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Development of a Clinical
Informatics Strategy in a Medical
Group Practice
KARIE RYAN, RN, MS
Clinical Informatics Defined
A team of clinicians who are experts in clinical workflow, systems
education and change processes; including system design,
implementation and adoption of technology in the clinical
setting.
Clinical Informatics Strategy
 To develop a team of clinical experts to support clinical
workflow optimization, systems education, and change
management. In addition, the team will assist in system
optimization, implementation and adoption of technology in
the medical group practice. This will be accomplished in
cooperation with medical group leadership, medical group
providers and information technology leaders and associates.
The strategy will consist of three elements: process
development, education and human capital.
Organization
State of the Business
 Medical Group
 100 providers
 Acquired large physician practice
 Totaled 250 providers
 2 distinct cultures
 2 instances of same EMR
 Variability in practice standards
 Variability in practice by roles (MA, MD, ARNP, PA)
 Generic onboarding education for all roles
Desired State
 Merge into one instance of the EMR
 Standardize practice
 Standardize roles
 Implement a change management process
 Implement education standards and competencies
 Implement role-based onboarding education
 Implement standardized communication
State of the Department
 CI Acute Care Team
 Developed 3 years ago
 Staff well known to clinicians
 Well defined processes
 Clearly defined roles (CI vs IT)
 Standard communication
 12 CIs, 5 Physician Educators, 7 Clinical Educators
 Medical Group
 IT team did full EMR support
 Processes not well defined
 Lack of role clarity among clinical support roles
3 Elements of Informatics Strategy
Process
Development
Education
Human Capital
Process Development
Prioritization
• Service Request Intake
• Triage Committee
(service request review)
• Resource Planning
Change Process
• Communication
• Testing
• Release
Management
Incident Intake
• CTIs Developed
• Incident Management
• Separation of incidents
from service requests
Education
Onboarding
• Role Based
Training
• Standard training
plans
• Competency
development
Rounding
• Geographic
assignments
• “Uniform”
Release Management
• Standard templates
• Communication
• reliable email
groups
Human Capital
Clinical Informatics
• Workflow design
• Adoption
• Test plan
development
Provider Education
• Onboarding
• Rounding
• Change
Management
FTEs
• 4 Clinical
Informaticists
• 5 Provider
Educators
Implementing the Strategy
 Leadership: Acute and Medical Group
 CNIO, Director, Manager
 12 Cis in Acute: 4 were moved to Ambulatory
 New Provider Educators (PEs) were hired
 Lots of support!
 Socialize the Plan with Medical Group leadership and IT Staff
 Clarify Roles of CI and IT
 Hire new PEs
Implementation Con't
 Charter Triage Committee
 Design Change Management workflow
 Design Release Management workflow
 Design Education Plan
 Transition onboarding from IT staff to CI Education
 Participate in System standardization teams
 Standardize and initiate the Communication Plan
Then What Happened...
 Challenges
 Culture
 Technical challenges
 CI and IT role- additional clarification
needed
 Shifting organizational priorities
 Lessons Learned
 Role clarification throughout the
organization
 Separate team leadership would be
ideal (competing priorities with acute
care)
 Elevate the role of the CMIO in the
implementation strategy
 Define clear expectation on the role of
the business unit
Next Steps
 Evaluate all processes and modify as needed
 Engage the informaticists in more business and clinical processes (registration,
revenue cycle, care management)
 Implement a business relationship role for the medical group
 Transition more Acute CIs to Medical Group/cross functional
 Right size the Provider Education group
 Continue to standardize practice across locations and specialties
Questions?

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KarieRyanPresentation41316v3

  • 1. Development of a Clinical Informatics Strategy in a Medical Group Practice KARIE RYAN, RN, MS
  • 2. Clinical Informatics Defined A team of clinicians who are experts in clinical workflow, systems education and change processes; including system design, implementation and adoption of technology in the clinical setting.
  • 3. Clinical Informatics Strategy  To develop a team of clinical experts to support clinical workflow optimization, systems education, and change management. In addition, the team will assist in system optimization, implementation and adoption of technology in the medical group practice. This will be accomplished in cooperation with medical group leadership, medical group providers and information technology leaders and associates. The strategy will consist of three elements: process development, education and human capital.
  • 5. State of the Business  Medical Group  100 providers  Acquired large physician practice  Totaled 250 providers  2 distinct cultures  2 instances of same EMR  Variability in practice standards  Variability in practice by roles (MA, MD, ARNP, PA)  Generic onboarding education for all roles
  • 6. Desired State  Merge into one instance of the EMR  Standardize practice  Standardize roles  Implement a change management process  Implement education standards and competencies  Implement role-based onboarding education  Implement standardized communication
  • 7. State of the Department  CI Acute Care Team  Developed 3 years ago  Staff well known to clinicians  Well defined processes  Clearly defined roles (CI vs IT)  Standard communication  12 CIs, 5 Physician Educators, 7 Clinical Educators  Medical Group  IT team did full EMR support  Processes not well defined  Lack of role clarity among clinical support roles
  • 8. 3 Elements of Informatics Strategy Process Development Education Human Capital
  • 9. Process Development Prioritization • Service Request Intake • Triage Committee (service request review) • Resource Planning Change Process • Communication • Testing • Release Management Incident Intake • CTIs Developed • Incident Management • Separation of incidents from service requests
  • 10.
  • 11. Education Onboarding • Role Based Training • Standard training plans • Competency development Rounding • Geographic assignments • “Uniform” Release Management • Standard templates • Communication • reliable email groups
  • 12. Human Capital Clinical Informatics • Workflow design • Adoption • Test plan development Provider Education • Onboarding • Rounding • Change Management FTEs • 4 Clinical Informaticists • 5 Provider Educators
  • 13. Implementing the Strategy  Leadership: Acute and Medical Group  CNIO, Director, Manager  12 Cis in Acute: 4 were moved to Ambulatory  New Provider Educators (PEs) were hired  Lots of support!  Socialize the Plan with Medical Group leadership and IT Staff  Clarify Roles of CI and IT  Hire new PEs
  • 14. Implementation Con't  Charter Triage Committee  Design Change Management workflow  Design Release Management workflow  Design Education Plan  Transition onboarding from IT staff to CI Education  Participate in System standardization teams  Standardize and initiate the Communication Plan
  • 15.
  • 16. Then What Happened...  Challenges  Culture  Technical challenges  CI and IT role- additional clarification needed  Shifting organizational priorities  Lessons Learned  Role clarification throughout the organization  Separate team leadership would be ideal (competing priorities with acute care)  Elevate the role of the CMIO in the implementation strategy  Define clear expectation on the role of the business unit
  • 17.
  • 18. Next Steps  Evaluate all processes and modify as needed  Engage the informaticists in more business and clinical processes (registration, revenue cycle, care management)  Implement a business relationship role for the medical group  Transition more Acute CIs to Medical Group/cross functional  Right size the Provider Education group  Continue to standardize practice across locations and specialties

Editor's Notes

  1. Each organization has their own definition of CI It’s important to define the scope of CI in our organization.
  2. With CI defined, I can now define the strategy.
  3. It’s important to understand the make up of the entire organization to understand where this strategy fits in.
  4. The State of the business at the time of developing the CI strategy is important as I will later describe some of the important challenges we encountered. But this sets the stage for the project itself.
  5. Where were we headed? We went into the implementation after defining the desired state. Describe…
  6. To finish putting everything into context, it’s important to define further describe the state of the CI dept.
  7. Success in the acute setting led to lots of organizational support for the provider educators No one to train the CIs: used key staff to expose them to as many aspects of the business as possible.