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 • • • • 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. 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. Data Quality Analyst Data Integrity Specialist Identity Management Coordinator Data Capture Identity Management 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) 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 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. 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) 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 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