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Ambulatory EHR Implementation at UCSF Medical Center. Brian Herrick, M.D. July 18 th , 2008 Slide Recognition to Russ Cucina M.D., William Hersh M.D., Angelina Chang, and Kathy Lehto. Outline. Implementation resources Implementation lessons from the literature Implementation chasm
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Ambulatory EHR Implementation at UCSF Medical Center Brian Herrick, M.D. July 18th, 2008 Slide Recognition to Russ Cucina M.D., William Hersh M.D., Angelina Chang, and Kathy Lehto
Outline • Implementation resources • Implementation lessons from the literature • Implementation chasm • UCSF Medical Center EHR implementation
Choosing EHR (Adler, 2005) • Identify decision makers in a practice • Clarify goals • Write a Request for Proposal (RFP) • Review proposals to narrow the field • Vendor demonstrations • Check references • Rank the vendors • Site visits • Select finalist • Solidify organizational commitment • Negotiate contract
Resources • eHealth Initiative EHR Master Quotation Guide (2005): Guide for obtaining vendor quotes • EMR Guide for Small and Mid-Sized Practices (2006): Detailed implementation guide for smaller practices • DOQ-IT University (elearning.qualitynet.org): Free on-line courses developed by Centers for Medicare and Medicaid Services (CMS)
Resources AAFP resource: http://www.centerforhit.org/ ACP resource: http://www.acponline.org/running_practce/technology/ehr/roadmap/ AAP resource: http://www.aapcocit.org/ Agency for Healthcare Research and Quality website
Implementation Guidelines and Lessons • HIMSS • CEO Survival guide • AAFP EHR Pilot Project
HIMSS Ambulatory Paperless Clinics (2007) • Project management must include • Development of scanning/abstracting policy • Create shared need in practice • Analyze workflow • Develop implementation plan • Facilitate third-party interfaces • Template development • Training
CEO Survival Guide to EHR Systems (2006) • Develop a vision for Patient Care • Understand environmental factors affecting EHR systems • Become aware of the supports available for EHR system planning, acquisition, and implementation: ONCHIT, DOQ-IT, Medicare QIOs, AHRQ, AAFP, CCHIT • Develop an EHR system organizational strategy • Identify clinical champions
CEO Survival Guide to EHR Systems (2006) cont. • Communication • Implement work process transformations • Develop training plans • Develop capital and operating budgets to support acquisition, implementation, and ongoing management • Select the application • Implementation: Incorporate EHR systems into clinical and administrative operations • Prepare for the future: PHRs, RHIO/IHE
Brief Report of the AAFP’s EHR Pilot Project: Key Learnings from Six Small Family Practices (2005) Keys to success: • 1. Building a Community of Learners • 2. Planning/re-designing practice workflows • 3. Starting with “Easy Wins” • 4. Connectivity increases the value of an EHR i.e. pharmacies, labs Barriers: • 1. Partial implementation • 2. Variability among medical practice and physician styles • 3. The lack of structured data entry
Design • Systems must be customized to accommodate the activities of workers and the workers must also change their practices • Examples at UCSF MC: Vital Sign Capture and UCare Note Writer
Vital Sign Capture • Tablet or PC • Wireless or hard wired • Dynamap with Temp, HR, BP, and O2 Sat • Importation to the EHR flow sheet
UCare Note Writer • UCSF developed web application for clinical documentation. • UCNW acquires patient context and other data from the EHR to import into the document • Other design features.
Import of Vital Signs from UCare - range calculation over last 24-hour
Import of Lab Results from UCare - last 24 hours of basic labs - structured visual representations
Publish “Final” Note (attending) - resident and attending notes as one unified note
Required Fields • note cannot be published to UCare without them • Service Chiefs may define resident and attending requirements
“Copy-forward” controls - Service Chiefs may forbid or permit carry-forward of information day to day
Template Development by Service Chiefs • web-based template design • changes can be made real-time
Template Development by Service Chiefs • web-based template design • changes can be made real-time
Template Development by Service Chiefs • web-based template design • changes can be made real-time
Template Development by Service Chiefs • web-based template design • changes can be made real-time
DNU Abbreviation Correction • Clinician writes a note containing DNU abbreviations
DNU Abbreviation Correction • Note Writer guides clinician through correcting abbreviations
DNU Abbreviation Correction • On sending the note to UCare, UCare Note Writer takes clinician through a dialog to correct DNU abbreviations • Clinician’s choices • accept automatic fixes • manually fix • Submitting the note to UCare with the DNU Abbreviations in place is not an option and is prevented
Management • Capacity for change • Context of change • Vendors have limited knowledge of both capacity and context, therefore it is important to organizations take responsibility for these issues
Organization • Operational-organizational issues: downtimes, workflow changes, help desk, perception of IT department not listening to or being disconnected from the operational needs
Assessment • Organizational readiness, assessing the immediate context for implementation, evaluating the implementation in formative and summative manners
UCSF Ambulatory EHR Pilot Implementation • Pilot of Ambulatory administrative functionality to 6 practices in a variety of specialties • Functionality Deployed: • Viewing labs, reports, radiology, inpatient documentation, outpatient transcription • Patient tracking • Vital sign capture • Documentation of Point of Care Testing
EMR Ambulatory User Survey Summary and Results: April 2008 UCSF Medical Center CIS Department Ambulatory Team April 24, 2008
Goals of Assessment • What functions are being utilized? • Who is using the functions and where are they using them? • What are some of the hurdles? • Users wish list? • Respond to concerns, questions, and gap in knowledge