Vendor Selection and Understanding the EHR Marketplace Health Information Technology Toolkit for Chiropractic Offices Presenter • Margret Amatayakul RHIA, CHPS, CPHIT, CPEHR, FHIMSS President, Margret\A Consulting, LLC Schaumburg, IL • Independent consultant, who focuses on achieving value from electronic health records, HIPAA/HITECH, and health information exchange. Developer of tools in Toolkit • Adjunct faculty College of St. Scholastica, Duluth, MN, masters program in health informatics • Founder and former executive director Computer-based Patient Record Institute, associate executive director AHIMA, associate professor University of Illinois • Active participant in standards development, former HIMSS BOD, and co-founder of and faculty for Health IT Certification 2 Stratis Health ● Stratis Health is a nonprofit organization that leads collaboration and innovation in health care quality and safety, and serves as a trusted expert in facilitating improvement for people and communities ● Stratis Health works toward its mission through initiatives funded by federal and state government contracts, and community and foundation grants, including serving as Minnesota’s Medicare Quality Improvement Organization (QIO) ● Stratis Health operates the Health Information Technology Services Center for health care organizations seeking to use health information technology in support of their clinical transformation 3 Agenda • What are you buying? • Vendor state of affairs • Interoperability • Requirements analysis • Going to market with request for proposal • Key differentiators • Due diligence • Contracting 4 What are you buying? EHR Migration Path Timeline Current Goals Applications: - Financial/ Administrative - Operational - Clinical Technology - Database - Network & Infrastructure - Interfaces Operations - People - Policy - Process R-ADT/MPI Patient Accounting Payroll/T&A Laboratory IS Pharmacy IS Home Health IS Results Retrieval D.M. Registry Frame Relay IT Director Phase I Phase II Phase N Support ambulatory Patient safety Quality of care PM System Radiology IS EDMS Order Communication Provider Portal E-prescribing POC Documentation BC-MAR PACS CPOE Ambulatory EHR CDR WLAN Tablets T1 Unit Dose Packager 1 FTE Pharmacist Retail Pharmacy Readiness Critical Pathways Clinical Guidelines Copyright © 2009, Margret\A Consulting, LLC. Used with permission of author. 5 Reality for Many Small and Rural Communities • Buy from incumbent – What incumbent offers • Or – Depend on standalone systems – Utilize expensive interfaces – Wait for the vendor to catch up 6 Vendor State of Affairs/CCHIT (Certification Commission for Health Information Technology) Total Number of Ambulatory EHR Vendors CCHIT CCHIT Certified # EHR vendors w/same name as previous year on annual EHR market survey 250 Estimates 24 Acute Care EHR Vendors CCHIT Certified 0 200 150 100 50 LTC # Vendors* 2005 2008 No CCHIT Certification •Source: Provider 1995 1997 1999 2003 2008A 2008H LTC Copyright © 2009, Margret\A Consulting, LLC. Used with permission of author. 7 Interoperability vs. Functionality Interfaced Integrated Connected 180 pages of functional requirements 8 Institute of Medicine EHR Core Functionality • Health Information & Data • Results Management • Order Entry/Management • Decision Support • Electronic communication & connectivity • Patient support • Administrative processes • Reporting & population health management ● Describes detailed www.nap.edu/catalog/10781.html functionality along ● For: o Hospitals a timeline: o 2004-5 o 2006-7 o 2008-10 o Ambulatory o Long term care o Care in the community (personal health records) 9 HL7 EHR – System Functional Model (www.hl7.org/ehr) • Direct Care – Care management – Clinical decision support – Operations management & communication • Information infrastructure • Supportive – Clinical support – Measurement, analysis, research & reports – Administrative & financial Initial focus of CCHIT certification for ambulatory care (www.cchit.org) – Security – Health record information & management – Registry & directory services – Standard terminologies & terminology services – Standards-based interoperability – Business rules management – Workflow management 10 CCHIT 2007 Hospital Certification Specialty Clinical Applications Intensive Care Perioperative/ Surgical Cardiology Oncology Emergency Medicine Labor & Delivery Departmental Clinical Applications Imaging Blood Bank Inpatient Pharmacy Lab Dietary/ Nutrition Radiology Core Clinical Applications Clinical Documentation CPOE EMAR Results Management Reporting EHR Foundation R-ADT, Order Communication Medicine Dispensing Devices Robotics Smart Infusion Pumps Monitoring Equipment “Smart” Peripherals Copyright © 2005-8, Margret\A Consulting, LLC. Used with permission of author. 11 Do Your Own Functional Requirements Analysis • Work flow and process mapping • Goal setting • Scenario development • Use case analysis • • • • • • Performance-based RFP Due diligence Contract System build Testing and Training Benefits realization 12 Triangulate Information from Product Resources to Narrow Field • Trade publication product lists • Web searches • Professional organization trade shows • User groups • Recommendation lists • Peer experience • Recognition or award programs • Product certification – Self-reported, but most complete and permits side-by-side review – Likely to reveal most aggressive vendors with no side-by-side screening capability, but often provides demos – Good way to get educated on the “possible” but may include an eclectic mix of established vendors and those only exploring the marketplace – Provides “bird’s eye view” of many users outside the context of a selection process and may yield great objectivity and potential candidates for due diligence – Compiled by professional organizations or other groups for specific purposes – Interesting but criteria may not match yours; positive experience is good to know, negative experience may be unique and due to poor planning – Some are more objective than others, but consistency in appearance is helpful – Certification Commission for Healthcare Information Technology – Proprietary vendors of product analysis tools are also resources 13 Used with permission of Medical Strategic Planning Copyright © 2005-8, Margret\A Consulting, LLC. Used with permission of author. 14 *Key Differentiators Copyright © 2009, Margret\A Consulting, LLC. Used with permission of author. 15 Due Diligence • Functionality is very important, and vendors under consideration should provide type of functionality you want. For example, don’t look at a vendor that only supplies clinical messaging or document management if you want full EHR functionality • Other factors are also very important, for example: – What is the vendor’s reputation for help with implementation and ongoing support? • Does the vendor provide local support? Is there an established local presence of users to provide community support? – How long has the vendor been in business? • With a dynamic marketplace, the vendor should have at least survived their initial few years • But the trade off in acquiring an EHR from a long-established vendor may not be the latest technology or most comprehensive clinical functionality! • Check these other characteristics through performance-based demonstrations, site visits, and reference checks; but . . . 16 Contract Negotiation • Negotiation is an iterative process of give and take • Do not plan to work out details after contract is signed. There is no leverage after contract signing • Get it in writing. What you are told in demos, see on site visits, or are promised by sales staff have no contractual impact. • Maintain validity of business points • Keep a list of contract issues and resolutions • Read and verify the final contract version prior to signing • Manage to the contract Vendor Buyer Down payment 50% 10% Software install 25% 10% # days after software install 25% Schedule Completion of training 20% Completion of testing 20% Go live 20% 90 days after go live 20% Price is an offer to sell Cost is what you pay to vendor Total cost of ownership is all costs Payment is transfer of funds. Value is what you get 17 Questions to Consider . . . • What are you planning to acquire next to help you enhance your clinical information systems? • Are you planning to go to market? – If not originally, how might doing so help you? – If so, how can you avoid analysis paralysis in light of so many vendor offerings? • If you decide not to go to market, will you do some due diligence before acquiring the next component from your incumbent to assure you have the technology, people, policy, and process in place to support your new acquisition? 18 For More Support Contact: Stratis Health 2901 Metro Dr., Suite 400 Bloomington, MN 55425 952-854-3306 1-877-787-2847 (toll free) www.stratishealth.org Copyright © 2011 Stratis Health. Funded by Chiropractic Care of Minnesota, Inc. (ChiroCare), www.chirocare.com __________________________________________________________________________________________ Adapted from Stratis Health’s Doctor’s Office Quality – Information Technology Toolkit, © 2005, developed by Margret\A Consulting, LLC, and produced under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. For support using the toolkit Stratis Health Health Information Technology Services 952-854-3306 info@stratishealth.org www.stratishealth.org 19