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Introduction to workflow technology Representation of healthcare processes in a workflow editor and their execution in a workflow engine. Vojtech Huser MD PhD. AMIA NOW, Small Group session, Tutorial (1hr). Agenda. Part 1: Introduction, history, overview
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Introduction to workflow technology Representation of healthcare processes in a workflow editor and their execution in a workflow engine Vojtech Huser MD PhD AMIA NOW, Small Group session, Tutorial (1hr)
Agenda • Part 1: Introduction, history, overview • Part 2: Standards, SDO, related theories • Part 3: Practical tools demonstration • Originally 2 hour workshop • converted to 1 hour tutorial (with focus on introduction and standards) • Accompanying bibliography document Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
Part 2: WT standards, SDOs, related theories • Workflow management coalition’s (WfMC) standards • Definition of WT terms • XML process definition language (XPDL) • Other standardization efforts • Business Process Execution Language (BPEL) • Business Process Modeling Notation (BPMN) • Research-originated WT standards • Petri Nets theory and its relationship to workflows Vojtech Huser, MD, PhD
Part 3: Practical tools demos • Demo of an editor and engine • Example 1: • Representing a surgical procedure, discharge and RCT trial enrolment process • Example 2: • Two rheumatology decision support processes (TB screening, Pneumococcal vaccine) • Process mining tool (ProM) • Example 3: • Mining a progression of a chronic kidney disease from EHR data • Brief overview of other workflow technology software • Case studies of use in healthcare/informatics research • Workflow engines and Decision support engines Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
Workflow technology • BPM = business process management • Adaptive workflow (Adaptive Case Management) • Computer supported collaborative work (CSCW) • Why workflow? • Separation of data into databases • Separation of UI from IT system core • Separation of process knowledge Vojtech Huser, MD, PhD
Process Example Koetter (2007) Vojtech Huser, MD, PhD
Workflow patterns examples • Parallel Split: When an intrusion alarm is received, trigger the dispatch-patrol activity and the inform-police activity immediately. • Exclusive Choice: After the review election activity is complete, either the declare results or the recount votes activity is undertaken. • Multi Choice: Depending on the nature of the emergency call, one or more of the despatch-police, despatch-fire-engine and despatch-ambulance activities is immediately initiated. Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
WT development • 1960s • Petri Nets (Carl A. Petri PhD work) • 1960s-present • Workflow components of various systems • 1999 • WfMC: terminology • 2000s • 2002: XPDL 1.0 • 2005 XPDL 2.0 • 2008 XPDL 2.1 • BPMN standard Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
Automating Workflow • Defined by Workflow Management Coalition (WfMC) • www.wfmc.org • Terminology and Glossary • http://www.wfmc.org/standards/docs/TC-1011_term_glossary_v3.pdf Vojtech Huser, MD, PhD
Terms • Workflow • The automation of a business process, in whole or part, during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules. • WfMS = Workflow Management System • BPM = Business Process Management • BPMS = Business Process Management System Vojtech Huser, MD, PhD
Humans & machines working together Vojtech Huser, MD, PhD
Executable flowchart Vojtech Huser, MD, PhD
Worklist Vojtech Huser, MD, PhD
Minimum components editor language execution engine Vojtech Huser, MD, PhD
Interfaces Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
WT benefits • Non-programmers understand processes • Non-programmers can modify processes • Analytical tools • Faster IT system development (SOA+WT) Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
Choice of Wf vendor • Major player • TIBCO • BEA • Global 360 • IBM • Other • Fujitsu • IBM • Oracle • Microsoft • SAP • Lombardi Vojtech Huser, MD, PhD
Workflow engine Vojtech Huser, MD, PhD
Engine Vojtech Huser, MD, PhD
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
Use of WT • Pioneer domains • Banking • Manufacturing • Shipping • Government authorities • Pharmaceutical • Healthcare • Gartner 2008 report: <5% use Vojtech Huser, MD, PhD
Examples of WT use in healthcare Bed management Infections control (MRSA) J. Emanuele and L. Koetter, "Workflow Opportunities and Challenges in Healthcare," in 2007 BPM & Workflow Handbook, 2007.L. Koetter, "MRSA infection control with workflow technology," Spring AMIA Conference, Orlando, FL, 2007. R. Hess, "The Chester County Hospital: Case Study," in 2007 Excellence in Practice: Moving the Goalposts., 2007. Vojtech Huser, MD, PhD
Stroke guideline (WfMS) Vojtech Huser, MD, PhD
Soarian Vojtech Huser, MD, PhD
Current Soarian Example Vojtech Huser, MD, PhD
Use at Marshfield Clinic Vojtech Huser, MD, PhD
HealthFlow: RetroGuide, FlowGuide Vojtech Huser, MD, PhD HealthcareWorkflow.wordpress.com
Part 1: Introduction to workflow technology • Need for specifying workflow within IT systems • History of workflow technology • prior 1960s-1980s • development after 1990 • Components of workflow technology (process definition, execution engine, analytical components) • Benefits of implementing a workflow server within a generic IT system • Major workflow vendors and open-source workflow technology tools • Workflow Technology applied industries and healthcare • Future development and research challenges Vojtech Huser, MD, PhD
Future of WT • Improvements • Adoption is growing • Software tools sophistication is improving • Competition, consolidation • Future similar to a database server inclusion in IT systems • Standards consolidation • Research challenges • Process model visualization challenges • Process model cross-vendor portability • Adaptive workflow Vojtech Huser, MD, PhD