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Business Process Management
and its Evolution
An ACOG example
Denis Gagné
CEO & CTO, Trisotech
Steve Hasley
CMIO, ACOG
All logos, trademarks and registered trademarks are the property of their respective owners.
OMG Standard Body
• One of the most successful forums for creating open
integration standards in the computer industry
• Middleware platforms (DDS™, CORBA® and related specs)
• Modeling platforms (UML®, BPMN™, SysML® and related
work)
• System Assurance (SACM, DAF for SSCD ...)
• Vertical domain specifications (Finance, Healthcare, C4I, ...)
• Member-controlled industrial consortium
• Both vendors and users
• Not-for-profit
• Adopted specifications are freely available to all
• Visit http://www.omg.org
• Path to adoption by ISO and other standards bodies
The evolution of business applications
“Giving back control to business”
Data
Process
Rule
Business
Application
Process
Rule
Business
Application
Data
Process
Rule
Business
Application
Data
Process
Business
Application
Data
Rule
Legacy Modern
From systems of records to systems of engagements
What are
BPMN,
CMMN and
DMN
• Open Standards published by the Object
Management Group (OMG)
• Unambiguous graphical notations for
modeling processes, cases and decisions
• Platform agnostic
• Modeling techniques that can easily be
learned by both clinicians and
informaticians
Business Process
Model & Notation
Case Management
Model & Notation
Decision
Model & Notation
BPM+
• BPMN
• Flow diagrams
• Good for processes
• DMN
• Can make complex decisions
• Can input numbers, T/F, valuesets, dates
and durations
• Can have multiple outputs
• CMMN
Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools
that allow customers to discover, model, analyze and find insights into their digital enterprise.
BASIC ELEMENTS
Pool
Event
Activity
Gateway
FLOW
20161007
BPMN Quick Guide
A simple, basic, yet
complete, BPMN reference
accessible to everyone.
www.BPMNQuickGuide.com
Start
Event
Service
Task
Decision
Task
Data
Object
End
Event
End
Event
Intermediate
Message
Event
BPMN is a universal graphical notation for documenting business processes and driving process
improvement initiatives. It enables a disciplined process approach that allows organizations to
become more efficient.
www.Trisotech.com
Download Free
BPMN, CMMN and DMN
templates at
www.Trisotech.com/Visio
Sequence
Flow
Message
Flow
Data
Association
Subprocess
Case
TaskTriggers a new
process instance
External Participant
to the process
What is done next
Task to be
completed
Routing
Information
required as input
End state
of the process
External
communication
Business Process
Model & Notation
Stage
BASIC ELEMENTS
CONNECTOR
Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools
that allow customers to discover, model, analyze and find insights into their digital enterprise.
20161007
www.Trisotech.com
Download Free
BPMN, CMMN and DMN
templates at
www.Trisotech.com/Visio
Timer
Event
Non
Blocking
User Task
Process
Task
Discretionary
Task
Decision
Task
Milestone
Case File
Item
User
Event
[Update]
Case Plan Model
Blocking
User Task
CMMN offers a common notation for graphically expressing work patterns that require
management of a case. It enables a paradigm shift from prescriptive processes to supporting
knowledge-intensive work facing uncertain contexts.
Task done at the
user's discretion
Manually
activated stage
Occurrence of
a change in the
file information
A required task
Action
Condition
Event
The context in which to react to
events. Event- Condition- Action
Termination
criteria
EVENT
CONDITION
ACTION
Discretionary
Association
OnPart
Connector
Task
Criterion
Event Listener Case File Item
Case Management
Model & Notation
Decision
Input Data
Decision 1
Decision 2 Input Data 3
Input Data 1 Input Data 2
Knowledge
Source
www.Trisotech.com
BASIC ELEMENTS
REQUIREMENTBusiness
Knowledge
Model
20161007
Download Free
BPMN, CMMN and DMN
templates at
www.Trisotech.com/Visio
Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools
that allow customers to discover, model, analyze and find insights into their digital enterprise.
DMN provides a modeling notation to capture business decision requirements and decision logic.
It increases an organization’s agility and adaptability by capturing the business decisions
independently from where they are used.
Decision logic using a Decision Table
Decision Requirement Diagram (DRD)
Each row
is a rule
Conditions
Result
Defined
decision logic
Re- usable
decision logic
Input required
for the decision
Authority source
of this data
Information Knowledge Authority
Decision
Model & Notation
Variable
Every work effort instance
looks slightly different
Unpredictable The exact course of action is
unknown and highly
situation specific
Emergent
The exact course of action
only emerges during process
execution when more
information becomes
available
When to use BPMN, CMMN or DMN
OMG BPM Health
Work Group
Goals:
• Exploring a Model Driven approach to capturing Clinical
Pathway
• Use OMG open standards BPMN, CMMN, and DMN to
define the workflow of care and decision-making at the
level of granularity that offers a complete, flexible
solution, including semantic clarity, robust decision logic,
human readable AND machine executable.
Deliverables:
• Field Guide to Shareable Clinical Pathways
• Pilot use case: Antenatal Care Models
www.OMG.org
Motivation
• Healthcare Information Technology
(HIT) has a great potential to improve
efficiency and quality of clinical health
care
• Our goal is to make an explicit,
understandable connection between
HIT and the methodical improvement
of clinical health care
• To make Clinical Pathways shareable it
is recommended to use
internationally accepted standards
where possible
• Process Management: BPMN
• Case Management : CMMN
• Decision Management : DMN
Sharable
Clinical
Pathways
A clinical pathway is a care process (activities and
resources) involving orchestration and coordination of
multidisciplinary care organizations along with the
patient to realize the patient’s Care Plan
Well documented clinical pathways can improve
communication by providing consistent and
coordinated workflow steps and goals to patients and
care team members, to ensure common practices and
results
Sharable Clinical Pathways are meant to be explicit
guidelines with formal, repeatable semantics that are
understandable by care team members and patients as
well as being computer interpretable
Field Guide Antenatal Pilot
Overview of ACOG Projects
OPA FPAR 2.0
Modeling Shareable
Clinical Pathways
Electronic Clinical
Quality Measures
(eCQMs)
ACOG Prenatal Record -
Dorsata
ACOG Comprehensive
Women’s Medical
Record
Birth Registry
iGroup
Antenatal Care
Pain and Bleeding
Genetics
Menopause
Narrative Documents
Benefits Gaps
And we don’t seem to be able
to move the needle on
Outcome metrics
Outcomes
Maternal
Mortality 2x up
over last 20
years
01
Many other US
metrics at third
world levels
02
Delivery of
preventive
services less
than 40%
03
Only 40% of
pregnant
women get a
flu shot
04
Only 7% (in
Louisiana) get
17-OHP
05
We are failing in basics!
So how do we get our guidance to the Point of Care?
Current State
Most EHR’s are transactional billing
systems, with some provider stuff
tacked on.
Think of a transaction at WalMart
• Date/Time/Location
• Item Number
• Amount
• Your credit card number
Woefully inadequate to
understand where this patient
is on a care pathway
Narratives require:
• Interpretation
• Translation
• Fill in the gaps
• Version control
EHR must contain:
• All discrete data elements
• Metrics and Dashboards
• CDS and Pathways
• Duplicates of all other sources of data
• Immunizations
• Labs
• PDMD
• Med Lists
Future State
• APIs
• Interoperable Data Models
• FHIR
• Care pathways for digital
platforms
• BPM+
• BPMN
• DMN
• CMMN
• Thoughtful separation of
concerns
• Knowing what belongs
where
• No more square pegs in
round holes
Library of
Pathways
EHRApp for Care
Pathway
Dashboards,
Metrics, etc.
PDMP
Immunization
registry
What are the
goals of the
ACOG IT
Group?
• External to ACOG
• Create Care Pathways for digital platforms
• EHRs
• Mobile
• Web-based
• Apps
• Other
• Coordinate with other professional societies
• AAFP, ACS, ACEP, ADA, VA, CDC, ACR,
• HSPC, OMG, MITRE
• Internal goals within ACOG
Care
Pathways
Provide clear, precise, unambiguous instructions for
software engineers
• Platform independent
• Transparent methodology
• Include necessary:
• Data elements
• Rules
• Decision models
• Performance measures
• eCQMs
• CQL scripts
ACOG
Experience
with the
approach
• Transforms our narrative guidelines into computable artifacts
• Enforces rigor in our guideline development process
• Having CDS in the context of workflow reduces burden
• Data derived from the models supports guideline evaluation
www.ACOG.org
How do we
translate
narratives to
“Artifacts”?
• Scrape Recommendations from ACOG
narratives
• Called out Recommendations
• Link Recs to Problems
• Had to create a curated PL for OB
• Make the BPM+ model
• SME review
• Working Group for triaging
• OK to go out the door
• Nothing per vagina for
Placenta Previa
• Needs more formal ACOG review
• Check for A fib if patient on
levothyroxine, refer to
cardiology
So….
Why do
this?
Improve process of care
• Hopefully move the needle on outcomes
Reduce provider burden
• Documentation
• Pre-auth and billing
• Empower our members’ survival in a Value-
based care system
We need the data
• Close the loop on the Learning Healthcare
system
Thyroid Disease in
Pregnancy
Guideline Example
Hypothyroid Pregnancy:
Sharable Clinical Pathway Model
Hypothyroid Pregnancy:
Adjust Synthroid Dose Decision
A single visual
Knowledge Artifact
is created
for clinicians and
for automation
• The model is the specification
• The model is the logic
• The model is the documentation
• The model is the code
Demonstrating Automation of Sharable Pathway
CDS Hook
• A vendor agnostic remote decision
support specification
• Created by the team behind SMART
CDS Service
• A service that is invoked by the EHR via
a Hook, evaluates its own logic using
FHIR data and returns decision support
via Cards
www.cds-hooks.org
FHIR
• The basic building block in FHIR
is a Resource
• All exchangeable content is
defined as a resource
• Resources all share the
following set of characteristics:
• A common way
to define and represent them,
building them from data types that
define common reusable patterns
of elements
• A common set of metadata
• A human readable part
Automate healthcare
data sharing and
improve patient care
www.hl7.org/fhir/
BPM+ Health Community
Forming a robust and thriving
community-of-practice of healthcare
institutions, professional societies,
and vendors
Established to foster the sharing and
promulgation of best-practices
around modeling and sharing:
• clinical pathways,
• clinical guidelines, and
• other healthcare knowledge
Questions ??
dgagne@Trisotech.com
hasleysk@upmc.edu

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Business Process Management and its evolution An ACOG example - steve hasley and denis gagne

  • 1. Business Process Management and its Evolution An ACOG example Denis Gagné CEO & CTO, Trisotech Steve Hasley CMIO, ACOG All logos, trademarks and registered trademarks are the property of their respective owners.
  • 2. OMG Standard Body • One of the most successful forums for creating open integration standards in the computer industry • Middleware platforms (DDS™, CORBA® and related specs) • Modeling platforms (UML®, BPMN™, SysML® and related work) • System Assurance (SACM, DAF for SSCD ...) • Vertical domain specifications (Finance, Healthcare, C4I, ...) • Member-controlled industrial consortium • Both vendors and users • Not-for-profit • Adopted specifications are freely available to all • Visit http://www.omg.org • Path to adoption by ISO and other standards bodies
  • 3. The evolution of business applications “Giving back control to business” Data Process Rule Business Application Process Rule Business Application Data Process Rule Business Application Data Process Business Application Data Rule Legacy Modern From systems of records to systems of engagements
  • 4. What are BPMN, CMMN and DMN • Open Standards published by the Object Management Group (OMG) • Unambiguous graphical notations for modeling processes, cases and decisions • Platform agnostic • Modeling techniques that can easily be learned by both clinicians and informaticians Business Process Model & Notation Case Management Model & Notation Decision Model & Notation
  • 5. BPM+ • BPMN • Flow diagrams • Good for processes • DMN • Can make complex decisions • Can input numbers, T/F, valuesets, dates and durations • Can have multiple outputs • CMMN
  • 6. Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools that allow customers to discover, model, analyze and find insights into their digital enterprise. BASIC ELEMENTS Pool Event Activity Gateway FLOW 20161007 BPMN Quick Guide A simple, basic, yet complete, BPMN reference accessible to everyone. www.BPMNQuickGuide.com Start Event Service Task Decision Task Data Object End Event End Event Intermediate Message Event BPMN is a universal graphical notation for documenting business processes and driving process improvement initiatives. It enables a disciplined process approach that allows organizations to become more efficient. www.Trisotech.com Download Free BPMN, CMMN and DMN templates at www.Trisotech.com/Visio Sequence Flow Message Flow Data Association Subprocess Case TaskTriggers a new process instance External Participant to the process What is done next Task to be completed Routing Information required as input End state of the process External communication Business Process Model & Notation
  • 7. Stage BASIC ELEMENTS CONNECTOR Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools that allow customers to discover, model, analyze and find insights into their digital enterprise. 20161007 www.Trisotech.com Download Free BPMN, CMMN and DMN templates at www.Trisotech.com/Visio Timer Event Non Blocking User Task Process Task Discretionary Task Decision Task Milestone Case File Item User Event [Update] Case Plan Model Blocking User Task CMMN offers a common notation for graphically expressing work patterns that require management of a case. It enables a paradigm shift from prescriptive processes to supporting knowledge-intensive work facing uncertain contexts. Task done at the user's discretion Manually activated stage Occurrence of a change in the file information A required task Action Condition Event The context in which to react to events. Event- Condition- Action Termination criteria EVENT CONDITION ACTION Discretionary Association OnPart Connector Task Criterion Event Listener Case File Item Case Management Model & Notation
  • 8. Decision Input Data Decision 1 Decision 2 Input Data 3 Input Data 1 Input Data 2 Knowledge Source www.Trisotech.com BASIC ELEMENTS REQUIREMENTBusiness Knowledge Model 20161007 Download Free BPMN, CMMN and DMN templates at www.Trisotech.com/Visio Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools that allow customers to discover, model, analyze and find insights into their digital enterprise. DMN provides a modeling notation to capture business decision requirements and decision logic. It increases an organization’s agility and adaptability by capturing the business decisions independently from where they are used. Decision logic using a Decision Table Decision Requirement Diagram (DRD) Each row is a rule Conditions Result Defined decision logic Re- usable decision logic Input required for the decision Authority source of this data Information Knowledge Authority Decision Model & Notation
  • 9. Variable Every work effort instance looks slightly different Unpredictable The exact course of action is unknown and highly situation specific Emergent The exact course of action only emerges during process execution when more information becomes available When to use BPMN, CMMN or DMN
  • 10. OMG BPM Health Work Group Goals: • Exploring a Model Driven approach to capturing Clinical Pathway • Use OMG open standards BPMN, CMMN, and DMN to define the workflow of care and decision-making at the level of granularity that offers a complete, flexible solution, including semantic clarity, robust decision logic, human readable AND machine executable. Deliverables: • Field Guide to Shareable Clinical Pathways • Pilot use case: Antenatal Care Models www.OMG.org
  • 11. Motivation • Healthcare Information Technology (HIT) has a great potential to improve efficiency and quality of clinical health care • Our goal is to make an explicit, understandable connection between HIT and the methodical improvement of clinical health care • To make Clinical Pathways shareable it is recommended to use internationally accepted standards where possible • Process Management: BPMN • Case Management : CMMN • Decision Management : DMN
  • 12. Sharable Clinical Pathways A clinical pathway is a care process (activities and resources) involving orchestration and coordination of multidisciplinary care organizations along with the patient to realize the patient’s Care Plan Well documented clinical pathways can improve communication by providing consistent and coordinated workflow steps and goals to patients and care team members, to ensure common practices and results Sharable Clinical Pathways are meant to be explicit guidelines with formal, repeatable semantics that are understandable by care team members and patients as well as being computer interpretable
  • 14. Overview of ACOG Projects OPA FPAR 2.0 Modeling Shareable Clinical Pathways Electronic Clinical Quality Measures (eCQMs) ACOG Prenatal Record - Dorsata ACOG Comprehensive Women’s Medical Record Birth Registry iGroup Antenatal Care Pain and Bleeding Genetics Menopause
  • 15. Narrative Documents Benefits Gaps And we don’t seem to be able to move the needle on Outcome metrics
  • 16. Outcomes Maternal Mortality 2x up over last 20 years 01 Many other US metrics at third world levels 02 Delivery of preventive services less than 40% 03 Only 40% of pregnant women get a flu shot 04 Only 7% (in Louisiana) get 17-OHP 05 We are failing in basics! So how do we get our guidance to the Point of Care?
  • 17. Current State Most EHR’s are transactional billing systems, with some provider stuff tacked on. Think of a transaction at WalMart • Date/Time/Location • Item Number • Amount • Your credit card number Woefully inadequate to understand where this patient is on a care pathway
  • 18. Narratives require: • Interpretation • Translation • Fill in the gaps • Version control EHR must contain: • All discrete data elements • Metrics and Dashboards • CDS and Pathways • Duplicates of all other sources of data • Immunizations • Labs • PDMD • Med Lists
  • 19. Future State • APIs • Interoperable Data Models • FHIR • Care pathways for digital platforms • BPM+ • BPMN • DMN • CMMN • Thoughtful separation of concerns • Knowing what belongs where • No more square pegs in round holes
  • 20. Library of Pathways EHRApp for Care Pathway Dashboards, Metrics, etc. PDMP Immunization registry
  • 21. What are the goals of the ACOG IT Group? • External to ACOG • Create Care Pathways for digital platforms • EHRs • Mobile • Web-based • Apps • Other • Coordinate with other professional societies • AAFP, ACS, ACEP, ADA, VA, CDC, ACR, • HSPC, OMG, MITRE • Internal goals within ACOG
  • 22. Care Pathways Provide clear, precise, unambiguous instructions for software engineers • Platform independent • Transparent methodology • Include necessary: • Data elements • Rules • Decision models • Performance measures • eCQMs • CQL scripts
  • 23. ACOG Experience with the approach • Transforms our narrative guidelines into computable artifacts • Enforces rigor in our guideline development process • Having CDS in the context of workflow reduces burden • Data derived from the models supports guideline evaluation www.ACOG.org
  • 24. How do we translate narratives to “Artifacts”? • Scrape Recommendations from ACOG narratives • Called out Recommendations • Link Recs to Problems • Had to create a curated PL for OB • Make the BPM+ model • SME review • Working Group for triaging • OK to go out the door • Nothing per vagina for Placenta Previa • Needs more formal ACOG review • Check for A fib if patient on levothyroxine, refer to cardiology
  • 25. So…. Why do this? Improve process of care • Hopefully move the needle on outcomes Reduce provider burden • Documentation • Pre-auth and billing • Empower our members’ survival in a Value- based care system We need the data • Close the loop on the Learning Healthcare system
  • 29. A single visual Knowledge Artifact is created for clinicians and for automation • The model is the specification • The model is the logic • The model is the documentation • The model is the code
  • 30. Demonstrating Automation of Sharable Pathway
  • 31. CDS Hook • A vendor agnostic remote decision support specification • Created by the team behind SMART CDS Service • A service that is invoked by the EHR via a Hook, evaluates its own logic using FHIR data and returns decision support via Cards www.cds-hooks.org
  • 32. FHIR • The basic building block in FHIR is a Resource • All exchangeable content is defined as a resource • Resources all share the following set of characteristics: • A common way to define and represent them, building them from data types that define common reusable patterns of elements • A common set of metadata • A human readable part Automate healthcare data sharing and improve patient care www.hl7.org/fhir/
  • 33.
  • 34. BPM+ Health Community Forming a robust and thriving community-of-practice of healthcare institutions, professional societies, and vendors Established to foster the sharing and promulgation of best-practices around modeling and sharing: • clinical pathways, • clinical guidelines, and • other healthcare knowledge