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Learn how to effectively implement EHR workflow with tips from our experts.
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©2012 The HIT Community, LLC. All Rights Reserved. 1
The Health Information Technology Community
EHR Workflow: Easy, high-impact changes for accelerating implementation success
©2012 The HIT Community, LLC. All Rights Reserved. 2
Michael Levinger• President, CEO and Co-founder of The HIT
Community • 30+ years of experience in the successful
use of mission-critical software including EHRs and Health Information Technology
• On the faculty of Boston University teaching a masters degree course on Electronic Health Records
• Serves as the Health IT “Ask the Expert” for Pri-Med
• Member of Massachusetts REC workgroup on Health IT Workforce Development
©2012 The HIT Community, LLC. All Rights Reserved. 3
Welcome!
©2012 The HIT Community, LLC. All Rights Reserved. 4
The HIT Community Services
Create and manage online collaboration solutions
Manage public, sponsored nation-wide online communities
Consulting services on communications & collaboration strategies and online social communities & media
Supported by data analytics
©2012 The HIT Community, LLC. All Rights Reserved. 5
Agenda
• Overview of workflow Re-engineering• Healthcare processes impacted by EHR
deployment• Workflow re-engineering of healthcare
processes• Critical Success Factors• Questions & Answers
©2012 The HIT Community, LLC. All Rights Reserved. 6
Polling Question
• Put in polling question from last time on where attendees are in the EHR deployment process
©2012 The HIT Community, LLC. All Rights Reserved. 7
Healthcare Clinical Processesworkflow: n., in an office or industrial organization, the sequence of processes through which a piece of work passes from initiation to completion - Oxford English Dictionary
©2012 The HIT Community, LLC. All Rights Reserved. 8
Laundry Process
= Success!
©2012 The HIT Community, LLC. All Rights Reserved. 9
Example:Laundry Process
What is what we’re told we should do? (Perceived As-Is)
What do we really do? (Real As-Is)
What should we do? (Should-Be)
©2012 The HIT Community, LLC. All Rights Reserved. 10
Common Workflow Improvement Methodologies
• Total Quality Management (TQM)
• Business Process Re‐engineering (BPR)
• Plan‐Do‐Check‐Act (PDCA)
• Six Sigma
• LEAN Systems
• LEAN Six Sigma
©2012 The HIT Community, LLC. All Rights Reserved. 11
Polling Question
• Have you ever done a structured business process redesign?– Yes– Now
©2012 The HIT Community, LLC. All Rights Reserved. 12
EHR & Healthcare ProcessesPeople &
CommitmentPeople &
Commitment
ProcessProcess
TechnologyTechnology
BusinessBusinessGoals
&Metrics
©2012 The HIT Community, LLC. All Rights Reserved. 13
Major Healthcare Processes
Clinical Business
©2012 The HIT Community, LLC. All Rights Reserved. 14
Major Healthcare Processes
Clinical BusinessTime management and scheduling
Reviewing diagnostic test results and clinical documents
Diagnostic test ordering
Patient encounter documentation
Electronic prescribing
Electronic signature
Clinical decision support
Disease management
Data analysis and report generation
Patient education
©2012 The HIT Community, LLC. All Rights Reserved. 15
Major Healthcare Processes
Clinical BusinessTime management and scheduling
Reviewing diagnostic test results and clinical documents
Diagnostic test ordering
Patient encounter documentation
Electronic prescribing
Electronic signature
Clinical decision support
Disease management
Data analysis and report generation
Patient education
Registration/Check-in
Schedule
Clinical encounter
Patient education
Billing
Patient Check-out
©2012 The HIT Community, LLC. All Rights Reserved. 16
Conducting a workflow evaluationAgency for Healthcare Research and Quality identified 6 major categories of impact on workflow
1. Reminders, alerts, and reports that, when provided, increased efficiency and improved workflow.
2. Administrative and clinical workflow, and work/job design that have positive and negative impacts on workflow and job content
3. Patient-provider consequences of the health IT system that affected workflow
4. Interface design that affected job content and workflow
5. System integration that, in all cases, positively affected workflow
6. Planning activities and their impact on workflow
Carayon P, Karsh B‐T, Cartmill RS, et al. Incorporating Health Information Technology Into Workflow Redesign‐‐Summary Report. (Prepared by the Center for Quality and Productivity Improvement, University of Wisconsin–Madison, under Contract No. HHSA 290‐2008‐10036C). AHRQ Publication No. 10‐0098‐EF. Rockville, MD: Agency for Healthcare Research and Quality. October 2010
©2012 The HIT Community, LLC. All Rights Reserved. 17
Question
What are key processes you feel you need to redesign as part of your EHR Implementation?- Patient Check-in- Intake- Exam- Diagnosis- Order Entry – Diagnostic or Treatment- Prescribing- Patient Check-out- Insurance Claim- Other
©2012 The HIT Community, LLC. All Rights Reserved. 18
Easy Workflow Re-design Steps
1. Identify what is the workflow and its key process steps?
2. What is key information needed at each process step?
3. What people are involved for each process step?
4. What EHR functionality is used for each key process step?
5. What are the benefits from changing/improving the workflow?
©2012 The HIT Community, LLC. All Rights Reserved. 19
Easy Workflow Re-design Steps
1. Identify what is the workflow and its key process steps?
2. What is key information needed at each process step?
3. What people are involved for each process step?
4. What EHR functionality is used for each key process step?
5. What are the benefits from changing/improving the workflow?
Diagnostic Test Ordering – Example BPR
©2012 The HIT Community, LLC. All Rights Reserved. 20
Create and Submit Lab Order
Get Acknowledgement
Order OK?Electronic Signature
Receive ResultsNeed More
Labs?Enter Into EHR Inform Patient
YesNo
NoYes
Diagnostic Test Ordering – Example BPR
•Order Sets•Order Protocols•Lab System (LIMS) Interface
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Electronic Signature
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Lab System (LIMS) Interface
•Patient Communication
•Physician•Nurse•Lab
•Physician•Nurse•Lab
•Physician•Nurse
•Physician •Physician•Nurse•Lab
•Physician •Physician•Nurse•Admin Staff
•Physician•Nurse•Patient
•Diagnosis•Possible labs
•Lab acknowledgement
•Original Lab Order•Lab Ack.•Diagnosis
•Physician ID •Original Lab Order•Lab Results•Diagnosis
•Original Lab Order•Lab Results•Diagnosis
•Lab Results•Diagnosis
•Patient Info•Lab Results•Diagnosis
•Faster•Less Error Prone
•Faster•More available
•Faster•Less Error Prone
•Safer•Faster
•Faster•Greater availability
•Faster•Less Error Prone
•Faster•Greater availability
•Faster•Greater availability•Improved Communication
Data Needed
Who is involved?
EHR Functionality
Benefit
Workflow
©2012 The HIT Community, LLC. All Rights Reserved. 21
Create and Submit Lab Order
Get Acknowledgement
Order OK?Electronic Signature
Receive ResultsNeed More
Labs?Enter Into EHR Inform Patient
YesNo
NoYes
Diagnostic Test Ordering – Example BPR
•Order Sets•Order Protocols•Lab System (LIMS) Interface
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Electronic Signature
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Lab System (LIMS) Interface
•Patient Communication
•Physician•Nurse•Lab
•Physician•Nurse•Lab
•Physician•Nurse
•Physician •Physician•Nurse•Lab
•Physician •Physician•Nurse•Admin Staff
•Physician•Nurse•Patient
•Diagnosis•Possible labs
•Lab acknowledgement
•Original Lab Order•Lab Ack.•Diagnosis
•Physician ID •Original Lab Order•Lab Results•Diagnosis
•Original Lab Order•Lab Results•Diagnosis
•Lab Results•Diagnosis
•Patient Info•Lab Results•Diagnosis
•Faster•Less Error Prone
•Faster•More available
•Faster•Less Error Prone
•Safer•Faster
•Faster•Greater availability
•Faster•Less Error Prone
•Faster•Greater availability
•Faster•Greater availability•Improved Communication
Data Needed
Who is involved?
EHR Functionality
Benefit
Workflow
©2012 The HIT Community, LLC. All Rights Reserved. 22
Create and Submit Lab Order
Get Acknowledgement
Order OK?Electronic Signature
Receive ResultsNeed More
Labs?Enter Into EHR Inform Patient
YesNo
NoYes
Diagnostic Test Ordering – Example BPR
•Order Sets•Order Protocols•Lab System (LIMS) Interface
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Electronic Signature
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Lab System (LIMS) Interface
•Patient Communication
•Physician•Nurse•Lab
•Physician•Nurse•Lab
•Physician•Nurse
•Physician •Physician•Nurse•Lab
•Physician •Physician•Nurse•Admin Staff
•Physician•Nurse•Patient
•Diagnosis•Possible labs
•Lab acknowledgement
•Original Lab Order•Lab Ack.•Diagnosis
•Physician ID •Original Lab Order•Lab Results•Diagnosis
•Original Lab Order•Lab Results•Diagnosis
•Lab Results•Diagnosis
•Patient Info•Lab Results•Diagnosis
•Faster•Less Error Prone
•Faster•More available
•Faster•Less Error Prone
•Safer•Faster
•Faster•Greater availability
•Faster•Less Error Prone
•Faster•Greater availability
•Faster•Greater availability•Improved Communication
Data Needed
Who is involved?
EHR Functionality
Benefit
Workflow
©2012 The HIT Community, LLC. All Rights Reserved. 23
Create and Submit Lab Order
Get Acknowledgement
Order OK?Electronic Signature
Receive ResultsNeed More
Labs?Enter Into EHR Inform Patient
YesNo
NoYes
Diagnostic Test Ordering – Example BPR
•Order Sets•Order Protocols•Lab System (LIMS) Interface
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Electronic Signature
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Lab System (LIMS) Interface
•Patient Communication
•Physician•Nurse•Lab
•Physician•Nurse•Lab
•Physician•Nurse
•Physician •Physician•Nurse•Lab
•Physician •Physician•Nurse•Admin Staff
•Physician•Nurse•Patient
•Diagnosis•Possible labs
•Lab acknowledgement
•Original Lab Order•Lab Ack.•Diagnosis
•Physician ID •Original Lab Order•Lab Results•Diagnosis
•Original Lab Order•Lab Results•Diagnosis
•Lab Results•Diagnosis
•Patient Info•Lab Results•Diagnosis
•Faster•Less Error Prone
•Faster•More available
•Faster•Less Error Prone
•Safer•Faster
•Faster•Greater availability
•Faster•Less Error Prone
•Faster•Greater availability
•Faster•Greater availability•Improved Communication
Data Needed
Who is involved?
EHR Functionality
Benefit
Workflow
©2012 The HIT Community, LLC. All Rights Reserved. 24
Create and Submit Lab Order
Get Acknowledgement
Order OK?Electronic Signature
Receive ResultsNeed More
Labs?Enter Into EHR Inform Patient
YesNo
NoYes
Diagnostic Test Ordering – Example BPR
•Order Sets•Order Protocols•Lab System (LIMS) Interface
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Electronic Signature
•Lab System (LIMS) Interface
•Clinical Decision Support•Order Protocols
•Lab System (LIMS) Interface
•Patient Communication
•Physician•Nurse•Lab
•Physician•Nurse•Lab
•Physician•Nurse
•Physician •Physician•Nurse•Lab
•Physician •Physician•Nurse•Admin Staff
•Physician•Nurse•Patient
•Diagnosis•Possible labs
•Lab acknowledgement
•Original Lab Order•Lab Ack.•Diagnosis
•Physician ID •Original Lab Order•Lab Results•Diagnosis
•Original Lab Order•Lab Results•Diagnosis
•Lab Results•Diagnosis
•Patient Info•Lab Results•Diagnosis
•Faster•Less Error Prone
•Faster•More available
•Faster•Less Error Prone
•Safer•Faster
•Faster•Greater availability
•Faster•Less Error Prone
•Faster•Greater availability
•Faster•Greater availability•Improved Communication
Data Needed
Who is involved?
EHR Functionality
Benefit
Workflow
©2012 The HIT Community, LLC. All Rights Reserved. 25
Doctor Office Visit Process StepsArea Task
Check in Make appointmentCheck in Check in with receptionistCheck in Look up patient informationCheck in Update formCheck in Verify insuranceCheck in Co-Pay Intake You waitIntake Nurse comes and gets youIntake Takes you to exam roomIntake Takes VitalsIntake Enters into health record - electronic or paper chartIntake Gets symptomsIntake Exam processIntake Nurse LeavesIntake Wait againExam Doctor looks at recordExam Review symptoms, vitals, etc. (SOAP)Exam Do tests and/or do orders (lab, radiology, etc.)Exam Get results via fax, electronically, phone or otherExam & Checkout Review resultsExam & Checkout DiagnosticsExam & Checkout Treatment planCheckout Inform PatientCheckout Follow up actions (schedule follow-up visit, referral, prescription, etc.)Checkout Billing
©2012 The HIT Community, LLC. All Rights Reserved. 26
Medication Refill Process
• Original Workflow• 16 Process Steps• Substantial staff
involvement• Multiple Decision
Points
Source: California Healthcare Foundation Workflow Analysis: EHR Deployment Techniques by S.A. Kushinka, M.B.A. , Full Circle Projects. January 2011
©2012 The HIT Community, LLC. All Rights Reserved. 27
MedicationRefill Process
• Post workflow redesign
• Now 7 steps• Substantially less
staff involvement
Source: California Healthcare Foundation Workflow Analysis: EHR Deployment Techniques by S.A. Kushinka, M.B.A. , Full Circle Projects. January 2011
©2012 The HIT Community, LLC. All Rights Reserved. 28
Polling Question
What are some of the benefits that might come from workflow re-design in healthcare?• Reduced staff time• Reduced out-of-pocket costs• Faster• Better clinical care• Safer clinical care• Better patient satisfaction• Other
©2012 The HIT Community, LLC. All Rights Reserved. 29
Workflow Redesign – Success Factors• You need a team:
– Of staff doing the work– Multidisciplinary– Include everyone involved in the process– Unemotional– Unbiased– Not “blaming”
• Focus on the “real” work flow – not the expected or prescribed workflow
• Workflow redesign should be an integral part of EHR implementation
• Get to the root cause of inefficiencies• KISS
©2012 The HIT Community, LLC. All Rights Reserved. 30
THE HIT COMMUNITY
©2012 The HIT Community, LLC. All Rights Reserved. 31
HITC Communities
Public HITC Communities
• Shared Knowledge used in Multiple
Communities
• Information to Engage Members
• Member Connections & Engagement
Managed Community• Standard Community Above
• Community Access Control
• Community Activity Reporting
• Plus Part-time HITC Community Manager
Standard Community• Public & Private Groups
• Content Management Tools
• Community Framework
• Community Site Operations
• Training Tools to Manage Community
• Integrated with HITC Public Communities
Other Services
• White Papers
• Webinars
• Learning Programs
• Email Programs
• Content Marketing Programs
• Data Analytics
• Consulting
©2012 The HIT Community, LLC. All Rights Reserved. 32
The HIT Community• Partners with providers, RECs, QIOs and other organizations• Provides a ready-to-go knowledge and collaboration solution-
Tools / Data / Expertise• The expertise to succeed:
– Knowledge sharing, collaboration and communication experts -How to create conversation, engage members, and collaborate to achieve results
– Expertise in online knowledge, communication and collaboration tools– Quantify results – healthcare performance measures and data analytics
Voice of the people - Our mission is to help all healthcare providers through critical healthcare industry inflection points.
©2012 The HIT Community, LLC. All Rights Reserved. 33
Questions?
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