fundamentals of health workflow process analysis and redesign acquiring clinical process knowledge...

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)

3Health IT Workforce Curriculum Version 3.0/Spring 2012

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



Lecture b

Acquiring Knowledge About the Practice

• Mission, Vision

• Stakeholders

• Publicly available or easily provided

• Do your homework!



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



Lecture b

Practice Functions



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



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



Lecture b

Common Clinic Processes

• Patient check-in• Patient visit• Prescriptions• Assimilating received documentation• Labs• Other diagnostic tests• Referral/consult• Disease management• Billing



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



Lecture b

Identifying Practice Processes Example: Answers and Discussion

• Appointment Scheduling

• Patient check-in

• Patient visit

• Prescriptions

• Assimilating received documentation

• Labs



Lecture b

For each process

• Process variations used by the clinic

• For each of these– Main activities – Roles – Locations – Flow – Information needs– Likely exceptions



Lecture b

The Act of Acquiring Knowledge

The act of acquiring the knowledge is just as important as the resulting diagrams.



Lecture b

Where to get the information

• Process participants

• Facility procedure manual

• Information used and produced in the process



Lecture b

Acquiring Clinical Process KnowledgeSummary - Lecture b

• Clinic information • Common clinic processes, and• Creating a process inventory



Lecture b

Acquiring Clinical Process Knowledge References – Lecture b



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.

http://pages.cpsc.ucalgary.ca/~gaines/reports/KM/OKA/index.html

http://www.beyonduni.com/2010/03/passive-knowledge-versus-active-knowledge/

fundamentals of health workflow process analysis and redesign acquiring clinical process knowledge...

Documents

process analysis scenario

process inventory

department of health

health care scenario

facility lecture acreate

process observation

workflow processes

health information technology