presentation

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J

E.H.R.

E

O

R

P

A

D

Y

Planning &

Education

Q1

Workflow

Analysis &

Redesign

Configuration,

Testing &

Training

Go Live

& Post

Implementation

Q1

Q1

Q1

Q2

Q3

Q4

Q2

Q3

Q4

Q2

Q3

Q4

Q2

Q3

Q4

Q5 Q5

Q5

Q5

Planning & Education

Question 1:

Which one does not belong on the project team?

1. Project Manager

2. Champion Users

3. Subject Matter Experts

4. Trainers

5. Technical Support

6. Butcher

Planning & Education

Answer 1:

6. Butcher

Implementation Planning –

Project Team Defined

Project Manager

Champion Users

Subject Matter Experts

Trainers

Technical Support

Planning & Education

Question 2:

Define the difference between a

Phased vs. a Big Bang implementation?

Planning & Education

Answer 2:

Phased - site by site install

Big Bang - all sites at once

Phases of Implementation

Planning & Education

Work Flow Analysis & Redesign

Configuration, Testing & Training

Go Live & Post Implementation

Planning & Education

Question 3:

Issue tracking, project plan, newsletter are examples of what?

Planning & Education

Answer 3:

Project documentation

Issue Tracking Example

Project Plan

Planning & Education

Question 4:

True or False:

It is necessary to provide the Project Team with a training of the E.H.R. being implemented.

Planning & Education

Answer 4:

TRUE!

Planning & Education

Question 5:

What is the biggest hurdle staff need to overcome when they begin using an

E.H.R.?

A: Using a computer

B: Familiarizing themselves with the new electronic workflows

C: Remembering their user names/passwords

D: All of the Above

Planning & Education

Answer 5:

A: Using a computer

Basic Computer Skills Training

Basic Computer Skills Training

Basic Computer Skills Training

Basic Computer Skills Findings

Workflow Analysis & Redesign

Question 1:

Rate the importance of documenting

"paper workflows" when beginning your workflow analysis?

1-Not important

2-Somewhat important

3-Important

4-Very Important

5-Critically Important

Workflow Analysis & Redesign

Answer 1:

5-Critically Important

Workflow Analysis & Redesign

Question 2:

Yes or No:

Is it important to consider

Integration between Front

Office and Back office when reviewing workflows?

Workflow Analysis & Redesign

Answer 2:

Yes!!

Workflow Analysis

Follow-up Work Queues

Start

Patient is scheduled with an appointment

Patient Arrives,

Registration is performed.

Patient is Checked In.

Next Responsible Party processing, if necessary

Physician documents the encounter

Payments, Adjustments, and Denials posted to the Account.

Payment and/or EOB is received.

Clean Claims submitted to insurance

Electronic or Paper

Clean claims move on.

Dirty claims go to Claim Edit Work Queues.

Charges Reviewed based on rules..

Clean Charges go to A/R

Dirty Charges go to

Charge

Review Work Queue

Bill/Claim Processing occurs.

Claims are reviewed by edit checks.

Workflow Analysis & Redesign

Question 3:

True or False:

Site visits should be interactive.

Workflow Analysis & Redesign

Answer 3:

True!

Workflow Analysis & Redesign

Question 4:

Which items do not need to be collected during the site visits:

A: Staffing Numbers by Discipline

B: Paper Encounter Forms

C: Flow Sheets

D: Lunch orders

Workflow Analysis & Redesign

Answer 4:

D. Lunch Orders

Workflow Analysis & Redesign

Question 5:

True or False:

Each site should maintain unique operational and clinical workflows.

Workflow Analysis & Redesign

Answer 5:

False!

Configuration, Testing & Training

Question 1:

Rate the importance of utilizing the re-designed workflows in configuring the system for testing.

1-Not important

2-Somewhat important

3-Important

4-Very Important

5-Critically Important

Configuration, Testing & Training

Answer 1:

5-Critically Important

Configuration, Testing & Training

Question 2:

TRUE OR FALSE:

System testing should be completed by the Project

Manager.

Configuration, Testing & Training

Answer 2:

FALSE

Workflows & Testing

Workflow Revise

Verify Develop

Configuration, Testing & Training

Question 3:

YES or NO:

Is it necessary to provide training to the Non-Clinical staff (i.e. front office staff) prior to implementation?

Configuration, Testing & Training

Answer 3:

Yes!!

Non-Clinical Training

Front Office/Business Office Staff

Clinical workflow overviews

Primary focus impact on workflows

Staff concerns about job retention need to be addressed

Configuration, Testing & Training

Question 4:

Fill in the blank –

__________ is an important first step in training clinical users as it provides an opportunity for them to become familiar with navigating the system as well as documenting clinical information in the E.H.R..

1-Abstracting

2-Purchasing a GPS System

Configuration, Testing & Training

Answer 4:

Abstracting

Abstracting

Pros

Meaningful information in

E.H.R. at go-live

Reduces reliance on paper chart

Higher physician satisfaction

Improves length of visit after install of E.H.R.

Data collection on historical information possible

Challenges

VERY labor intensive

Planning/budgeting for time spent

Configuration, Testing & Training

Question 5:

Re-organize by order of importance for the training process:

1-develop training materials

2-configure dedicated training space

3-schedule training

4-schedule "Shadow Day"

Configuration, Testing & Training

Answer 5:

4,2,3,1

4-schedule "Shadow Day"

2-configure dedicated training space

3-schedule training

1-develop training materials

Clinical Training

Clinical Training

Abstracting

Provider - 4 hour sessions

Nursing – 4 hour sessions

Application Training

Provider – 8 hour sessions split into 2 days

Nursing – 8 hour sessions split into 2 days

Go Live & Post Implementation

Question 1:

TRUE OR FALSE:

You need to consider reducing physicians’ schedule load as the practice adjusts to the

E.H.R.

Go Live & Post Implementation

Answer 1:

TRUE!

Go Live & Post Implementation

Question 2:

Go live support planning should be done:

A. 10 minutes before go-live

B. The week before go-live

C. Two months before go-live

D. Never

Go Live & Post Implementation

Answer 2:

C. Two months before go-live

Go Live & Post Implementation

Question 3:

True or False:

The Project Team should be the only group meeting daily during go-live.

Go Live & Post Implementation

Answer 3:

False!

Go Live & Post Implementation

Question 4:

How soon after go live should you begin your optimization program?

A. 1 Year

B. 5 Years

C. 1 Day

D. 2 Weeks

Go Live & Post Implementation

Answer 4:

D. 2 Weeks

Go Live & Post Implementation

Question 5:

Once the first site is live with the

E.H.R. there should be no more modifications made to system configuration.

Agree or Disagree

Go Live & Post Implementation

Answer 5:

B. Disagree

Questions

Alison Meyers

Business Systems/Help Desk Manager [email protected]

860-219-0198

Kathy Cresswell

Director of Business Operations/Applications [email protected]

845-255-3435 x312

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