Anticoagulation
IHC, in cooperation with health care providers across the state, has developed the following Anticoagulation Toolkit. The toolkit is a compilation of resources to ensure effective and safe long-term anticoagulation therapy.
We would like to thank those individuals and organizations who have shared their materials and who have agreed to serve as mentors. Please contact IHC if your organization would like to contribute materials to this toolkit.
- Allen Memorial Hospital Anticoagulation Clinic, Waterloo, IA
- Central Community Hospital, Elkader, IA
- Community Anticoagulation Therapy (CAT) Clinic, Cedar Rapids, IA
- Great River Medical Center, Burlington, IA
- Guttenberg Hospital Anticoagulation Therapy Program, Guttenberg, IA
- Madison County Anticoagulation Management Clinic, Winterset, IA
- Mercy North Iowa, Mason City, IA
- University of Iowa Hospitals and Clinics, Iowa City, IA
- Veterans Administration Medical Center of Central Iowa, Des Moines, IA
- Veterans Administration Medical Center, Iowa City, IA
- Winneshiek Medical Center, Decorah, IA
Project Description
Tool Kit
The National Quality Forum (NQF) in Safety Objective #29 states that “Every patient on long-term oral anticoagulants should be monitored by a qualified health professional using a careful strategy to ensure an appropriate intensity of supervision.”(1) NQF goes on to outline explicit organizational policies and procedures necessary for effective management of patients taking anticoagulants.(1) The IHC Anticoagulation Work Group has endorsed NQF's recommendations. The Work Group has divided these recommendations into an easy step-by-step process. Below are organizational policies, procedures, forms and flowsheets that align and satisfy each recommendation.
Step 1: Policies and Procedures
Explicit organizational policies and procedures should be in place regarding anti-thrombotic services that include at least documentation of:
- Indication for long-term anticoagulation
- Target INR range
- Duration of long-term anticoagulation and/or a review date
- Timing of the next INR appointment
Below are policies and procedures that satisfy these requirements.
Intake/Indication for long-term anticoagulation
Policies, procedures, and forms, to document patient intake and indication for long-term anticoagulation therapy.
- Central Community Hospital, Elkader, IA (PDF 16KB)
Physician patient referral form.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Patient letter informing of physician referral to clinic.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 17KB)
Guidelines for physician referral to anticoagulation clinic.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 117KB)
Possible new referral form.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 37KB)
Form addressing physician acknowledgement of anticoagulation clinic guidelines.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 46KB)
Form addressing physician acknowledgement of anticoagulation clinic guidelines process.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 8KB)
Anticoagulation policy regarding "scope of service".
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 10KB)
Anticoagulation policy to ensure safety.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 31KB)
Anticoagulation protocol for patient referral intake.
- Madison County Healthcare System, Winterset, IA (PDF 39KB)
A patient admission intake form.
Target INR Range and Dosing Policies
Below are tables, policies, procedures, and forms to effectively monitor and document target INR and dosing. Note the Anticoagulation Work Group endorses the use of the American College of Chest Physician's Guidelines for therapeutic target INR.(2)
- Allen Memorial Medical Center, Waterloo, IA (PDF 36KB)
Target INR policies and dose alteration tables.
- Central Community Hospital, Elkader, IA (PDF 23KB)
Warfarin management protocol.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Warfarin dosing guidelines.
- Central Community Hospital, Elkader, IA (PDF 9KB)
General guidelines for INR intensity.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Coumadin dosing flowsheet.
- Central Community Hospital, Elkader, IA (PDF 19KB)
Management of excess oral anticoagulant or bleeding form.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Procedure to communicate between anticoagulation clinic and medical clinic.
- Central Community Hospital, Elkader, IA (PDF 16KB)
A patient coumadin dosing and INR schedule.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Guidelines for optimal INR range.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 22KB)
Initiation of warfarin guidelines.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.0-3.0.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.5-3.5.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 17KB)
Policy for managing supratheraputic INR.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 16KB)
Guideline for ordering coumadin or warfarin over the telephone to patient's pharmacy.
- Madison County Healthcare System, Winterset, IA (PDF 7KB)
A patient visit summary form including INR level, dosing changes.
- Mercy North Iowa, Mason City, IA (PDF 19KB)
An INR/Warfarin dosing flowsheet.
Duration of long-term anticoagulation and/or a review date
Policies, procedures, flowsheets and forms to document duration of long-term anticoagulation and/or review date.
- Central Community Hospital, Elkader, IA (PDF 11KB)
Indication and duration protocol.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Annual physician reorder policy.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Annual physician reorder form.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 17KB)
Guidelines for optimal INR range and duration of warfarin therapy.
Timing of the next INR appointment
Organizational policies and procedures to effectively document and monitor timing of the next INR appointment.
- Central Community Hospital, Elkader, IA (PDF 16KB)
A patient coumadin dosing and INR schedule.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Patient "Final Warning to Get Protime Checked" letter.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.0-3.0.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.5-3.5.
- Central Community Hospital, Elkader, IA (PDF 16KB)
Physician patient referral form. - Central Community Hospital, Elkader, IA (PDF 8KB)
Patient letter informing of physician referral to clinic. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 17KB)
Guidelines for physician referral to anticoagulation clinic. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 117KB)
Possible new referral form. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 37KB)
Form addressing physician acknowledgement of anticoagulation clinic guidelines. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 46KB)
Form addressing physician acknowledgement of anticoagulation clinic guidelines process. - Guttenberg Municipal Hospital, Guttenberg, IA (PDF 8KB)
Anticoagulation policy regarding "scope of service". - Guttenberg Municipal Hospital, Guttenberg, IA (PDF 10KB)
Anticoagulation policy to ensure safety. - Guttenberg Municipal Hospital, Guttenberg, IA (PDF 31KB)
Anticoagulation protocol for patient referral intake. - Madison County Healthcare System, Winterset, IA (PDF 39KB)
A patient admission intake form.
- Allen Memorial Medical Center, Waterloo, IA (PDF 36KB)
Target INR policies and dose alteration tables. - Central Community Hospital, Elkader, IA (PDF 23KB)
Warfarin management protocol. - Central Community Hospital, Elkader, IA (PDF 8KB)
Warfarin dosing guidelines. - Central Community Hospital, Elkader, IA (PDF 9KB)
General guidelines for INR intensity. - Central Community Hospital, Elkader, IA (PDF 8KB)
Coumadin dosing flowsheet. - Central Community Hospital, Elkader, IA (PDF 19KB)
Management of excess oral anticoagulant or bleeding form. - Central Community Hospital, Elkader, IA (PDF 8KB)
Procedure to communicate between anticoagulation clinic and medical clinic. - Central Community Hospital, Elkader, IA (PDF 16KB)
A patient coumadin dosing and INR schedule. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Guidelines for optimal INR range. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 22KB)
Initiation of warfarin guidelines. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.0-3.0. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.5-3.5. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 17KB)
Policy for managing supratheraputic INR. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 16KB)
Guideline for ordering coumadin or warfarin over the telephone to patient's pharmacy. - Madison County Healthcare System, Winterset, IA (PDF 7KB)
A patient visit summary form including INR level, dosing changes. - Mercy North Iowa, Mason City, IA (PDF 19KB)
An INR/Warfarin dosing flowsheet.
- Central Community Hospital, Elkader, IA (PDF 11KB)
Indication and duration protocol. - Central Community Hospital, Elkader, IA (PDF 8KB)
Annual physician reorder policy. - Central Community Hospital, Elkader, IA (PDF 8KB)
Annual physician reorder form. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 17KB)
Guidelines for optimal INR range and duration of warfarin therapy.
- Central Community Hospital, Elkader, IA (PDF 16KB)
A patient coumadin dosing and INR schedule. - Central Community Hospital, Elkader, IA (PDF 8KB)
Patient "Final Warning to Get Protime Checked" letter. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.0-3.0. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Warfarin guideline for target INR range 2.5-3.5.
Step 2: Staff Education
To ensure that long-term (anticoagulation) therapy is effective and safe, every patient should be monitored by a qualified health professional. To this end, IHC has compiled a list of employment protocols, job descriptions, and continuing education programs for health care professionals who want to develop the knowledge and skills necessary for effective, coordinated anticoagulant therapy management. Below please find on-line and in-person anticoagulation therapy certification programs endorsed by the ACforum.
- Central Community Hospital, Elkader, IA (PDF 9KB)
Protocol for physician/registered nurse joint practice.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 31KB)
Job description for Anticoagulation Consultant Educator
- Anticoagulation Therapy Management Certificate Program (WEBSITE)
The University of Southern Indiana School of Nursing and Health Professions
The University of Southern Indiana School of Nursing and Health Professions offers an interactive Internet continuing education program for health care professionals, who want to develop the knowledge and skills necessary for effective, coordinated anticoagulant therapy management. Continuing education credits vary based on discipline. The course is offered five times a year and costs $500.
- On-Line Antithrombosis Courses Offered at The University of Illinois at Chicago College of Pharmacy (WEBSITE)
This one and one-half day preceptorship is designed to review:
- The current state of anticoagulation therapy
- The process for designing and implementing an Antithrombosis Service
- Reimbursement and justification strategies
- Emerging antithrombotic agents and their role in therapy
- Patient management and monitoring issues including special populations
- Considerations for re-engineering your practice in the era of newer antithrombotic agents
Download the brochure. (PDF 2.36MB)
- Brody School of Medicine at East Carolina University (WEBSITE)
The site includes anticoagulation resources on atrial fibrillation, DVT/PE, warfarin which can be downloaded.
Protocol for physician/registered nurse joint practice.
Job description for Anticoagulation Consultant Educator
The University of Southern Indiana School of Nursing and Health Professions
The University of Southern Indiana School of Nursing and Health Professions offers an interactive Internet continuing education program for health care professionals, who want to develop the knowledge and skills necessary for effective, coordinated anticoagulant therapy management. Continuing education credits vary based on discipline. The course is offered five times a year and costs $500.
This one and one-half day preceptorship is designed to review:
- The current state of anticoagulation therapy
- The process for designing and implementing an Antithrombosis Service
- Reimbursement and justification strategies
- Emerging antithrombotic agents and their role in therapy
- Patient management and monitoring issues including special populations
- Considerations for re-engineering your practice in the era of newer antithrombotic agents
Download the brochure. (PDF 2.36MB)
The site includes anticoagulation resources on atrial fibrillation, DVT/PE, warfarin which can be downloaded.
Step 3: Reliable Patient Scheduling and Tracking
Below are forms, procedures, and policies to aid in the implementation of reliable patient scheduling and tracking.
- Central Community Hospital, Elkader, IA (PDF 16KB)
A patient coumadin dosing and INR schedule.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Patient "Final Warning to Get Protime Checked" letter.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Patient update letter to physician.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Policy for management of missed or overdue labs.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 10KB)
Anticoagulation protocol for "no-shows".
- Madison County Healthcare System, Winterset, IA (PDF 61KB)
An anticoagulation management record.
- Mercy North Iowa, Mason City, IA (PDF 19KB)
An INR/Warfarin dosing flowsheet.
A patient coumadin dosing and INR schedule.
Patient "Final Warning to Get Protime Checked" letter.
Patient update letter to physician.
Policy for management of missed or overdue labs.
Anticoagulation protocol for "no-shows".
An anticoagulation management record.
An INR/Warfarin dosing flowsheet.
Step 4: Patient Engagement and Compliance
Below are policies, procedures, and forms to facilitate patient engagement and compliance.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 7KB)
Clinic discharge order form.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 10KB)
Anticoagulation protocol for "no-shows".
Clinic discharge order form.
Anticoagulation protocol for "no-shows".
Step 5: Discharge Planning/Patient Education
Discharge planning and patient education should include 1) specific verbal and written patient education materials appropriate for each patient's language and reading level with assessment of understanding; and 2) bridging therapy across care setting transitions. Below are discharge tools and patient education materials utilized by anticoagulation clinics across Iowa that satisfy these requirements.
Discharge Planning
- Central Community Hospital, Elkader, IA (PDF 7KB)
Discharge form.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 7KB)
Clinic discharge order form.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Clinic discharge procedure form.
Patient Education
- Central Community Hospital, Elkader, IA (PDF 28KB)
Anticoagulation services patient education form.
- Central Community Hospital, Elkader, IA (PDF 9KB)
Patient education form.
- Central Community Hospital, Elkader, IA (PDF 25KB)
Patient teaching flowsheet.
- Central Community Hospital, Elkader, IA (PDF 13KB)
"Living with Coumadin" patient education flowsheet.
- Central Community Hospital, Elkader, IA (PDF 9KB)
"What do You Know About Coumadin" patient education assessment tool.
- Central Community Hospital, Elkader, IA (PDF 20KB)
"Taking Coumadin" patient education form.
- Central Community Hospital, Elkader, IA (PDF 18KB)
"Food/Drug Interactions" patient education form.
- Central Community Hospital, Elkader, IA (PDF 8KB)
Patient education form on aspirin containing drugs.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 347KB)
Introductory patient letter.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 18KB)
Protocol for the role of nurses in patient education.
- Mercy North Iowa, Mason City, IA (PDF 23KB)
A general tool used to educate patients on anticoagulation therapy.
- Mercy North Iowa, Mason City, IA (PDF 29KB)
A tool to educate patients regarding theraputic INR levels.
- Mercy North Iowa, Mason City, IA (PDF 197KB)
An in-depth patient education booklet.
Complete Policies
Below are complete policies from Iowa anticoagulation clinics containing all criteria necessary to run an effective long-term anticoagulation therapy program(Consultation and referral, appointment scheduling, clinic procedure, laboratory procedure, patient education, etc.)
- Allen Memorial Medical Center, Waterloo, IA (PDF 16KB)
- Central Community Hospital, Elkader, IA (PDF 14KB)
Guidelines for patient care.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 19KB)
Multidisciplinary warfarin protocol.
- Guttenberg Municipal Hospital, Guttenberg, IA (PDF 22KB)
Anticoagulation program protocols.
- Madison County Healthcare System, Winterset, IA (PDF 53KB)
Anticoagulation policy, mission and goals.
- Mercy North Iowa, Mason City, IA (PDF 59KB)
- University of Iowa Hospitals and Clinics, Iowa City, IA (PDF 271KB)
UIHC
Miscellaneous
- Central Community Hospital, Elkader, IA (PDF 26KB)
Patient satisfaction survey.
- Central Community Hospital, Elkader, IA (PDF 17KB)
Form letter to dentist for planned dental procedure.
- Community Anticoagulation Therapy Clinic, Cedar Rapids, IA
(PDF 16KB) Clinic policy for changing from coumadin to warfarin.
- Community Anticoagulation Therapy (CAT) Clinic, Cedar Rapids, IA
(PDF 8KB) Patient Satisfaction Survey.
References:
(1) www.qualityforum.org
(2) Chest Vol 126, Supplement, September 2004, www.chestjournal.org/content/vol126/3_suppl/
- Central Community Hospital, Elkader, IA (PDF 7KB)
Discharge form. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 7KB)
Clinic discharge order form. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 24KB)
Clinic discharge procedure form.
- Central Community Hospital, Elkader, IA (PDF 28KB)
Anticoagulation services patient education form. - Central Community Hospital, Elkader, IA (PDF 9KB)
Patient education form. - Central Community Hospital, Elkader, IA (PDF 25KB)
Patient teaching flowsheet. - Central Community Hospital, Elkader, IA (PDF 13KB)
"Living with Coumadin" patient education flowsheet. - Central Community Hospital, Elkader, IA (PDF 9KB)
"What do You Know About Coumadin" patient education assessment tool. - Central Community Hospital, Elkader, IA (PDF 20KB)
"Taking Coumadin" patient education form. - Central Community Hospital, Elkader, IA (PDF 18KB)
"Food/Drug Interactions" patient education form. - Central Community Hospital, Elkader, IA (PDF 8KB)
Patient education form on aspirin containing drugs. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA (PDF 347KB)
Introductory patient letter. - Guttenberg Municipal Hospital, Guttenberg, IA (PDF 18KB)
Protocol for the role of nurses in patient education. - Mercy North Iowa, Mason City, IA (PDF 23KB)
A general tool used to educate patients on anticoagulation therapy. - Mercy North Iowa, Mason City, IA (PDF 29KB)
A tool to educate patients regarding theraputic INR levels. - Mercy North Iowa, Mason City, IA (PDF 197KB)
An in-depth patient education booklet.
- Allen Memorial Medical Center, Waterloo, IA (PDF 16KB)
- Central Community Hospital, Elkader, IA (PDF 14KB)
Guidelines for patient care. - Guttenberg Municipal Hospital, Guttenberg, IA (PDF 19KB)
Multidisciplinary warfarin protocol. - Guttenberg Municipal Hospital, Guttenberg, IA (PDF 22KB)
Anticoagulation program protocols. - Madison County Healthcare System, Winterset, IA (PDF 53KB)
Anticoagulation policy, mission and goals. - Mercy North Iowa, Mason City, IA (PDF 59KB)
- University of Iowa Hospitals and Clinics, Iowa City, IA (PDF 271KB)
UIHC
- Central Community Hospital, Elkader, IA (PDF 26KB)
Patient satisfaction survey. - Central Community Hospital, Elkader, IA (PDF 17KB)
Form letter to dentist for planned dental procedure. - Community Anticoagulation Therapy Clinic, Cedar Rapids, IA
(PDF 16KB) Clinic policy for changing from coumadin to warfarin. - Community Anticoagulation Therapy (CAT) Clinic, Cedar Rapids, IA
(PDF 8KB) Patient Satisfaction Survey.
Success Stories
How to Promote
Business Case
Mentor Hospitals
Allen Memorial Hospital Anticoagulation Clinic, Waterloo, IA
Central Community Hospital, Elkader, IA
Community Anticoagulation Therapy (CAT) Clinic, Cedar Rapids, IA
Great River Medical Center, Burlington, IA
Guttenberg Hospital Anticoagulation Therapy Program, Guttenberg, IA
Madison County Anticoagulation Management Clinic, Winterset, IA
Mercy North Iowa, Mason City, IA
University of Iowa Hospitals and Clinics, Iowa City, IA
Veterans Administration Medical Center of Central Iowa, Des Moines, IA
Veterans Administration Medical Center, Iowa City, IA
Winneshiek Medical Center, Decorah, IA
Resources
Websites

