form that enables efficient use,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271080 - because patient self-interest helps ensure accuracy.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271081 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271082 -        [On 041004 errors in submission of medical records are                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
271083 -        corrected by Nuclear Medicine Department. ref SDS 25 SN5F                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
271085 -         ..
271086 -        [On 041004 errors in submission of medical records are                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
271087 -        corrected by Xray Department. ref SDS 25 0200                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
271089 -         ..
271090 -        [On 041004 medical records received from Kaiser are reviewed,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
271091 -        and tabbed. ref SDS 25 VA9J                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
271093 -         ..
271094 -        [On 041004 medical records are missing from submission prepared                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
271095 -        by Kaiser. ref SDS 25 T49J                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
271097 -  ..
271098 - Sheridan's anlaysis also supports the concept of patients preparing                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
271099 - the record of work with doctors, because doctors don't have time nor                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
271100 - self-interest to ensure accurate records for accurate work.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
271101 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271102 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271103 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
271104 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
2712 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

SUBJECTS
Default Null Subject Account for Blank Record                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
2803 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
280401 -  ..
280402 - Meeting for 2nd Opinion Moved from Friday to Monday                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
280403 - 
280404 - Under these circumstances, proposed moving the meeting for a 2nd                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
280405 - opinion from Friday to Monday in order to relieve pressure on time.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280407 -  ..
280408 - Sheridan said that is a good plan.  It will make the work less hectic,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
280409 - and so reduce the chance of error.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
280411 -  ..
280412 - Millie and I will collect her medical records from the various Kaiser                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
280413 - departments on Thursday, while at the hospital for Millie's                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
280414 - chemotherapy treatment.  Thursday evening and Friday morning, we will                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
280415 - organize the records, and then hand carry to UCSF about noon on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280416 - Friday.  UCSF can then input the records into UCSF's system, so they                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
280417 - are available for the Doctor in time for the meeting on 041018.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280419 -  ..
280420 - Sheridan will direct the doctor's attention to the case studies on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
280421 - Millie's condition listed in the letter to UCSF dated 041002,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
280422 - ref DIP 5 VX91, and which is reported in the record on that date.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
280423 - ref SDS 14 Y29R                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
280424 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280425 -        [...below, received Sheridan's letter confirming plans to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
280426 -        submit links to the case studies for Doctor Benz review in                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
280427 -        preparing to meet with the patient. ref SDS 0 N25U                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
280429 -  ..
280430 - Initially, Sheridan planned to print the case studies.  We reviewed                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280431 - the challenge people have handling paper cited by Sheridan in                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
280432 - connection with handling medical records, per above. ref SDS 0 NV9F                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280434 -  ..
280435 - Sheridan will instead send an email to the doctor with a link to the                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
280436 - case studies, so that the doctor has access to the original sources,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
280437 - including applicable test results.  She will submit a copy of the                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
280438 - letter to the doctor to Millie, so there is a record showing the                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
280439 - doctor was given notice and access to the record.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
280441 -  ..
280442 - Sheridan suggested reviewing the biography of Doctor Benz on the UCSF                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
280443 - website that shows his extensive experience.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      
280444 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280445 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280446 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280447 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280449 -  ..
2805 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
2806 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
2807 - 1551                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
2808 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
280801 - Received ref DRT 1 0001 from Sheridan saying...                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
280802 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280803 -    1.  This note is to confirm your appointment on 10-18-04 at 9:30                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280804 -        with Dr. Christopher Benz who will see you at the below                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
280805 -        address.  Please arrive a bit early so we can complete your                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
280806 -        sign in and get you roomed to meet your doctor. ref DRT 1 0001                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
280808 -         ..
280809 -    2.  I have emailed Dr. Benz regarding the links to the 2 case                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
280810 -        studies you referenced in your first letter.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280812 -  ..
280813 - Sheridan's reference to the "first" letter relates to the record on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280814 - 041002. ref SDS 14 Y29R                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
280816 -  ..
280817 - Millie can now fax "Patient Information" to UCSF, using the telephone                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
280818 - number (415) 353-7021, which is in document attached to Sheridan's                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                
280819 - letter on 041006. ref DRP 6 01ZU                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
280821 -         ..
280822 -    3.  I look forward to seeing you on Monday. ref DRT 1 OI6M                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280823 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280824 -            [On 041018 Sheridan was not in the office on Monday.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
280825 -            ref SDS 28 LW5V                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
280826 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280827 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
280829 -  ..
2809 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
2810 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
2811 - 2313                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
2812 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
281201 - Millie sent ref DIT 2 0001 to Sheridan responding to her call, per                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
281202 - above, ref SDS 0 NW55, and to Sheridan's letter, confirming the date                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              
281203 - and time for meeting Doctor Benz. ref SDS 0 NW55                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
281204 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281205 -    1.  Thanks very much for your letter today, ref SDS 0 NW55, setting                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
281206 -        a meeting with Doctor Benz on 041018 0930, ref DIT 2 0001, and                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
281207 -        for notifying the doctor via email of "case studies" that focus                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
281208 -        review of my condition submitted in my letter to UCSF on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281209 -        041002, as shown in the record on that date. ref SDS 14 Y29R                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
281210 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281211 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281213 -         ..
281214 -    2.  Look forward to meeting you, Doctor Benz, and the UCSF team on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             
281215 -        Monday. ref DIT 2 6G6K                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
281217 -         ..
281218 -    3.  Tomorrow, I will fax the Patient Information documents to UCSF.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
281219 -        ref DIT 2 HG6N, which were prepared using UCSF's link in your                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
281220 -        letter on 041006. ref SDS 17 WL3N                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    
281222 -         ..
281223 -    4.  We will do our best to organize medical records according to                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
281224 -        the Oncology Check List in your letter, ref DRP 6 7R8Y, dated                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
281225 -        011006, ref SDS 17 WL4Q, and will deliver them to UCSF Friday                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        
281226 -        afternoon, ref DIT 2 IG7G, so there is time to process them                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
281227 -        into the UCSF system to prepare for meeting with Doctor Benz on                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            
281228 -        Monday. ref SDS 0 HW4R                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     
281229 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281230 -           [On 041015 notified Sheridan that medical record has been                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
281231 -           organized, and will be delivered to UCSF later today.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281232 -           ref SDS 26 Y93G                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281233 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281234 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281235 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281236 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281237 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281238 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281239 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281240 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281241 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281242 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
281243 -                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   
2813 -