Fundamentals of Health Workflow Process Analysis and Redesign
Acquiring Clinical Process Knowledge
Lecture b
This material Comp10_Unit4b was developed by Duke University, funded by the Department of Health and Human Services, Office of the National Coordinator for Health Information Technology under Award Number IU24OC000024.
Acquiring Clinical Process KnowledgeLearning Objectives
2
1. Identify how the strategic goals and stakeholders for a given health care facility can influence workflow processes in that facility (Lecture a)
2. Create an agenda for an opening meeting to discuss workflow processes in a health care facility (Lecture b)
3. Compare and contrast different types of knowledge and their impact on organizations (Lecture a)
4. Analyze a health care scenario according to CMMI levels (Lecture a)5. Identify the workflow processes that are likely to be used by a healthcare
facility (Lecture b)6. Identify the workflow processes that are essential to document and
analyze in order to determine how best to streamline the operations in a given health care facility (Lecture b)
7. Identify key individuals with whom the analyst should meet or observe in order to gain an understanding of the nature and complexity of their work (Lecture b)
Health IT Workforce Curriculum Version 3.0/Spring 2012
Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Acquiring Clinical Process Knowledge Learning Objectives - Continued
8. Given a process observation scenario, formulate the questions that would facilitate a productive discussion of the workflow of information, activities and roles within that facility (Lecture c)
9. Suggest ways to successfully respond to common challenges encountered in knowledge acquisition (Lecture c)
10. Given a practice scenario, choose an appropriate knowledge acquisition method (Lecture c)
11. Given a process analysis scenario including a list of observations, create agenda for visit closing meeting and an initial meeting report (Lecture c)
12. Given a set of diagrams and observations from an information gathering meeting draft a summary report (Lecture c)
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process
Knowledge Lecture b
Topics - Lecture b
• Clinic information• Common clinic processes• Creating a process inventory
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Acquiring Knowledge About the Practice
• Mission, Vision
• Stakeholders
• Publicly available or easily provided
• Do your homework!
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Stakeholders
• Individual or group that participates in a process or organization – Or is impacted by it
• Examples of organizational stakeholders include:– Patients– Owners or shareholders– Suppliers– Payers– Employees– Regulators
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Practice Functions
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Office visits
Lab testsOther Diagnostic tests(depends on specialty)
New patient Existing patient
Billing
Procedures
Write prescriptions
Disease management
MedicalPractice
Referrals / consults
Process Inventory
• Identification of main clinic processes• Analyst works with clinic leadership to
identify high priority processes• Select processes are analyzed
– Some can’t be improved – Some the gain is too small – Some can be improved, but by means other
than use of health IT
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Process Value
• Some processes are very important and if the process is not doing what it is supposed to do, the organizational mission and certainly productivity may suffer
• Some are less significant in terms of the operations
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Common Clinic Processes
• Patient check-in• Patient visit• Prescriptions• Assimilating received documentation• Labs• Other diagnostic tests• Referral/consult• Disease management• Billing
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Identifying Practice Processes Example
• By Phone Appointment Scheduling
• New Patient Intake and Registration– Using paper charts
• Receiving and Communicating Lab Results– Using a paper chart
• Routine Prescription Refill– No EMR
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Lecture b
Identifying Practice Processes Example: Answers and Discussion
• Appointment Scheduling
• Patient check-in
• Patient visit
• Prescriptions
• Assimilating received documentation
• Labs
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Lecture b
For each process
• Process variations used by the clinic
• For each of these– Main activities – Roles – Locations – Flow – Information needs– Likely exceptions
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Lecture b
The Act of Acquiring Knowledge
The act of acquiring the knowledge is just as important as the resulting diagrams.
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Lecture b
Where to get the information
• Process participants
• Facility procedure manual
• Information used and produced in the process
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Acquiring Clinical Process KnowledgeSummary - Lecture b
• Clinic information • Common clinic processes, and• Creating a process inventory
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
Acquiring Clinical Process Knowledge References – Lecture b
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Fundamentals of Health Workflow Process Analysis and Redesign Acquiring Clinical Process Knowledge
Lecture b
References
Acknowledgement: Material used in this lecture comes from the following sources• Gaines, Brian R. (n.d.) Organizational Knowledge Acquisition. Accessed August 1, 2010. Available free from
http://pages.cpsc.ucalgary.ca/~gaines/reports/KM/OKA/index.html• Milton, N. R. (2007). Knowledge Acquisition in Practice: A Step-by-step Guide (Decision Engineering). London:
Springer-Verlag.• Passive Knowledge Versus Active Knowledge, March 4, 2010. Accessed on August 2, 2010, available from
http://www.beyonduni.com/2010/03/passive-knowledge-versus-active-knowledge/
Images
Slide 7: Source: Meredith Nahm, PhD.