HIM 500 Sample Evaluation Matrix This is a completed version: Vendor Evaluation Matrix Instructions: Score each vendor on a scale from 1 (poor) to 5 (excellent) on each of your prioritized items. Total up your ratings for each vendor to help make your comparisons. Write the names of the vendors you are comparing in the watermark space provided in vendor columns. Use the blank rows at the end of the worksheet to ask your own questions. Functionality/Usability Priority Vendor A Vendor B Vendor C Charting 26 41 31 Can the system accommodate (and potentially improve) my workflow? HIGH 3 5 4 Can I easily build and/or customize “off-the- shelf” templates? MED 3 4 2 Does the system offer a variety of data entry options, e.g., dictation, voice recognition, structured notes, etc.? MED 2 4 3 Can I make subsequent edits and addendums to clinical documentation? HIGH 4 5 4 Does the system alert me about unfinished portions of the clinical documentation and can I bypass it if necessary? HIGH 3 4 3 Can I access other such clinical information as previous labs, progress notes, etc. from a patient’s “electronic chart” while charting? HIGH 3 5 4 Does the system allow me to multi-task, e.g., create task, order lab, etc. while charting? LOW 3 5 4 Does the system allow me to forward patient information to staff, other physicians, etc. via email, electronic faxing, messaging, etc.? MED 3 4 3 Does the system ensure that only authorized clinicians can sign clinical documentation? HIGH 2 5 4 Prescriptions 21 28 24 Can I complete a prescription within a few clicks? HIGH 3 3 4 Can I look up medication information, and is this information valuable? MED 2 4 4 How extensive (and how sensitive) is the system’s interactions-checking capability, e.g., drug-drug, drug-allergy, drug-food? MED 3 5 4 How accurate is the system in identifying drug-condition warnings, e.g., pregnancy? LOW 3 5 3 Can I refill a medication within a few clicks? Can previous sigs be viewed from the refill screen? MED 3 4 3 Can the system handle multiple drug formularies? LOW 3 4 2 Can the system send prescriptions electronically to pharmacies in my local market? MED 4 3 4 Lab and Results Management 21 27 24 Can I complete a lab order within a few clicks? HIGH 2 3 4 Can the system send lab orders electronically to laboratories, hospitals, etc. in my local market? HIGH 4 4 3 Can I pull up and review lab results within a few clicks? HIGH 3 4 4 Can the system receive lab results electronically from laboratories, hospitals, etc. in my local market? HIGH 3 3 4 Does the system notify me of abnormal lab results and provide normal ranges? MED 3 4 3 Can the system show me trending of results over time? MED 3 4 3 Can I create and/or customize “off-the-shelf” order sets? LOW 3 5 3 Decision Support 9 11 11 Does the system utilize clinical information from all parts of ...

1. HIM 500 Sample Evaluation Matrix
This is a completed version:
Vendor
Evaluation
Matrix
Instructions: Score each vendor on a scale from 1 (poor) to 5
(excellent) on each of your prioritized items. Total up your
ratings for each vendor to help
make your comparisons. Write the names of the vendors you are
comparing in the watermark space provided in vendor columns.
Use the blank rows at
the end of the worksheet to ask your own questions.
Functionality/Usability Priority
Vendor
A
Vendor
B
Vendor
C

2. Charting 26 41 31
Can the system accommodate (and
potentially improve) my workflow? HIGH 3 5 4
Can I easily build and/or customize “off-the-
shelf” templates? MED 3 4 2
Does the system offer a variety of data entry
options, e.g., dictation, voice recognition,
structured notes, etc.?
MED 2 4 3
Can I make subsequent edits and
addendums to clinical documentation? HIGH 4 5 4
Does the system alert me about unfinished
portions of the clinical documentation and
can I bypass it if necessary?
HIGH 3 4 3
Can I access other such clinical information
as previous labs, progress notes, etc. from a
patient’s “electronic chart” while charting?
HIGH 3 5 4
Does the system allow me to multi-task, e.g.,
create task, order lab, etc. while charting? LOW 3 5 4
Does the system allow me to forward patient
information to staff, other physicians, etc. via

3. email, electronic faxing, messaging, etc.?
MED 3 4 3
Does the system ensure that only authorized
clinicians can sign clinical documentation? HIGH 2 5 4
Prescriptions 21 28 24
Can I complete a prescription within a few
clicks? HIGH 3 3 4
Can I look up medication information, and is
this information valuable? MED 2 4 4
How extensive (and how sensitive) is the
system’s interactions-checking capability,
e.g., drug-drug, drug-allergy, drug-food?
MED 3 5 4
How accurate is the system in identifying
drug-condition warnings, e.g., pregnancy? LOW 3 5 3
Can I refill a medication within a few clicks?
Can previous sigs be viewed from the refill
screen?
MED 3 4 3
Can the system handle multiple drug
formularies? LOW 3 4 2
Can the system send prescriptions
electronically to pharmacies in my local
market?

4. MED 4 3 4
Lab and Results Management 21 27 24
Can I complete a lab order within a few
clicks? HIGH 2 3 4
Can the system send lab orders
electronically to laboratories, hospitals, etc.
in my local market?
HIGH 4 4 3
Can I pull up and review lab results within a
few clicks? HIGH 3 4 4
Can the system receive lab results
electronically from laboratories, hospitals,
etc. in my local market?
HIGH 3 3 4
Does the system notify me of abnormal lab
results and provide normal ranges? MED 3 4 3
Can the system show me trending of results
over time? MED 3 4 3
Can I create and/or customize “off-the-shelf”
order sets? LOW 3 5 3
Decision Support 9 11 11
Does the system utilize clinical information
from all parts of the chart to provide decision
support?

5. MED 3 3 4
Does the system alert me when patient data
indicates that intervention is recommended? MED 3 5 4
Can I access medical literature, clinical
guidelines, etc.? LOW 3 3 3
Disease and Population Management 8 16 13
Assuming good data entry for all patients,
can I query the system and identify patients
that have a particular condition, are on a
certain medication, etc.?
MED 2 4 3
Does the system track patients for follow-up
and send out reminders? LOW 2 5 3
Can I create ad-hoc reports, or am I limited
to ones provided off-the-shelf? Can I
customize these reports?
LOW 3 4 4
Does reporting module handle “and/or”
queries together? MED 3 3 3
Health Record Management 16 24 18
Can I look up a patient by a number of
different criteria, e.g., name, MRN, SSN,
etc.?
MED 3 5 4

6. Does the system provide a summary view of
a patient’s health status? LOW 4 5 3
Does the system handle other such clinical
documents as X-rays, reports, etc.? MED 3 5 3
Does the system allow me to maintain
patient lists, e.g., problems, allergies,
medications, etc.?
MED 3 5 4
Can I organize patient information within the
system in a similar way to my paper charts? LOW 3 4 4
Clinical Tasking and Messaging 14 22 17
Can I access and manage various tasks,
e.g., sign progress notes, review labs, etc.
within a few clicks?
HIGH 2 5 3
Can I task or message someone else in the
practice and do it with a few clicks? MED 2 4 3
Does system alert me of overdue tasks and
urgent lab results? LOW 3 5 3
How disruptive are the alerts, are they
customizable, and can they be overridden? LOW 4 4 4
Can I manage tasks and messages from a
computer other than my own? LOW 3 4 4

7. Financial Considerations 17 17 21
Roughly how much could the system cost my
clinic? HIGH 3 2 4
Can you offer an Application Service
Provider (ASP) option, purchase option, or
monthly subscription option?
MED 3 2 3
Roughly how much do the software licenses
cost? HIGH 2 2 3
About how much will ongoing maintenance
and upgrades cost? MED 3 2 3
How often will a support person(s) be
available once the system goes “LIVE” in
case of any system difficulty?
MED 3 5 4
How are the licenses issued? Concurrent
user versus per practitioner? MED 3 4 4
TOTAL SCORE 132 186 159
Vendor Evaluation Matrix

8. Instructions: Score each vendor on a scale from 1 (poor) to 5
(excellent) on each of your prioritized items. Total up your
ratings for each vendor to help make your comparisons. Write
the names of the vendors you are comparing in the watermark
space provided in vendor columns. Use the blank rows at the
end of the worksheet to ask your own questions.
Functionality/Usability
Priority
Vendor
A
Vendor
B
Charting
Can the system accommodate (and potentially improve) my
workflow?
Can I easily build and/or customize “off-the-shelf” templates?
Does the system offer a variety of data entry options, e.g.,
dictation, voice recognition, structured notes, etc.?

9. Prescriptions
Can I complete a prescription within a few clicks?
Can I look up medication information, and is this information
valuable?
How extensive (and how sensitive) is the system’s interactions-
checking capability, e.g., drug-drug, drug-allergy, drug-food?

10. Lab and Results Management
Can I complete a lab order within a few clicks?
Can the system send lab orders electronically to laboratories,
hospitals, etc. in my local market?
Can I pull up and review lab results within a few clicks?

11. Decision Support
Does the system utilize clinical information from all parts of the
chart to provide decision support?
Disease and Population Management
Assuming good data entry for all patients, can I query the

12. system and identify patients that have a particular condition, are
on a certain medication, etc.?
Health Record Management
Can I look up a patient by a number of different criteria, e.g.,
name, MRN, SSN, etc.?
Does the system provide a summary view of a patient’s health
status?

13. Clinical Tasking and Messaging
Can I access and manage various tasks, e.g., sign progress
notes, review labs, etc. within a few clicks?
Can I task or message someone else in the practice and do it
with a few clicks?
Financial Considerations

14. Roughly how much could the system cost my clinic?
TOTAL SCORE
2

15. HIM 500 Module Seven Activity Guidelines and Rubric
This activity will help you practice evaluating technology
systems and the factors used to evaluate them. This activity is a
companion to the milestone due in this
module and will help you with your technology
recommendations.
For this activity, complete the following:
Using the Evaluation Matrix Template provided, complete the
evaluation of the clinical information system (CIS) for the two
vendors listed in the Technology
Information Sheet. A portion of the evaluation matrix has been
completed, but you will need to add additional items to fully vet
the vendors. You will need to
come up with at least two additional evaluation factors along
the lines of security, usability, functionality, accessibility, etc.
to complete this assignment.

16. Review the Evaluation Matrix Example to help you complete
your matrix.
Support your answer with relevant sources.
You will be graded on the following critical elements:
of the technologies/vendors?
additional evaluation factors? You can take inspiration from the
completed example.
upport: Did you support your answers? For example, if
you gave a high score to one of the vendors on a certain
element, can you explain why? You
may use the Technology Information Sheet as a source.
Note: It is suggested that you complete this activity before you
finish the milestone in this module. However, you do not need
to wait for instructor feedback on
this assignment to complete the milestone. You can incorporate
the feedback from this assignment and the milestone before you
submit the final project in
Module Nine.
Guidelines for Submission: Use the Evaluation Matrix Template
to complete this assignment. All sources should be cited using
APA style.
Critical Elements Proficient (100%) Needs Improvement (70%)
Not Evident (0%) Value
Matrix Completes the matrix Partially completes the matrix
Does not complete the matrix 30

17. Evaluation Factors Provides at least two additional
evaluation factors for the
vendors chosen for the
organization
Provides at least two additional
evaluation factors for the
vendors chosen for the
organization, but lacks detail or
clarity
Does not provide at least two
additional evaluation factors for
the vendors chosen for the
organization
35
http://snhu-
media.snhu.edu/files/course_repository/graduate/him/him500/hi
m500_evaluation_matrix_template.docx
http://snhu-
media.snhu.edu/files/course_repository/graduate/him/him500/hi
m500_technology_information.pdf
http://snhu-
media.snhu.edu/files/course_repository/graduate/him/him500/hi
m500_technology_informati on.pdf
http://snhu-
media.snhu.edu/files/course_repository/graduate/him/him500/hi
m500_sample_evaluation_matrix.pdf
http://snhu-
media.snhu.edu/files/course_repository/graduate/him/him500/hi
m500_evaluation_matrix_template.docx

18. Support Supports ratings and claims in
matrix with rational explanations
and sources where possible
Supports ratings and claims in
matrix but with gaps in detail or
clarity
Does not support ratings or
claims with rational explanation
or sources
25
Articulation of Response Submission is free of errors of
organization and grammar
Submission contains errors of
organization and grammar, but
errors are limited enough so that
the submission can be

19. understood
Submission contains errors of
organization and grammar
making the submission difficult
to understand
10
Total 100%
HIM 500 Module Seven Activity Guidelines and Rubric
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