Build a kidney transplant engagement workflow your dialysis team can measure.
Make the transplant pathway easier to explain and follow, with a shared status vocabulary, named owners, and reviewable next steps. This page describes a proposed workflow for review; it is not an operating product capability.
A conversation about transplant can stop at education, a referral can lose its owner, or an evaluation task can remain unclear. A center needs a way to name the next action while preserving the patient’s choices.
CMS describes assessment, plan-of-care education, transplant-referral planning and tracking, and communication as facility work. CMS: ESRD Clinic Services
What this page proposes
A repeatable discussion and follow-up pattern for dialysis teams. It does not receive referrals, connect to a clinical record, decide candidacy, or report to CMS.
Review date: September 12, 2026. Measure specifications and survey instruments require revalidation.
A stage and status model.
Use plain language to show what has happened, what is still unknown, and who can confirm the next step.
01 / Discuss
Education and interest
Explain transplant alongside in-center hemodialysis, home hemodialysis, peritoneal dialysis, and conservative management. Record questions, preference, uncertainty, or a reason for deferring discussion.
Owner: The dialysis interdisciplinary team documents the conversation and plan.
02 / Connect
Referral sent and receipt checked
Record the receiving transplant program, date sent, consent and practical barriers. Ask the program to confirm receipt; a center note is not proof that the program received it.
Owner: The designated dialysis team member follows up; the transplant program confirms its own receipt.
03 / Complete
Evaluation tasks and decision
Keep a nonclinical list of appointments, records, tests, and questions the program identifies. Do not infer eligibility from a task list. The program explains its decision and requirements.
Owner: The transplant program decides candidacy; the patient and dialysis team coordinate questions and support.
04 / Confirm
Waitlist status and follow-up
Ask the transplant program to confirm active or inactive status and what must happen next. Continue education and barrier support while the person waits or considers another path.
Owner: The transplant program confirms listing status; the dialysis team supports the documented plan.
Name the responsible actor.
A workflow note becomes useful when it states whose information it is and who can change it.
Patient or caregiver
Shares questions, preferences, barriers, and consent decisions.
Dialysis facility
Provides education, assessment, plan-of-care documentation, referral follow-up, and communication within its responsibilities.
Transplant program
Performs evaluation, decides candidacy, and confirms listing status and program requirements.
CMS or survey vendor
CMS defines and calculates applicable measures; an approved vendor independently administers ICH CAHPS.
The data boundary
This proposal uses a nonclinical status vocabulary. It should not store or expose protected health information in this marketing beta. A workflow prompt cannot establish eligibility, referral receipt, waitlisting, a survey response, a CMS score, or a clinical outcome.
Where the workflow may align.
The proposed actions are hypotheses to measure separately from CMS results.
PPPW and patient experience
Consistent education, interest capture, referral follow-up, evaluation-task support, barrier resolution, and status verification may strengthen the work that precedes waitlisting. The revised 2026 ICH CAHPS treatment-choice and information topics can inform plain-language conversations.
CMS participation requirements include interdisciplinary assessment and plan-of-care work involving modality choice, transplant-referral planning and tracking, education, and communication. This proposal may support consistency; it does not make a facility compliant. The facility remains responsible for clinical judgment, documentation, reporting, and care.
Transportation, housing, insurance, caregiving, food, language, and digital access can interrupt evaluation and follow-up.
Route a barrier to the appropriate local staff member and record the agreed next action. CMS removed its social-driver measures beginning with PY 2027; barrier support remains valuable, but it must not be sold as QIP points. CMS: CY 2026 ESRD PPS Final Rule Fact Sheet
Review questions
Can the patient explain the current stage?
Is one person responsible for the next check?
Can the source of a status answer be identified?
Is the workflow accessible and understandable?
What this does not promise.
Transplant Check cannot guarantee a QIP Total Performance Score, PPPW, either Care Compare star rating, an ICH CAHPS result, a referral or evaluation outcome, waitlisting, transplant, hospitalization, survival, or quality of life. Workflow completion should be measured first and reviewed independently from CMS and clinical outcomes.