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Planning & Education

Workflow Analysis & Redesign

Configuration, Testing & Training

Go Live & Post

Implementation

E.H.R.

J

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Planning & Education Question 1:

Which one does not belong on the project team?

1. Project Manager2. Champion Users 3. Subject Matter Experts4. Trainers5. Technical Support 6. Butcher

6. Butcher

Planning & Education Answer 1:

Implementation Planning – Project Team Defined

Project Manager Champion Users Subject Matter

Experts Trainers Technical Support

Planning & Education Question 2:

Define the difference between a Phased vs. a Big

Bang implementation?

Planning & Education Answer 2:

Phased - site by site install

Big Bang - all sites at once

Phases of Implementation

Planning & Education

Work Flow Analysis & Redesign

Configuration, Testing & Training

Go Live & Post Implementation

Planning & Education Question 3:

Issue tracking, project plan, newsletter are examples of what?

Planning & Education Answer 3:

Project documentation

Issue Tracking Example

Project Plan

Planning & Education Question 4:

True or False:

It is necessary to provide the Project

Team with a training of the E.H.R. being implemented.

Planning & Education Answer 4:

TRUE!

What is the biggest hurdle staff need to overcome when they

begin using an E.H.R.?A: Using a computerB: Familiarizing themselves with the new electronic workflowsC: Remembering their user names/passwordsD: All of the Above

Planning & Education Question 5:

Planning & Education Answer 5:

A: Using a computer

Basic Computer Skills Training

Basic Computer Skills Training

Basic Computer Skills Training

Basic Computer Skills Findings

Workflow Analysis & Redesign Question 1:

Rate the importance of documenting "paper workflows" when beginning your workflow

analysis?1-Not important2-Somewhat important3-Important4-Very Important5-Critically Important

Workflow Analysis & Redesign Answer 1:

5-Critically Important

Workflow Analysis & Redesign Question 2:

Yes or No:

Is it important to consider Integration between Front

Office and Back office when reviewing workflows?

Workflow Analysis & Redesign Answer 2:

Yes!!

Workflow Analysis

Patient is scheduled

with an appointment

Patient Arrives,

Registration is performed.

Patient is Checked In.

Physician documents

the encounter

Charges Reviewed based

on rules..

Bill/Claim Processing occurs.Clean claims move on.

Dirty claims go to Claim Edit Work Queues.

Clean Claims submitted to insurance

Electronic or Paper

Payment and/or EOB is

received.

Payments, Adjustments, and Denials

posted to the Account.

Follow-up Work Queues

Next Responsible Party

processing, if necessary

Start

Claims are reviewed by edit checks.

Dirty Charges go to Charge

Review Work Queue

Clean Charges go to A/R

Workflow Analysis & Redesign Question 3:

True or False:

Site visits should be interactive.

Workflow Analysis & Redesign Answer 3:

True!

Workflow Analysis & Redesign Question 4:

Which items do not need to be collected during the site

visits:

A: Staffing Numbers by DisciplineB: Paper Encounter FormsC: Flow SheetsD: Lunch orders

Workflow Analysis & Redesign Answer 4:

D. Lunch Orders

Workflow Analysis & Redesign Question 5:

True or False:

Each site should maintain unique operational and

clinical workflows.

False!

Workflow Analysis & Redesign Answer 5:

Configuration, Testing & Training Question 1:

Rate the importance of utilizing the re-designed workflows in configuring the system for

testing.1-Not important2-Somewhat important3-Important4-Very Important5-Critically Important

Configuration, Testing & Training Answer 1:

5-Critically Important

Configuration, Testing & Training Question 2:

TRUE OR FALSE:

System testing should be completed by the Project

Manager.

Configuration, Testing & Training Answer 2:

FALSE

Workflows & Testing

Workflow

DevelopVerify

Revise

Configuration, Testing & Training Question 3:

YES or NO:

Is it necessary to provide training to the Non-Clinical staff (i.e. front office staff) prior to implementation?

Configuration, Testing & Training Answer 3:

Yes!!

Non-Clinical Training

Front Office/Business Office Staff Clinical workflow overviews Primary focus impact on workflows

Staff concerns about job retention need to be addressed

Configuration, Testing & Training Question 4:Fill in the blank –

__________ is an important first step in training clinical users as it provides an opportunity for them

to become familiar with navigating the system as well as documenting clinical information

in the E.H.R..

1-Abstracting 2-Purchasing a GPS System

Configuration, Testing & Training Answer 4:

Abstracting

AbstractingPros

Meaningful information in E.H.R. at go-live

Reduces reliance on paper chart

Higher physician satisfaction

Improves length of visit after install of E.H.R.

Data collection on historical information possible

Challenges VERY labor intensive Planning/budgeting

for time spent

Configuration, Testing & Training Question 5:

Re-organize by order of importance for the training

process:1-develop training materials2-configure dedicated training space3-schedule training4-schedule "Shadow Day"

Configuration, Testing & Training Answer 5:

4,2,3,1

4-schedule "Shadow Day" 2-configure dedicated training space3-schedule training1-develop training materials

Clinical Training

Clinical Training Abstracting

Provider - 4 hour sessions Nursing – 4 hour sessions

Application Training Provider – 8 hour sessions split into 2 days Nursing – 8 hour sessions split into 2

days

Go Live & Post Implementation Question 1:

TRUE OR FALSE:

You need to consider reducing physicians’ schedule load as the

practice adjusts to the E.H.R.

Go Live & Post Implementation Answer 1:

TRUE!

Go live support planning should be done:

A. 10 minutes before go-liveB. The week before go-liveC. Two months before go-

liveD. Never

Go Live & Post Implementation Question 2:

C. Two months before go-live

Go Live & Post Implementation Answer 2:

Go Live & Post Implementation Question 3:

True or False:

The Project Team should be the only group meeting daily

during go-live.

Go Live & Post Implementation Answer 3:

False!

How soon after go live should you begin your optimization

program? A. 1 Year B. 5 Years C. 1 Day D. 2 Weeks

Go Live & Post Implementation Question 4:

Go Live & Post Implementation Answer 4:

D. 2 Weeks

Go Live & Post Implementation Question 5:

Once the first site is live with the E.H.R. there should be no more modifications made to

system configuration.

Agree or Disagree

Go Live & Post Implementation Answer 5:

B. Disagree

Questions

Alison Meyers Business Systems/Help Desk Managerameyers@institute2000.org860-219-0198

Kathy CresswellDirector of Business

Operations/Applicationskcresswell@institute2000.org845-255-3435 x312