1. Q1 Q2 Q3 Q4 Q5 Q1 Q2 Q3 Q4 Q5 Q1 Q2 Q3 Q4 Q5 Q1 Q2 Q3 Q4 Q5 Planning & Education Workflow Analysis & Redesign Configuration, Testing & Training Go Live & Post Implementation E.H.R. J E O P A R D Y

2. Planning & Education Question 1: Which one does not belong on the project team? 1.Project ManagerProject Manager 2.Champion UsersChampion Users 3.Subject Matter ExpertsSubject Matter Experts 4.TrainersTrainers 5.Technical SupportTechnical Support 6.ButcherButcher

3. 6. Butcher Planning & Education Answer 1:

4. Implementation Planning – Project Team Defined Project Manager Champion Users Subject Matter Experts Trainers Technical Support

5. Planning & Education Question 2: Define the difference between a Phased vs. a Big Bang implementation?

6. Planning & Education Answer 2: Phased - site by site install Big Bang - all sites at once

7. Phases of Implementation Planning & Education Work Flow Analysis & Redesign Configuration, Testing & Training Go Live & Post Implementation

8. Planning & Education Question 3: Issue tracking, project plan, newsletter are examples of what?

9. Planning & Education Answer 3: Project documentation

10. Issue Tracking Example

11. Project Plan

12. 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.

13. Planning & Education Answer 4: TRUE!

14. What is the biggest hurdle staff need to overcome when they begin using an E.H.R.? A: Using a computer B: Familiarizing themselves with the new electronic workflows C: Remembering their user names/passwords D: All of the Above Planning & Education Question 5:

15. Planning & Education Answer 5: A: Using a computer

16. Basic Computer Skills Training

19. Basic Computer Skills Findings

20. Workflow Analysis & Redesign Question 1: Rate the importance of documenting "paper workflows" when beginning your workflow analysis? 1-Not important 2-Somewhat important 3-Important 4-Very Important 5-Critically Important

21. Workflow Analysis & Redesign Answer 1: 5-Critically Important

22. Workflow Analysis & Redesign Question 2: Yes or No: Is it important to consider Integration between Front Office and Back office when reviewing workflows?

23. Workflow Analysis & Redesign Answer 2: Yes!!

24. 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

25. Workflow Analysis & Redesign Question 3: True or False: Site visits should be interactive.

26. Workflow Analysis & Redesign Answer 3: True!

27. Workflow Analysis & Redesign Question 4: Which items do not need to be collected during the site visits: A: Staffing Numbers by Discipline B: Paper Encounter Forms C: Flow Sheets D: Lunch orders

28. Workflow Analysis & Redesign Answer 4: D. Lunch Orders

29. Workflow Analysis & Redesign Question 5: True or False: Each site should maintain unique operational and clinical workflows.

30. False! Workflow Analysis & Redesign Answer 5:

31. Configuration, Testing & Training Question 1: Rate the importance of utilizing the re-designed workflows in configuring the system for testing. 1-Not important 2-Somewhat important 3-Important 4-Very Important 5-Critically Important

32. Configuration, Testing & Training Answer 1: 5-Critically Important

33. Configuration, Testing & Training Question 2: TRUE OR FALSE: System testing should be completed by the Project Manager.

34. Configuration, Testing & Training Answer 2: FALSE

35. Workflows & Testing Workflow DevelopVerify Revise

36. 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?

37. Configuration, Testing & Training Answer 3: Yes!!

38. 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

39. 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

40. Configuration, Testing & Training Answer 4: Abstracting

41. Pros 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

42. Configuration, Testing & Training Question 5: Re-organize by order of importance for the training process: 1-develop training materials 2-configure dedicated training space 3-schedule training 4-schedule "Shadow Day"

43. Configuration, Testing & Training Answer 5: 4,2,3,1 4-schedule "Shadow Day" 2-configure dedicated training space 3-schedule training 1-develop training materials

44. 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

45. 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.

46. Go Live & Post Implementation Answer 1: TRUE!

47. Go live support planning should be done: A. 10 minutes before go-live B. The week before go-live C. Two months before go-live D. Never Go Live & Post Implementation Question 2:

48. C. Two months before go-live Go Live & Post Implementation Answer 2:

49. Go Live & Post Implementation Question 3: True or False: The Project Team should be the only group meeting daily during go-live.

50. Go Live & Post Implementation Answer 3: False!

51. 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:

52. Go Live & Post Implementation Answer 4: D. 2 Weeks

53. 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

54. Go Live & Post Implementation Answer 5: B. Disagree

55. Questions

56. Alison Meyers Business Systems/Help Desk Manager ameyers@institute2000.org 860-219-0198 Kathy Cresswell Director of Business Operations/Applications kcresswell@institute2000.org 845-255-3435 x312