Downloadable Index and Table of Contents - Stratis Health€¦ · Web viewIndex and Table of...
Transcript of Downloadable Index and Table of Contents - Stratis Health€¦ · Web viewIndex and Table of...
Downloadable Toolkit Index and Table of Contents for Your Practice
OfficeIndex and Table of Contents for Chiropractic Offices
STEP 1: Access your Practice Readiness. The first step in EHR implementation is to conduct an assessment of your current practice and its goals, needs, and financial and technical readiness. With an accurate view of your level of preparedness, your practice can design an implementation plan that meets the specific needs of your practice. These are the HIT toolkit documents and templates which will help you through Step 1 of this process.
EHR User Track
HIT Toolkit Sectio
n
Toolkit Item(Document
Name)
Tool Description(Check Toolkit
Menu Section for Complete
Descriptions)
File Format
Track 1 –
Core Docume
nts& Small Office
Track 2 –
Large or
Adv Practi
ce Offic
e
Track 3 –
Upgrade or Resel
ect
Track 4 –
Adv EHR
User or MU
Incentives
Using the ToolkitIntroMaterials
Step-by-Step Guide to Using Toolkit & Where to Begin
Narrated overview & guide to using HIT Toolkit for any size office
PPT X X X X
Toolkit Index & Table of Contents for Chiropractic Offices
Table of contents for using the right tools within HIT Toolkit appropriate for your office size & EHR needs
Word Doc
X X X X
Downloadable Toolkit Index and Table of Contents for Your Practice Office
Download recommended Toolkit EHR User Track for your EHR user needs
XLS X X X X
How to Use Toolkit
Summary geared for users completing entire toolkit process
Word Doc
Opt. X Opt. Opt.
Getting Started - Assessment & ReadinessSection 1.Assess
1.1
The Business Case for EHR and How Meaningful Use Fits Into Equation(20 minutes)
Narrated presentation highlighting benefits of using EHR and EHR Meaningful Use Program & Incentives
PPT X X X X
1. Understandin Complete PDF Opt. Opt. Opt. Opt.
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 2
1 g EHR Incentives Final Rule for Eligible Providers
background to final rule and financial incentives for EPs presented by Dr. Paul Kleeberg, May 2011
1.1
HIT Project Governance
HIT Project Governance structure, organization structure and roles
WordDoc
X
1.1
Visioning & Strategic Planning
3 different file formats for reviewing the conceptual elements & components of EHR. Although geared toward larger EHR/EMR client server systems, covers HIT related terms
Word Doc
Opt.
1.1
Visioning & Strategic Planning
PPT
1.1
Visioning & Strategic Planning
Webinar
1.1
Overcoming Barriers
Overcoming barriers to adopting EHR
Word Doc
X X X
1.1
Myths & Realities
Addressing the myths & realities of EHR
Word Doc
X X
1.1
Implementing Systems Overview
Summary & introduction to the various stages of EHR implementation
Word Doc
X X X
1.1
Communication Plan (Overview)
Communications plan & Template for staff and patients before, during & after adoption
Word Doc
Opt. X X
1.1
Communicating with Patients about EHR
Planning message strategy for communicating with patients about EHR
Word Doc
X X X
1.1
Organizational Readiness Assessment
Useful templates for doing self-assessment or survey of office, staff readiness for EHR and attitudes toward adoption
WordDoc
X X X
1.1
HIT Attitudes Assessment
Survey & checklist for assessing staff readiness and attitudes about EHR/HIT
Word Doc
X X X
1.1
Financial Assessment
Useful template and self-
Word Doc
X X X
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 3
assessment for evaluating key factors of financial readiness for adopting an EHR
1.1
Financing Resources
Information to different types of finance purchasing options & resources, including evaluation checklist
Word Doc
X X X
1.1
IT Staffing Inventory
Checklist & template for office use with on-site IT staff resources
Word Doc
X
1.1
IT System Inventory
Checklist & template for identifying/documenting existing or needed IT hardware
Word Doc
X X X
1.1
Application Interface Inventory
Advanced template & analysis of existing applications & interfaces
XLS Opt. X X
1.1
HIT Security Risk Analysis
Advanced template and considerations in Security Risk Analysis
XLS Opt. X X X
1.1
Contingency Plan Assessment
Checklist & template for Contingency Planning and Disaster Recovery
Word Doc
Opt. X X X
1.1
Computer Skills Survey
Survey template & checklist to determine staff computer skills
Word Doc
Opt. X X
STEP 2: Plan Your Approach. Planning draws on the information gathered during the assessment phase, to outline the practice’s EHR implementation plan.
EHR User Track
HIT Toolkit
Section
Toolkit Item
(Document Name)
Tool Description(Check Toolkit Menu Section for Complete
Description)
File Format
Track 1 –
Core Docume
ntsor Small
Office
Track 2 –
Large or
Adv Practi
ce Offic
e
Track 3 –
Upgrade or Resel
ect
Track 4 –
Adv EHR
User or MU
Incentives
Planning Your ApproachSection 1.
1.2
HIT Steering
Resource and roles for starting HIT Steering
Word Doc
Opt. X X
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 4
Plan Committee Teams or Committees1.2
HIT Project Documentation
Sample meeting agendas, minutes and templates
Word Doc Opt.
1.2
Clinical IT Leadership
Description of leadership roles for HIT or informatics
Word Doc
X Opt.
1.2
Project Management
Useful overview & resource material for larger offices (with staff) on Project Management description, roles, & process
Word Doc
X Opt.
1.2
Project Manager Job Description
Project manager job description
Word Doc
X Opt.
1.2
HIT Goal Setting
Guidance & template for planning and goal setting considerations
Word Doc
X X X
1.2
SMART Goal Planning(45 minutes)
Overview of SMART Goal System: Specific, Measurable, Achievable, Realistic & Timely
Webinar
X X X
1.2
Change Management
Informational resource & assistance on change management
Word Doc
X X X
1.2
Key Clinical Process (High-level)
Templates and guidance for documenting key clinical process & functions
Word Doc
X X X
1.2
Workflow and Process Redesign
3 different file formats reviewing the conceptual elements & components of workflow process mapping & redesign. Note: Advanced activity tools & resource materials
Word Doc
Opt. X Opt. Opt.1.2
Workflow and Process Redesign
PPT
1.2
Workflow and Process Redesign
Webinar
1.2
Chart Conversion Planning
Templates, guidance & considerations for managing paper chart conversions
Word Doc
X X X
1.2
Business Case: Total Cost of Ownership and Return on Investment
Advanced template & worksheet to assist in readiness calculations for analyzing costs of technology + benefit of acquiring technology
XLS X X X
STEP 3: Select or Upgrade to a Certified EHR. There are a number of steps involved in choosing the right EHR system for your practice. Eligible health care professionals and hospitals must use certified EHR technology in order to achieve meaningful use incentive payments. Looking to choose the right system for your practice or Incentive Program eligibility? Start here.
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 5
EHR User Track
HIT Toolkit
Section
Toolkit Item(Document
Name)
Tool Description(Check Toolkit Menu Section for Complete
Descriptions)
File Format
Track 1 –
Core Docume
ntsor Small
Office
Track 2 –
Large or
Adv Practi
ce Offic
e
Track 3 –
Upgrade or Resel
ect
Track 4 –
Adv EHR
User or MU
Incentives
Overview Documents (before you select)Section 1.Select
1.3
HIT Code of Conduct
Informational resource to review prior to engaging EHR vendors
Word Doc
Opt. X X
1.3
Vendor Selection and Understanding the Marketplace
Temporary high-level overview document. ***Watch for future updates & notifications
WordDoc
X X X
1.3
Vendor Selection and Understanding the Marketplace
This web link is temporarily not available***Watch for future updates & notifications
PPT
Remaining items in Section 1.3 are designed to assist with the preparation and facilitation of a Request for Proposal (RFP) process. Not all Tracks require a formal RFP process (although RFP recommended when appropriate, reviewing tools will assist with establishing unique practice criteria & needs)1.3
Requirements Analysis:Begin with an Analysis of your Practice
Temporary high-level overview document. Note: Functional requirements on page 2 ***Watch for future updates & notifications
Word Doc
X X X
1.3
Request for Proposal:Preparing an RFP
General RFP template including (a) high-level functional requirements of certified EHR and (b) questions & operational considerations
Word Doc
X X X
1.3
Key DifferentiatorsDefining Key Criteria
General template examples and guidance to preparing key differentiators
Word Doc
X X X
1.3
RFP Analysis Guide for sending out RFP & analyzing results
Word Doc
X X X
1.3
PMS FunctionalityDifferentiating PMS and EHR
Information & template differentiating EHR and PMS functionality. Functional template specific to PMS as needed
Word Doc
X X X
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 6
1.3
Input Device PlanningHardware/Input Requirements
Planning for hardware and input device capabilities when making recommendation or selecting EHR
Word Doc
X X X
1.3
CCHIT- Certification Commission for Health Information Technology
Link to check latest information and ONC-ATCB certified products
Link X X X
Selecting a Vendor: Tools to help in selection process for your Vendor of Choice1.3
Vendor of Choice
Guidance & checklist for overall acquisition (Selection) Process
Word Doc
X X X
1.3
Due Diligence: Demonstration Plan
Template & checklist to arrange product demonstrations
Word Doc
X X X
1.3
Due Diligence:Site Visit Plan
Template & checklist to arrange site visit plan
WordDoc
Opt. X Opt.
1.3
Due Diligence: Reference Check Plan
Template & checklist to conduct reference checks
Word Doc
X X X
1.3
Contract Checklist
EHR vendor pre- and post-negotiating tasks & tips you should be aware of when negotiating vendor agreements or contracts
Word Doc
X X X
STEP 4: Conduct Training and Implement an EHR System. EHR implementation involves the install of the EHR system and associated activities, such as training, go-live and pilot testing.
EHR User Track
HIT Toolkit Section
Toolkit Item
(Document Name)
Tool Description(Check Toolkit Menu Section for Complete
Descriptions)
File Format
Track 1 –
Core Docume
ntsor Small
Office
Track 2 –
Large or
Adv Practi
ce Offic
e
Track 3 –
Upgrade or Resel
ect
Track 4 –
Adv EHR
User or MU
Incentives
Project Planning & WorkflowSection 2.Implement
2.1
Project Planning
Overview of basic elements of Project Planning using Microsoft word.
Word Doc
Opt. Opt. Opt.
2.1
Project Plan
Project Plan Template XLS Opt. Opt. Opt.
2.1
Issues Management
Guidance & Template for managing issues before, during & after
Word Doc
X X X
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 7
implementation2.1
Workflow and Process Improvement
Resource for addressing workflow & process changes during implementation
Word Doc
X X X X
2.1
Policy and Procedure Checklist
Checklist & Template identifying Policy or Procedures which may need review or updates
Word Doc
Opt. X Opt. Opt.
All EHR System vendors will provide some level of implementation guidelines and checklists for use during Implementation Phase. Remaining tools in Section 2.1 can be used as reference or supplemental (gap) resources to assist with additional materials or Templates you may need.2.1
Forms and Reports Analysis
Use this tool to determine what data you collect – and by whom – to identify reports you generate
XLS Opt. Opt. Opt. Opt.
2.1
System Build doc
3 different file formats reviewing tool to help with understanding tasks performed during a system build; geared toward larger EHR systems or Client-Server based solutions
Word Doc
Opt. X Opt.
2.1
System Build ppt
PPT
2.1
System Build Webinar
Webinar
2.1
Space Planning
Planning for space or physical layout considerations; including equipment, security & practice flow
Word Doc
Opt. X Opt.
2.1
Change Control
Overview of Change Control management process; geared toward larger staff or multi-site offices
Word Doc
X X X
2.1
Security Risk Analysis and HITECH Requirements
High-level overview including links
Word Doc
X X X X
2.1
Workflow Breach Notification in HIPAA Covered Entities
High-level overview of Breach Notification workflow
Word Doc
X X X X
2.1
Vocabulary
Data related definitions (e.g. unstructured data, discrete data)
Word Doc
X X X
2.1
Incorporating
Resource and Template to help
Word Doc
Opt. X Opt. Opt.
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 8
Clinical Practice Guidelines
incorporate needed or required clinical practice guidelines into EHR system functionality
2.1
Incorporating Clinical Decision Support
Resource & Checklist of considerations, factors and use of CDS alert notifications in your practice
Word Doc
Opt. X X X
2.1
Training Plan
Checklist & Template for additional training considerations in larger office or staff environments
Word Doc
X Opt. Opt.
2.1
Testing Plan
Checklist & Template of EHR tests typically performed
Word Doc
X Opt. Opt.
2.1
Rollout and Turnover Strategies
Checklist & Template for larger or multi-site offices to consider Implementation or Go-Live strategies (e.g., Phased or all-at-once)
Word Doc
X X
2.1
Go-Live Checklist
Checklist for Go-Live planning
Word Doc
X X X
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 9
STEP 5: Achieve Meaningful Use. The final phase of EHR implementation is effectively utilizing your EHR system in a meaningful way, improve quality of care and optimize your practice. For Eligible Professionals participating in EHR Incentive Program this includes successfully attesting and demonstrating meaningful use of EHR, and reassessing what you have learned from training and everyday use of the system.
EHR User Track
HIT Toolkit Section
Toolkit Item(Document
Name)
Tool Description(Check Toolkit
Menu Section for Complete
Descriptions)
File Format
Track 1 –
Core Docume
ntsor Small
Office
Track 2 –
Large or
Adv Practi
ce Offic
e
Track 3 –
Upgrade or Resel
ect
Track 4 –
Adv EHR
User or MU
Incentives
The majority of EHR vendors provide system tools including assessment wizards, dashboards or other reporting features to capture and monitor Meaningful Use, Quality Measures and other key clinical data/reporting requirements. Section 2.2 provides additional resources to assist with EHR Incentive Program and Meaningful Use Attestation process.
Section2.Achieving MU
2.2
Introduction to Medicare EHR Incentive Program for Eligible Providers
Comprehensive easy-to-navigate Beginner’s Guide to EHR Incentive Program, published by CMS
PDF X X X X
2.2
Quick Guide to the Clinical Quality Measures
Overview, guide and links to understanding Clinical Quality Measures (CQM), published by CMS
PDF X X X X
2.2
Chiropractic MU and CQM Requirements & Exceptions
Eligible Provider Meaningful Use Checklist & Exceptions for Chiropractors **Watch for Updates**
XLS X X X X
2.2
Pre-Attestation Review
Meaningful Use Pre-Attestation Review & Checklist for EP’s
Word Doc
X X X X
2.2
Attestation Audit Tracking Tool
Checklist of recommended documents to retain for MU Audit
Word Doc
X X X X
Section 2.3 provides supplemental resources which may be needed or to assist in achieving meaningful use or support effective utilization of EHR system
Section2.EffectiveUse
2.3
Continuity of Care Document
Understanding CCD/CCR (Continuity of Care Documents or Records) Use and Structure
Word Doc
Opt. Opt. Opt. Opt.
2.3
Optimization Strategies for Point of Care Charting
Resource & Checklist for making cultural shift from paper to electronic charting
Word Doc
Opt. X X Opt.
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 10
2.3
Optimization Strategies for CDS (Clinical Decision Support)
Resource, Checklist & Template for integrating effective CDS support in your practice
Word Doc
X X X Opt.
2.3
Optimization Strategies for Registries
Advanced Resource & Template document understanding & optimizing registries and registry functionality
Word Doc
Opt. Opt. Opt.
2.3
Utilizing EDMS and Hybrid Record Risk Management
Checklist and considerations implementing Electronic Document Management Systems (EDMS) into EHR systems
Word Doc
As Needed
As Neede
d
As Need
ed
Opt.
2.3
HIT Upgrades
Upgrade management overview & definitions; appropriate mainly to larger, client-server, or non-hosted systems
Word Doc
Opt. X Opt. Opt.
2.3
Quality Measurement, Reporting and Improvement
Guidance, Links & Templates for PQRS (Physician Quality Reporting System)
Word Doc
X X X X
Resources in Toolkit Section 3.1 and 3.2 address elements of Health Information Exchange (HIE) and Interoperability
Section 3.Inter-operate
3.1
HIE Readiness
Resource for Understanding HIE, and Assessing your Readiness. Published by MN Dept of Health but inclusive of applicable terms & links
Word Doc
X X X X
3.1
HIE Data Exchange Priorities
HIE Data Exchange Worksheet
Word Doc
X X X X
3.1
HIE Technology
Introduction to technology used in HIE
Word Doc
Opt. X Opt. Opt.
3.1
HIE Goals and Governance
Information on various health information organizations
Word Doc
Opt. X Opt. Opt.
3.1
HIE Interoperability
Health Information Exchange Guidance for Minnesota’s Health and
PPT Opt. X Opt. Opt.
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 11
Healthcare Providers – MDH
3.1
HIE Data Stewardship
Data stewardship & fair health information practices
Word Doc
Opt. X Opt. Opt.
3.1
Personal Health Record Technology
Overview of PHR Technology
Word Doc
Opt. Opt. Opt. Opt.
3.1
HIE Policy and Procedure for PHR
Temporary high-level overview document. ***Watch for future updates & notifications
Word Doc
X X X X
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 12
STEP 6: Continue Quality Improvement. This final phase refers to reassessing what you have learned from everyday use of the system and emphasizes continuous evaluation of your practices goals and needs post-EHR implementation and driving continual improvement toward improved quality-of-care.
EHR User Track
HIT Toolkit Section
Toolkit Item
(Document Name)
Tool Description(Check Toolkit Menu Section for Complete
Descriptions)
File Format
Track 1 –
Core Docume
nts& Small Office
Track 2 –
Large or Adv Practi
ce Office
Track 3 –
Upgrade or Resele
ct
Track 4 –
Adv EHR
User or Incenti
ves
Former Section 2.3 documents provides resources to assist with tracking your unique practice goals; including operational efficiencies, staff-user and patient-user satisfaction for sustainable, effective use of your EHR system in your practice. Additional materials & guidance will be continually added to this section.
Section 4.Continue Quality
4.1
Monitoring Goal Achievement
Template to help measure how/if EHR activities & adoption goals are being achieved
Word Doc
Opt. X X Opt.
4.1
HIT Adoption Milestone Results
Template & Worksheet to measure HIT Adoption activities & achievement
Doc Opt. X Opt. Opt.
4.1
Benefits Realization
Template & Worksheet to calculate non-monetary benefits of HIT, operational & process improvement
XLS Opt. X X Opt.
4.1
Intervention Strategies
Guidance & Workflow diagram to diagnosing problems in achieving effectiveness or efficiency from EHR system
Word Doc
Opt. X X Opt.
4.1
HIT User Satisfaction
Sample EHR User Survey
Word Doc
X X X
4.1
HIT Patient Satisfaction
Patient Satisfaction Template & Survey for analysis before and after adoption
Word Doc
X X X X
4.1
Routine System Maintenance Checklist
Guidance & Checklist for ongoing IS (information system) maintenance
Word Doc
X X X Opt.
Additional notes and recommendations: Refer to Support section on Toolkit Menu for support and contact information for
assistance with these tools. Continual program updates, modifications to resources and resource documents are
part of ongoing process for quality improvement practices and Toolkit value. We
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 13
highly recommend chiropractic offices sign up to Receive Toolkit Updates (also under Support section), bookmark Toolkit Main Page or check back frequently for most current documents and latest information.
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 14
Copyright © 2011 Stratis Health. Funded by Chiropractic Care of Minnesota, Inc. (ChiroCare), www.chirocare.com
Adapted from Stratis Health’s Doctor’s Office Quality – Information Technology Toolkit, © 2005, developed by Margret\A Consulting, LLC. and produced under contract with the Centers for Medicare & Medicaid
Services (CMS), an agency of the U.S. Department of Health and Human Services.
For support using the toolkitStratis Health Health Information Technology Services
952-854-3306 [email protected]
www.stratishealth.org
Section 1.1 Adopt – Assess – Toolkit Index and Table of Contents - 15