Training Plan - Emergency Services

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Emergency Services Training Plan
Last updated 12/20/2011 by Elizabeth Edwards
Overview
ASAP is Cone HealthLink’s Emergency Department and Urgent Care electronic documentation application. The
Emergency Services 600+ employees will receive role-based workflow training spanned across the Track 2a and
2b go-lives. Of those end-users (EUs), the Cone HealthLink (CHL) ASAP training team will assess that EUs have
the necessary skills for navigating and documenting in the system proficiently.
Employees will be granted access to CHL when they attend the entire training track designed for their role,
pass a comprehensive test at 80% or higher, and pass a proficiency checklist at 80% or higher. Those who do
not meet the 80% standards will be offered additional training and an opportunity to retest.
On the rare occasion that someone has recently been through an Epic implementation in a previous hospital,
this person can take the test first and will be exempt from training with a passing score. This person would still
need to also pass the proficiency checklist.
Cone Health System’s Learning Management System (LMS), NetLearning, will be used to register and track
employees’ progression throughout CHL training. The LMS will host the computer based and instructor led
materials, along with associated tests and checklists. Through Staff Education, Department managers are
provided separate training on how to register and track their employees’ progression.
Training and Go-Live Timelines
Specific training dates are determined by a site’s go-live date.
Credentialed Trainers (CTs) undergo training on CHL for approximately 5 weeks, and they are dedicated to
CHL’s training of Super Users (SUs) and End-Users (EUs) for an additional 10 weeks. The timeline below shows,
if supplied by your department, when your employees will go through CT and SU training in preparation for EU
training.
Location
Credentialed
Trainer Training
APH, MCHP
MC, WL, UCC, KUC
March 26-April 27
TBD
Super User and
Provider EU+
Training
April 30-May 11
TBD
End-User Training
Go-Live
May 14 – June 24
TBD
July 7, 2012
Est. Dec 2012 or
first quarter FY 2013
For more information on CTs, SUs, EU+, and EU training, reference Attachment 1.
Page 1
Roles Trained in ASAP
There are various roles that will need to access ASAP. Roles that perform similar workflows, and will use ASAP
in a similar fashion, will be trained together. Unless specified below, employees will receive their role-based
training during their site’s specific go-live:
Go-live
Clinical Roles
July 7, 2012
All ED Providers
RNs
EMT/NT/NS
MCHP RTs
DDs and ADs
All UC Providers
WF Residents
RNs
EMT/NT/NS
UC Rad Tech
DDs and ADs
SANE
TBD – Est. to be
Dec 2012 or 1st
quarter FY 2013
Non-Clinical
Roles
Wake Forrest
Coders
Flow Managers
Trauma Registry
For information on resident training, reference Attachment 2.
E-Learning
All clinical roles must complete pre-requisite e-Learning prior to their first day of Instructor Led Training (ILT).
ASAP training also utilizes e-Learning during ILT for certain roles during specific lessons.
Learners can access e-Learning lessons either through:
Cone Health’s Learning Management System (LMS)
http://cbl.conehealth.com/mynetlearning/Login.aspx?id=362
 Search for the lesson code or title
If the LMS is not available:
Epic’s User Web
https://userweb.epic.com/SignIn (Cone Health email address required to register)
 Training > e-Learning > ASAP
LMS ACCESS
All non-Cone Health employed providers must confirm access to Cone Health’s LMS prior to the
beginning of the registration process. Access to LMS allows you to register for classes, access the prerequisite e-Learning, and obtain a certificate for CMEs.
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Instructor Led Training
The content, hours of training, and numbers of learners in the classroom at any given time vary depending on
role. Epic’s recommendations have been followed when determining classroom size and length of training.
High-level breakdowns of the lessons are provided below:
Emergency and Urgent Care Physicians, WF Resident, Mid-levels
Pre-requisite e-Learning ED010: Overview of Hyperspace for ASAP
Users
Lesson: ED Patient Status Details, INCLUDES E-Learning ED752a:
Reporting Workbench - Part I
Lesson: ED Physician Treatment Team Assignment
Lesson: Reviewing Patient Information, INCLUDES E-Learning:
CLN005 Reviewing Past Visits and Results
Lesson: ED Physician Documentation
Lesson: ED Physician Orders
Lesson: ED Consult Tracking, INCLUDES E-Learning ED040: ED
Consult Tracking
Lesson: Reviewing Results, INCLUDES E-Learning ED021: Reviewing
Results
Lesson: ED Physician Admissions and Transfers
Lesson: ED Physician In Basket, INCLUDES E-Learning: GEN010
Overview of In Basket
Lesson: ED Disposition and Discharge
Lesson: ED Physician Charges
Lesson: Episodes of Care/Delivery Summary
*ILT for providers will occur in 3, 4-hour blocks of time.
Minutes
15
30
35
55
75
25
25
20
30
35
65
20
30
Page 3
Nurses
Pre-requisite e-Learning ED010: Overview of Hyperspace for ASAP
Users
Lesson: ED Patient Status Details, INCLUDES E-Learning ED752a:
Reporting Workbench - Part I
Lesson: ED Arrival
Lesson: ED Triage
Lesson: ED Nurse Treatment Team Assignment, INCLUDES ELearning ED011: ED Shift Change
Lesson: ED Patient Assessment, INCLUDES E-Learning ED030:
Nursing Narrator
Lesson: ED Orders, INCLUDES E-Learning ED030: Nursing Narrator
Lesson: ED Medication Administration (Barcoding), INCLUDES ELearning ED030: Nursing Narrator
Lesson: ED Medication Administration, INCLUDES E-Learning
ED030: Nursing Narrator
Lesson: ED Notes, INCLUDES E-Learning ED030: Nursing Narrator
Lesson: Reviewing Patient Information, INCLUDES E-Learning
CLN005: Reviewing Past Visits and Results
Lesson: ED Admissions and Transfers
Lesson: ED Nurse In Basket, INCLUDES E-Learning GEN010:
Overview of In Basket
Lesson: ED Discharge
Lesson: ED Nurse Charges
Lesson: Overview Doc Flowsheets
Lesson: Blood Administration
Lesson: Code, Sedation, Trauma
Lesson: Import-Validate Monitor Documentation
Lesson: Episodes of Care/Delivery Summary
*ILT for nurses will occur in 4, 4-hour blocks of time.
Minutes
15
30
35
55
40
40
55
45
20
70
25
35
25
50
20
35
25
70
45
30
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EMT, NT, NS, *UC Rad Techs, MCHP RTs (abbreviated training)
Minutes
Pre-requisite e-Learning ED010: Overview of Hyperspace for ASAP
15
Users
Lesson: ED Patient Status Details, INCLUDES E-Learning ED752a:
30
Reporting Workbench - Part I
Lesson: ED Arrival
35
Lesson: ED Triage
55
Lesson: ED Patient Assessment, INCLUDES E-Learning ED030:
40
Nursing Narrator
Lesson: ED Orders, INCLUDES E-Learning ED030: Nursing Narrator
55
Lesson: ED Notes, INCLUDES E-Learning ED030: Nursing Narrator
70
Lesson: ED Consult Tracking, INCLUDES E-Learning ED040: ED
25
Consult Tracking
Lesson: Reviewing Patient Information, INCLUDES E-Learning
25
CLN005: Reviewing Past Visits and Results
Lesson: Reviewing Results, INCLUDES E-Learning ED021: Reviewing
15
Results
Lesson: ED Admissions and Transfers
35
*Lesson: ED Discharge
50
*ILT for Techs/Clerks will occur in 2, 4-hour blocks of time.
Flow Manager
Pre-requisite e-Learning ED010: Overview of Hyperspace for ASAP
Users
Pre-requisite e-Learning INP000: Overview of Hyperspace
Lesson: Patient Lists
Lesson: Reviewing Patient Information, INCLUDES E-Learning
CLN005: Reviewing Past Visits and Results
Lesson: ED Orders, INCLUDES E-Learning ED030: Nursing Narrator
Lesson: Documentation
Lesson: ED Nurse Charges
Lesson: ED Nurse In Basket, INCLUDES E-Learning GEN010:
Overview of In Basket
Lesson: Post-Discharge Workflow
Lesson: Telephone Encounter
*ILT for Flow Managers will occur in 2, 4-hour blocks of time.
Minutes
15
10
35
25
55
80
20
25
35
30
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SANE
Pre-requisite e-Learning ED010: Overview of Hyperspace for ASAP
Users
Lesson: Workflow Basics
Lesson: Reviewing Patient Information, INCLUDES E-Learning
CLN005: Reviewing Past Visits and Results
Lesson: ED Orders, INCLUDES E-Learning ED030: Nursing Narrator
Lesson: Documentation
Lesson: ED Medication Administration, INCLUDES E-Learning
ED030: Nursing Narrator
Lesson: ED Discharge
Lesson: ED Nurse Charges
*ILT for SANE will occur in 2, 4-hour blocks of time.
Minutes
15
40
45
55
70
20
50
20
DDs, ADs, Medical Directors, Assistant Medical Directors
Minutes
E-Learning ED752a and b: Reporting Workbench - Part I and 2
30
Lesson: Reporting Workbench (RWB)
*RWB training is in addition to the ASAP application training. **ILT for RWB will
occur in 1, 2-hour block of time.
Trauma Registry
Minutes
E-Learning ED752a: Reporting Workbench - Part I
10
Lesson: Reporting Workbench (RWB)
Lesson: View Only Access
*ILT for Trauma Registrars will occur in 1, 4-hour block of time.
Wake Forrest Coders
Minutes
E-Learning ED752a: Reporting Workbench - Part I
10
Lesson: Reporting Workbench (RWB)
Lesson: ED Nurse In Basket, INCLUDES E-Learning GEN010:
25
Overview of In Basket
*ILT for Wake Forrest Coders will occur in 1, 4-hour block of time.
All schedules and/or hours of training are subject to change.
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Continuing Education
CMEs
Cone Health is partnering with the North Carolina AHEC to grant Category 2 CME credits for the ILT portion of
provider training. After attending all ILT, garnering proficiency in CHL, and submitting an evaluation of the
courses, your information will be provided to AHEC to process.
Once AHEC has had an opportunity to process your CME credits, you will be able to access your certificate
through MyCE Area from the AHEC website, http://www.gahec.org/.
CEs
Continuing Education credits for nursing, at present, will not be offered. However, discussions regarding
nursing and ancillary CEs are ongoing, and the CHL training team is working hard to make them available.
Optimization Labs
Provider Optimization Labs
Comments from a number of other hospital providers reveal that they were more successful when they
participated in an optimization lab where providers can customize their EMR interactions based on their
personal preferences. While optional, Cone Health will provide you with an optimization lab after training, but
before go-live. These labs will be offered during these dates:
Go-Live
July 7, 2012 (APH, MCHP)
Moses Cone, Wesley Long, Behavioral
Optimization Lab Week
June 25 – Jun 28
TBD
Providers can register for these optional labs through Cone Health’s LMS. When you attend the lab on the date
and time you select, you can choose to perform any or all of these optimizations:
Optimization Labs (up to 2 hours, Optional)
Copy Assessment Information to Another Column
Copy NoteWriter Notes Forward
Create a Favorites List in My Reports
Create and Use SmartPhrases in Hyperspace
Create Personal NoteWriter Macros at Your Convenience
Create Personal NoteWriter Macros on the Fly
Create Quick Filters in Chart Review
Keyboard Shortcuts in Hyperspace
Manage Your Report Toolbar
Modify and Save Order Set Defaults
Search In Basket and Save Your Searches
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Sort Charts on the Track Board
Update Patient History Quickly
Use SmartLinks to Retrieve Patient Data
Use the Macro Manager
Dragon
Dragon Clinically Speaking is an optional software dictation package that many providers find useful. This
classroom training is separate from the EMR training and will be offered at select times during April 16 – May
11, 2012. The Dragon training is offered in two-hour blocks:
Dragon Clinically Speaking (4 hours)
Optional In-Class Dragon Lessons
Optional In-Class Dragon Optimization Lessons
Minutes
120
120
Providers can register for either or both of these optional Dragon classes through Cone Health’s LMS.
Printed Materials
In class, you will receive a workbook and Quick Start Guide that you can keep and reference at go-live and
beyond.
In addition, you will also have access to these resources electronically after completing class:
Tips and Tricks Sheets
Copy Assessment Information to Another Column
Copy NoteWriter Notes Forward
Create a Favorites List in My Reports
Create and Use SmartPhrases in Hyperspace
Create Personal NoteWriter Macros at Your Convenience
Create Personal NoteWriter Macros on the Fly
Create Quick Filters in Chart Review
Document Vitals Directly from the Track Board
Keyboard Shortcuts in Hyperspace
Manage Your Report Toolbar
Modify and Save Order Set Defaults
Personalize the Nursing Narrator
Search In Basket and Save Your Searches
Sort Charts on the Track Board
Update Patient History Quickly
Use SmartLinks to Retrieve Patient Data
Use the Macro Manager
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Flash Cards
Discharge and Events
Completion Match
Treatment Team
Trouble Shooting
Track Board
General Tips
In Basket
Keyboard Shortcuts
Note Shortcuts
Order Entry
Patient Lists
Reviewing Data
SmartTools
Questions? Contact your Principal Trainer:
ASAP – Elizabeth Edwards, RN, BSN, CEN, at Elizabeth.Edwards@conehealth.com
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Attachment 1 – Defining training roles
Last updated 12/20/11
To ensure a successful go-live and beyond, CHL has various roles involved with the training process. Below is a
brief synopsis of each:
1. Principal Trainers (PT) – CHL has 13 dedicated PTs that are Epic certified both in the applications and as a
trainer. The PTs are responsible for creating lesson plans, quick-start guides, tests, assessments, and other
aids. The PTs also will create and maintain the Master Training Environment (MTE), along with various Actual
Classroom Environments (ACE) used during EU training. The PTs are responsible for verifying EU assessments
and granting access to the system after training is successful. Application Leads can also grant access to the
system if a PT is unavailable.
2. Credentialed Trainers (CT) – Given the volume of training that takes place as close to go-live as possible, the
Principal Trainers (PT) will need to be supplemented with Credentialed Trainers (CT). These CTs will be
credentialed by the PTs through a rigorous 5-week training program both on the applications and adult learner
modalities. CTs are expected to teach end users in classes, provide assessments, and be a resource during the
dress rehearsal and go-live weeks. The CTs can be drawn from the hospital system or the local community (i.e.,
retired school teachers, former American Express trainers, or current Float Pool personnel).
3. Super-Users (SU) – A Super-User is involved in various aspects of the implementation process and will also
serve a long-term support role. The SU assignment is in addition to an employee’s current position. Service as a
Super User will be considered at job evaluations and potential promotions. This is a temporary assignment
created to provide each department with EU support during training, go-live, and after go-live. During EU
training, the SU will serve as “coaches” in the ILTs, assisting the trainer by helping the EUs. Super Users cannot
provide assessments. At go-live and beyond, the SU serves as a resource to other EUs with application
questions. SUs will receive ongoing training yearly. The SU is the main source of go-live support.
4. End-User Plus (EU+) – Most providers are not able to commit to the full Epic recommended 240-hour Super
User time commitment, but recognize that provider-to-provider help is important, especially at dress rehearsal
and go-live. Therefore, we have created an End-User + program for providers.
This 16-hour program, taken in 4 4-hour blocks, immerses the provider in the EMR with a dedicated trainer.
These providers would garner their proficiency training during their End-User + time commitment. After
proficiency, these End-User + providers would be available to assist fellow providers one-to-one as needed
during dress rehearsal, go-live and beyond.
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Attachment 2 – Resident training
Last updated 12/20/11
Residents – OPC, FPC, Pediatrics
Residents who have full privileges in our healthcare system will be trained with other providers where
practical. To train Residents with a limited time at our organization (typically a month or less per year), we will
use a combination of e-learning and classroom training, leveraging existing Residents’ meetings to train users,
along with classroom instruction to bridge any gaps. All Residents will need to pass the written and
performance assessments for their roles at the same proficiency thresholds as other providers.
WF Residents
Since WF residents will be practicing at Cone Hospital, they will have already been through Baptist’s Epic
training. In this instance, they will be granted CHL access after garnering a passing test score and
demonstrating proficiency in ASAP.
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