HIM Life Cycle Standards

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HIM
New Roles, New Futures
Candace J Gibson, PhD, CHIM
Assistant Dean, BMSUE
The Health Information
Management Lifecycle
HIM STANDARDS – A NEW
DOMAIN OF PRACTICE
CHIMA – Domains of Practice
Data Quality
Privacy
e-HIM
HIM Standards
HIM Lifecycle
IM
Planning
Data
Collection,
Receipt,
Capture
Evaluation
Health
Information
Management
Lifecycle
Disposition/
Organization
Destruction
Maintenance &
Protection
(Security)
Access, Use,
and
Disclosure
Stage 1: IM Planning
 Information strategies
 IM governance and accountability frameworks
 Legislation and regulations governing health
information
- Policies and procedures for the access and privacy
of information
- Retention and destruction policies
 Information classification systems
 Education framework; staff competencies and
training requirements
 Measurement/Evaluation
Stage 2: Data collection, receipt
and capture
 Data quality frameworks
 Data standards (coding and classification, acceptable
medical abbreviations)
 Clinical documentation standards
 Security procedures
 Authentication requirements
 Version controls
 Need to refer back to IM governance and
accountability frameworks (including local,
provincial and national requirements for data
collection); Multi-jurisdictional IM plans
Stage 3: Organization
 Following the departmental IM plan
 Information models (the qualitative and quantitative
analysis of the record for completeness, accuracy,
integrity and consistency)
 Information classification system framework
 Information architecture
 Documentation standards
 Stewardship and ownership
 Security procedures
 Authentication requirements
 Version controls
Stage 4: Access, use, and disclosure
 Provide right environment for easy access to timely,
accurate, and available information within security
and privacy guidelines and legislation
 Includes uses for clinical diagnostic and therapeutic
purposes; quality performance assessment;
planning, managing, and deploying health services;
business analysis; accreditation; research and
education
 Patient access and request for changes to
information
 Rules for access and disclosure
Stage 5: Maintenance & Protection
 Retention plans (and local, provincial retention
requirements)
 Records disposal/destruction plan
 Security of information; referral to access and
privacy policy and procedures
 Transfer of records, if applicable
 Disaster recovery plan (including essential records)
 Information models
 Documentation standards
Stage 6: Disposition
 When is a record / information deemed non-active?
 Implementing decisions on retention and
disposition of records
- See policies on retention as outlined in Stage 5
 Methods of destruction
- Physical destruction
- Digital destruction
 Tracking of completed disposition actions
 Discontinuing records systems
 Recovery of destroyed records
Stage 7: Evaluation
 Purpose of Evaluation
- An ongoing part of the cycle - for continuous improvement.
- How effective are our IM strategies and processes?
- Incorporate changes in standards or legislation, or
information technology, or information sharing
arrangements.
 Process of Evaluation / Evaluation Frameworks
 Metrics used
- Performance should be compared against benchmarks
established in Stage 1 and based on information gathered
through re-abstraction studies or other data quality control
procedures (e.g., turn-around times, record completion
rates, outcomes of re-abstraction studies).
- Sharing best practices across organizations
Building a Career Roadmap
HIM CAREER MATRIX
Our Approach
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Background
Research approach
Analysis
Draft career matrix
New Roles – from work with AHS
Category
Service Scope
The data capture service performs all tasks associated with
the capture of health data. This Includes data coded
directly from clinical documentation or auto-coded using
systems for that purpose, voice and speech recognition
systems and scanning or creating a digital image of text
based documents. This service will perform audits of the
service functions to ensure that best practice and current
standards are implemented.
Information Integrity
This service evaluates the integrity of health information
holdings, identifies risks and implements risk mitigation
strategies. This service will respond to inquiries into
information integrity and complete an auditing role for both
internal and external requests.
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Health information Safety Officer
(includes hybrid record)
Data Integrity Specialist
Risk Management Analyst
Forensic Investigation Officer
Managing the systems responsible for the unique
identification of consumers, providers, organizations and
services.
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Data Quality Analyst
Data Integrity Specialist
Identity Management Coordinator
Data Capture
Identity
Management
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New Roles/Titles
Clinical Data Specialist
Data Profiler
Research Associate
Concurrent Coding Specialist
Code Mapping Specialist
Data Mapping Specialist
Clinical Data Analyst
Central Intake Coordinator
New Roles (cont’d)
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Information Management Liaison
Standards Coordinator
Policy Analyst
Auditor
Information
Management
Governance
Using best practices and information management
principles, this service develops, maintains and monitors
the accountability framework for information. It includes
policies, processes, standards and metrics to ensure
unified data and information, as well as efficient,
effective and secure information assets.
Content
Compliance

Management of the clinical content to ensure meets

information management best practices including
performing quality assurance audits on the content. This 
is the bridge between the provider content for clinical
need, and the information needs of the organization as
well as internal and external stakeholders.
Content Management Expert
Compliance Officer
Process Improvement Engineer

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Data Modeler
Health Information Semantics
Content Expert
Clinical Terminology Standards
Specialist
Information/Knowled Developing, auditing, evaluating, maintaining and
mapping clinical information and knowledge assets.
ge Asset
Management

New Roles (cont’d)
Access, Disclosure
and Retention
Protect and promote data and information privacy for
consumers, providers, users, and the organization.
Manage the access, disclosure, retention, archiving and
destruction of Personal Health Information from
organizational systems.
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Release of Information Analyst
Access and Disclosure Specialist
Request Coordinator
Privacy Officer
Consumer Support
Promotes excellent public relations by fostering and
maintaining positive communication with customers in
the areas of the Personal Health Record (PHR) and
Registration Systems (registration, booking, registries, selfregistration)
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Information Broker
Registry Agent
Portal Agent
Customer Service Agent
Information
Analysis and
Business
Intelligence
Information needs are identified and data is collected
and analyzed. Utilization management and quality
improvement practices are supported and enhanced
via the services offered. Data analytics, clinical trials ,and
research studies are areas of focus.

Health Information and
Performance Analyst
Decision Support Analyst
Process Improvement Specialist
Consultant, Clinical Performance
Health Analyst
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Levels
Level
Definition
Masters
10+ yrs higher level HIM experience
Proven senior leadership & executive level experience
Masters degree required
PhD for academic roles
CHIM certification
Additional certifications as required (e.g., accounting, PMP)
Advanced
7+ yrs higher level HIM experience
Proven leadership experience
Masters degree an asset; minimum Bachelor’s degree
CHIM certification
Additional certifications as required
Intermediate
3 – 7 yrs HIM experience
Bachelor's degree or diploma
CHIM certification
Additional certifications may be required
Entry
0 – 3 years experience
CHIM certification
Bachelor’s degree or diploma
Bringing it all together
Health
Information
Information
Governance
Analytics &
Research
The use of health Develops,
data to
maintains &
strengthen
monitors the
clinical programs accountability
of care, health framework
system mgmt & for
pop., public
information.
health, and
research. (CIHI
definition, 2013)
Business
Information HIM
Intelligence & Management Standards
Sustainability
Privacy &
Security
HIM Education
The sharing of Capture and Standards
lessons
use of health supporting
learned,
data for
health
integration and improved
information
continuous
performance, management.
improvement competitive For example,
and
advantage, terminology
sustainability of innovation, asset
the
planning & management,
organization. performance. Standards
Includes
development
records
specific to
management, HIM.
data quality,
monitoring &
auditing.
Privacy,
HIM curriculum
security, &
development,
confidentiality teaching, &
of
research.
information.
Privacy and Security
Level
Access, Disclosure, and Retention
Master
Chief Privacy Officer (Enterprise)
Exp = 10 years; Proven senior leadership & executive level
experience
Ed = Masters, CHIM, Privacy Certification
Advanced
Access & Privacy Manager (HIM)
Exp = 7+yrs; Proven leadership experience
Ed = Bachelor or Masters, CHIM, Privacy Certification
Intermediate
Entry
Access & Disclosure Specialist
Exp = 5 yrs
Ed = Diploma or Bachelor’s, CHIM, Privacy Certification
Request Coordinator
Exp = 2 yrs
Ed = Diploma or Bachelor’s, CHIM
Health Information Analytics
Level
Master
Advanced
Intermediate
Entry
Data Analytics and Research
VP, Analytics and Informatics
Exp = 10 yrs +; Proven senior leadership & executive level experience
ED = MSc or PhD
Director, Health Analytics
Exp = 7 yrs; Proven Leadership experience
Ed = MSc
Statistical Information Supervisor; Biostatistician
Exp = 7 yrs; proven leadership experience
Ed = MSc; 2 yr CGA or CMA
Research Associate
Exp = 3 – 5 yrs
Ed = Bachelor or Masters
Decision Support Analyst
Exp = 3 – 5 yrs
Ed = Bachelors or Masters, CHIM
Data Analyst - Health Information & Performance
Exp = 1-3 yrs
Ed = Bachelor, diploma, CHIM
Research Assistant
Exp = 1-3 yrs
Ed = Bachelor, diploma, CHIM
Business Intelligence & Sustainability
Level
Business Intelligence
Master
Vice President, Business Intelligence
Exp = 10 yrs, Proven Senior Leadership & Executive
level experience
Ed = MBA, CHIM
Advanced
Director of Knowledge Translation
Exp = Proven Leadership level experience
Ed = Masters, CHIM
Intermediate
Business Intelligence Analyst
Exp = 5 yrs
Ed = Masters an asset, CHIM, additional business courses
Entry
Junior Business Analyst
Exp = 2 yrs
Ed = CHIM
HIM Career Matrix
HIM Transition Roadmap
AHIMA Career Matrix
http://hicareers.com/careermap/
Example: Privacy
Example: Data Analytics
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