Section 6.4 Optimize Optimization Strategies for Clinical Decision Support Clinical decision support is a hallmark of an electronic health record (EHR) and increasingly becoming embedded in certain health information exchange (HIE) services. It is important to thoroughly plan for clinical decision support, keep the software current, and take steps to ensure alerts are appropriate, useful, and used within the context of clinical judgment. Time needed: 4 hours Suggested other tools: Section 2.4 Visioning, Goal Setting, and Strategic Planning for EHR and HIE, Section 4.7 System Build How to Use 1. Gain an appreciation for the nature of clinical decision support. 2. Understand challenges in clinical decision support development and use. 3. Ensure that steps are taken to ensure that alerts are appropriate and useful. Clinical Decision Support Clinical decision support (CDS) refers broadly to providing clinicians or patients with clinical knowledge and patient-related information, intelligently filtered or presented at appropriate times, to enhance patient care. Clinical knowledge of interest could range from simple facts and relationships to best practices for managing patients with specific disease states, new medical knowledge from clinical research and other types of information.1 Clinical decision support is intended to: Prevent errors of commission and omission Optimize choice of tests and therapies, improve adherence to guidelines, improve completion of assessments and plans of care, and optimize treatment of chronic conditions Improve the care process, including documentation, communication, and use of data for quality measurement, research, and education The most common form of clinical decision support across all forms of EHRs is the alert to drugallergy and drug-drug contraindications. But there are many other forms of clinical decision support-both active and passive: Active clinical decision support is displayed automatically, generally as an alert, reminder, required field or field edit, and message. Attributes include: o It is essentially a just-in-time notice to the clinician using the EHR to provide the user with an update or signal a potential issue. o It generally requires the user to accept or decline the support. For example, a pop-up box may appear that there is new information about the client being received from a health information exchange organization (HIO), such as an update to a medication 1 Reference: http://www.himss.org/ASP/topics_clinicaldecision.asp Section 6 Optimize—Optimization Strategies for Clinical Decision Support - 1 list or reminder that a lab test is due. This may only need to be clicked off to populate the EHR, but should also be viewed. Another example may be that data has prepopulated an assessment and only certain fields need data entered. The user can complete the entries or ignore until a later date. o It must be important and relevant, or it will be ignored (i.e., declined without consideration as to whether it is important or not). This is often referred to as “alert fatigue” and is generally a consequence of poor design and lack of stakeholder input into the clinical decision support system. For example, if every time a common drug, such as acetaminophen, is ordered or prepared for administration there is an alert that it could have an adverse effect on the liver, the alert will be considered an annoyance by most users. However, if a less common drug has an adverse effect on the liver, such an alert would generally be well-received. The greater the complexity or integration of information, the more intrusiveness is accepted by the user. Passive clinical decision support is displayed on user request. Examples include a user setting a preference for what information is displayed on a client dashboard, whether certain information will be presented in table or graphic format, or that the user can have access to additional information (e.g., training materials for client, drug information) upon request. Planning for Clinical Decision Support Take the following steps to make sure that the clinical decision support supplied through your agency’s EHR and HIE is appropriate and useful: Engage stakeholders (oversight physicians, nurses, and administrators) in: Understanding their role in planning for clinical decision support use Establishing goals for use of clinical decision support Expressing concerns about clinical decision support Translate clinical goals with respect to clinical decision support: Describe desired actions users are expected to take when receiving an alert. Obtain baseline performance data that demonstrates why the alert is necessary (or why an alert may not be necessary and could be turned off). Anticipate desired outcomes by setting realistic quality and patient safety goals. Annotate rationale and potential obstacles so all stakeholders are aware and can sign off on the approach to adopting clinical decision support. Ensure EHR (and HIE as applicable): Is compliant with interoperability standards (technical, semantic, and process) to reduce errors in alert presentation. Supports sensitivity setting (some EHRs support different levels of alerting depending on the user role). Has decision support rules that are compatible with practice guidelines, protocols, and other evidence-based knowledge t that are periodically refreshed as new knowledge becomes available. (Many EHRs include a subscription to a drug knowledge database that may be refreshed monthly or quarterly. Code sets need to be refreshed annually and changes in best practice recommendations should be able to be pushed to the system when applicable.) Is compliant with regulations both for Center for Medicare & Medicaid Services (CMS) and state requirements. Identify, select, or build clinical decision support interventions needed to achieve goals at various point in clinical workflow. Stakeholders who are being asked to use clinical decision support must have a say in the system that will be used. Section 6 Optimize—Optimization Strategies for Clinical Decision Support - 2 Require stakeholder review, test, validation, and approval for all clinical decision support systems, changes made to these systems, and revision/update maintenance. It should be obvious that the acetaminophen example described above contributes to alert fatigue. But turning that rule off should be a stakeholder decision. Pros and cons should be weighed as any such decision is made. Consider both the probability and nature of harm that could occur, as well as the likelihood that retaining such alerts could mean important alerts are ignored. Train users and monitor use. Ignoring alerts is commonplace and can be monitored through an audit logging process (if available in the EHR). However, misinterpreting an alert or making an erroneous selection are more difficult to identify and may require a manual Measure results, evaluate effectiveness, and refine clinical decision support program. Users who are provided feedback on the result of using clinical decision support are more apt to use it appropriately. For example, if 92 percent of assessments were completed on time, compared to 73 percent without the EHR and its clinical decision support, is strong evidence of value. Factors for Appropriate/Useful Alerts Use the checklist below to help stakeholders identify, select, or build clinical decision support. For most home health agency EHRs and HIE services, stakeholders will primarily be identifying and selecting, rather than building, clinical decision support. Not all attributes listed may be available in a home health EHR or HIE, but you can have your vendors consider adding them over time. Clinical decision support should be: Specific to patient Relevant and important Accurate Clear and unambiguous Show justification for use Concise Provide alternative actions Make additional information accessible if applicable Generated for all dangerous cases Directed to the right person Knowledge/credential-specific Tied to previous performance of user to avoid repetition of alerts Designed to make it difficult to overriding a “fatal” or “critical” alert Built to require a reason for overriding the alert (at least through a simple drop-down menu) Delivered to promote action rather than stop intended action Easy to see and use, not obstructing the primary view of the underlying information and not requiring multiple clicks, scrolling, page visits, or narrative typing Using Clinical Decision Support with the Patient Some evidence suggests that clinical decision support can be a turnoff for patients. One study reported that patient attitudes vary—and that patients whose providers have more positive attitudes about EHRs and who have a high locus of control about their own health care situation were more supportive of clinical decision support. As a result, the authors recommend finding ways to educate patients about the value of clinical decision support systems. These might include: Learning how best to use the EHR at the point of care—with respect to positioning, communicating with the client during data entry, using the EHR to validate the accuracy and completeness of data being collected, and providing information to the client via the EHR. Section 6 Optimize—Optimization Strategies for Clinical Decision Support - 3 Explaining to clients why evidence is important and how it supports up-to-date treatment regimens. Adopting a patient self-management model of care in which the EHR is a tool to support shared decision making. Shaffer, VA, et al. 2012 (July 20). Why Do Patients Derogate Physicians Who Use a Computer-Based Diagnostic Support System? Medical Decision Making. Copyright © 2013 Section 6 Optimize—Optimization Strategies for Clinical Decision Support - 4 Updated 03-18-14