presentation
J
E.H.R.
E
O
R
P
A
D
Y
Planning &
Education
Workflow
Analysis &
Redesign
Configuration,
Testing &
Training
Go Live
& Post
Implementation
Planning & Education
Question 1:
Which one does not belong on the project team?
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
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 ameyers@institute2000.org
860-219-0198
Kathy Cresswell
Director of Business Operations/Applications kcresswell@institute2000.org
845-255-3435 x312
