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1. Woman & Child Education DayHospital Information System Presentation Friday November 30, 2007
2. EPR Phase 2Computerized Provider Order Entry & Medication Administration Documentation
3. HISP Goals & Outcomes
4. Stakeholder Implications
5. Stakeholder Implications
6. Stakeholder Implications
7. Clinical Transformation Building Blocks
8. System & Workflow Redesign
9. Process Flow Implications
10. Process Flow Implications
11. Physical Workflow Implications
12. Content
13. Orders Design Principles Standardization and Support of Clinical Thought Process are the bookends that frame the orders design philosophy
All components of orders design strive to strike the balance between these two principles
14. Content Design Elements
15. Elements of order design – Order Items What is an order?
An order is a directive written / placed in the patient chart that requires action on the part of another provider or department that produces a result, physical or psychological observations.
eg. lab, diet, medication orders
An activity that needs to generate a task that will be performed and documented on a worklist in the EPR
Usual nursing activities that required some form of documentation that they are completed – eg. initials on a checklist
Eg. Maternal Assessment Breasts
Assists in acknowledging for the whole health care team the work that nurses are already doing
16. Elements of order design – Order Sets What is an order set?
an arrangement of multi-disciplinary order items/actions within one window allowing for multiple order entry
Order set content was chosen so that all programs, disciplines, and departments are represented.
Order sets were selected based on a specific set of criteria to leverage existing practices, promote standardization and incorporate leading practices.
Standardization was built into the design process through content review by professional practice councils, PDT and CCDT
Content developed by the content “experts”
17. Elements of order design - Rules and Alert Rules and alerts are required to ensure and improve patient safety:
e.g. medication allergy alert
The EPR has certain rules and alerts already built into it.
e.g. duplicate orders
Additional rules and alerts will be built for Phase 2 Go-Live and on-going as required
18. Technology
19. Devices Stationary Workstations
Mobile Workstations
Carts – yes for phase 2a
Tablets – no for phase 2a; future potential
Goal - adequate number of workstations for all users
20. Clinical Adoption
21. Preparation Activities Using the EPR for results; allergy, height, weight, ACP documentation; patient list
Accessing the unit experts / super users
Participation in EPR Phase 2 Kick-off activities
Order set content development
Unit specific workflow development
22. Training Workflow training
General
Unit specific
Policy and procedure training
Hands on EPR training
Practice on the EPR using the training database
23. Communication and Tools Read HISP Updates
Regular directed communication to CRN’s, CNS’s and CEI’s
Share and distribute to colleagues
Use your Ready-Set-Go Tool for Phase 2 preparation and activation
Ask you manager about EPR news
Visit the HISP website
24. EPR Phase 1 Evaluation Results
Survey –through managers for SBGH and WRHA staff who were trained for phase 1 and directly to physicians, midwives and residents. Students not included.
Survey data compiled using Teleform by SBGH Patient Safety Dept
Focus Groups - Medical Advisory Council, Executive Team, Directors and Managers, Clinical Programs Council, Professional Advisory Committee, Nursing Practice Council, EPR trainers, registration super users and clinical super users.
Survey –through managers for SBGH and WRHA staff who were trained for phase 1 and directly to physicians, midwives and residents. Students not included.
Survey data compiled using Teleform by SBGH Patient Safety Dept
Focus Groups - Medical Advisory Council, Executive Team, Directors and Managers, Clinical Programs Council, Professional Advisory Committee, Nursing Practice Council, EPR trainers, registration super users and clinical super users.
25. Purpose To determine if the stakeholders felt they were adequately prepared for activation
To identify which preparation strategies and tools were most successful versus those that were not
To determine if the stakeholders felt there was adequate support during the activation period
To identify opportunities for improvement in future activations
26. Data Collection & Analysis During Activation
EPR Log Sheet
RSD work order process
Four to eight weeks post go-live
Evaluation Survey (n=2532)
18% (455) returned
20% (410) staff
10% (45) physicians
Focus groups – 13 (n=122)
Survey –through managers for SBGH and WRHA staff who were trained for phase 1 and directly to physicians, midwives and residents. Students not included.
Survey data compiled using Teleform by SBGH Patient Safety Dept
Focus Groups - Medical Advisory Council, Executive Team, Directors and Managers, Clinical Programs Council, Professional Advisory Committee, Nursing Practice Council, EPR trainers, registration super users and clinical super users.
Survey –through managers for SBGH and WRHA staff who were trained for phase 1 and directly to physicians, midwives and residents. Students not included.
Survey data compiled using Teleform by SBGH Patient Safety Dept
Focus Groups - Medical Advisory Council, Executive Team, Directors and Managers, Clinical Programs Council, Professional Advisory Committee, Nursing Practice Council, EPR trainers, registration super users and clinical super users.
27. Results and Discussion
Survey –through managers for SBGH and WRHA staff who were trained for phase 1 and directly to physicians, midwives and residents. Students not included.
Survey data compiled using Teleform by SBGH Patient Safety Dept
Focus Groups - Medical Advisory Council, Executive Team, Directors and Managers, Clinical Programs Council, Professional Advisory Committee, Nursing Practice Council, EPR trainers, registration super users and clinical super users.
Survey –through managers for SBGH and WRHA staff who were trained for phase 1 and directly to physicians, midwives and residents. Students not included.
Survey data compiled using Teleform by SBGH Patient Safety Dept
Focus Groups - Medical Advisory Council, Executive Team, Directors and Managers, Clinical Programs Council, Professional Advisory Committee, Nursing Practice Council, EPR trainers, registration super users and clinical super users.
28. NursesNurses
29. Nurses and ward clerks – workflow trainingNurses and ward clerks – workflow training
30. HCA – reinforcement of HCA’s to complete height and weight documentation on the EPR
Allied Health – limited use with phase 1 but will expand with phase 2
HCA – reinforcement of HCA’s to complete height and weight documentation on the EPR
Allied Health – limited use with phase 1 but will expand with phase 2
32. Too many paper bulletins for first few days
Super Users not receiving consistent information in a timely manner – did not always receive the Issue Resolution Logs
19% of Super Users did not use the Go-Live Communication Bulletins
SU’s who received communications – 78% found them useful
Communication and support was lacking at time of command Centre shut down
Too many paper bulletins for first few days
Super Users not receiving consistent information in a timely manner – did not always receive the Issue Resolution Logs
19% of Super Users did not use the Go-Live Communication Bulletins
SU’s who received communications – 78% found them useful
Communication and support was lacking at time of command Centre shut down
33. Nurses - ? Skewed as reported that nurse will log onto EPR for ward clerk – response to new workflow for ward clerks
Porters – will reinvestigate with 6 month audit and determine if workflow needs to be changed
48% of trained users not using the EPR at 3 months.
Focus group participants felt like there was not any incentive to use the EPR when results are still being printed, can use Continuum for their patient list, etc
Will reinvestigate at 6 month audit and HISP team will focus efforts with those managers and physicians in the areas where the EPR is not being used.
Nurses - ? Skewed as reported that nurse will log onto EPR for ward clerk – response to new workflow for ward clerks
Porters – will reinvestigate with 6 month audit and determine if workflow needs to be changed
48% of trained users not using the EPR at 3 months.
Focus group participants felt like there was not any incentive to use the EPR when results are still being printed, can use Continuum for their patient list, etc
Will reinvestigate at 6 month audit and HISP team will focus efforts with those managers and physicians in the areas where the EPR is not being used.
34. NursesNurses
35. Training classroom evaluations – classes too rushed and with too much information being taught in time allottedTraining classroom evaluations – classes too rushed and with too much information being taught in time allotted
37. Key Recommendations
38. Key Recommendations Communication – continue previous; New: Directed communication with CRN’s, CNS’s, CEI’s, Physician Champions
Workflow development and training for the clinical processes for Phase 2 is required as well as strategies to increase usage
Technical Devices – deployed early, fully tested, practice stations available
39. Key Recommendations (cont’d) Clinical Adoption Tools - use a similar type of tool as Ready-Set-Go; Practice Change Sheets developed early and available; orders and med admin functionality demonstrations for staff and physicians prior to training
Training - workflow and new P&P training prior to EPR training; out-patient specific EPR workflows; try to develop alternate training approaches for physicians
40. Key Recommendations (cont’d) Increase numbers of trainers in ancillary and allied health departments - need at a minimum one trainer each
Define and communicate trainer expectations for pre go-live, go-live and post go-live periods during recruitment
Specific trainers that focus on physician training
Scheduling training – managers and clinical programs to manage
41. Key Recommendations (cont’d) Super User role – critical to continue; define expectations and selection qualifications
Dedicated super user(s) required for each shift for each unit, department and area.
Clinical super users should not have a patient load for a period of 2 to 4 weeks post go-live
Designated physician super users
42. Key Recommendations (cont’d) Go-Live Support – clinical trainers support own units if possible; above baseline staffing all areas for first few days
Revise Command Centre and Service Desk process for addressing work orders
Provide improved support for trainers and super users during and after go-live
Central repository for EPR-related information on each unit / department before, during and after go-live.
Ensure smoother account management