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Now That You have an EHR: Optimization

Now That You have an EHR: Optimization. Presented by: Rachel Berg Clinical Analyst & Trainer Stephnie Cargill-Skeeling, RN Clinical Systems Analyst. What is Optimization?. Go-live is just the beginning… . Enhance end user skills Improve build and streamline workflows

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Now That You have an EHR: Optimization

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  1. Now That You have an EHR: Optimization Presented by: Rachel Berg Clinical Analyst & Trainer Stephnie Cargill-Skeeling, RN Clinical Systems Analyst

  2. What is Optimization? • Go-live is just the beginning…

  3. Enhance end user skills Improve build and streamline workflows Upgrade & implement new features Goals of Optimization

  4. Optimization is like, totally optimal… • “How can I get through my day using an EHR?” vs. • “How can I get through my day faster using an EHR?”

  5. Life of a Patient Visit within Epic Start Patient Arrives, Registration is performed. Patient is Checked In. Follow-up Work Queues Patient is scheduled with an appointment Physician documents in the electronic health record - automatic charge capture Physician fills out a paper encounter form used for batched charge entry Next Responsible Party processing, if necessary Payments, Adjustments, and Denials posted to the Account. Charges Reviewed based on rules.. Payment and/or EOB is received. Clean Charges go to A/R Dirty Charges go to Charge Review Work Queue Clean Claims submitted to insurance Electronic or Paper Bill/Claim Processing occurs. Clean claims move on. Dirty claims go to Claim Edit Work Queues. Claims are reviewed by edit checks.

  6. We went live! • Recognized that the providers were clinicians not coders or billers • Placed few restrictions at front end • Relied on Charge Review Work Queues on the back end

  7. The nightmare began • Numerous not billable transactions • Thousands of dollars in pending charges • Denials increasing

  8. Project Box Turtle Eric our ‘poster’ turtle

  9. Project Box Turtle underway! Eric our ‘Posted’ Turtle

  10. When to Begin?

  11. The Optimization Process

  12. Who handles optimization?

  13. Communication is necessary Regular communication with end users Integration between different EHR applications Regular communication with vendor

  14. Post Go-live Training

  15. Training Tasks • Train newly hired staff • Develop advanced (refresher) training for proficient users • Super User Academy • Help super users conduct additional training courses for live users • Create training materials to cover new features and system changes

  16. Training Goals Don’t let bad habits weigh you down…

  17. Training Tools Web Meetings

  18. Training Lesson Learned

  19. Improve Build & Streamline Workflows

  20. Target Areas • Speed & quality of documentation • Billing • Ordering • Specialists using EHR

  21. Diabetes SmartSet

  22. Depression Screening

  23. Upgrades & New Functionality • Plan timeline • Test • Train end users • Implement

  24. Lessons Learned

  25. End User Resistance

  26. Optimization is a journey, not a destination

  27. Questions Rachel Berg rberg@institute2000.org Stephnie Cargill-Skeeling, RN scargillskeeling@institute2000.org

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