2004 Workflow Management Survey Vendor Responses

Transcription

1 Response Codes: Y currently available/ operational/ applicable D currently in development P planned future development C inherent capability/ not yet developed N not available/ not in development/ not planned no response or not applicable The numbering scheme used on the grid corresponds to the question numbers on the survey form to which vendors responded. The two-letter abbreviations following each question number correspond to the following areas of the workflow management model: OS Operational Support; AA Activity Analysis; DS Decision Support; KM Knowledge Management. General Workflow Management Criteria 15(OS) System displays selected work lists for active cases. D - C Y D 16(OS) System permits employees to view and complete work items that have been assigned to other employees. D - N Y N Y N Y D 17(OS) System creates reminders for work items that have not been completed when due. N Y D C Y - D N Y P D 18(OS) Users can selectively modify assigned work items D Y D - Y C D 19(OS) System maintains a record of various changes made to work items. D Y D Y D Y U Y D Y P 20(OS) System maintains various records of completed activities. D Y D 21(OS) Users can selectively correct or modify records of completed activities. D Y C Y D 22(OS) System has a workflow engine that automatically creates work items based on a workflow definition using various 23(KM) Users can customize workflow D - C C D N Y C Y C D N D definitions to match their internal processes using various defined criteria N - Y D Y - Y P D Y D 24(KM) Users can define roles and resources that will receive task assignments. Y - Y - D - D Y P 25(KM) Users can edit workflow definitions using a graphical user interface. N Y N - N Y N Y - N Y - Y P D 26(KM) Software vendor provides workflow definitions for individual medical specialties. D C Y - C Y N Y - Y - N Y N Y - Y P D N Y Process-specific Workflow Management Criteria: Ambulatory Patient Encounter Scheduling 27(OS) System displays a list of patient visits that need to be scheduled. 28(OS) System directs the sequence of data collection while scheduling visits. 29(OS) System helps schedulers select an appointment time. System guidance for selecting an appointment time can be based on various 30(OS) System alerts scheduling staff to work items or issues that must be resolved before scheduling a patient visit (e.g., outstanding receivables or incomplete lab work.) 31(AA) System analyzes data and produces reports durations for patient scheduling activities. 32(KM) Users can customize scripts or templates that define the data that will be requested from patients when scheduling appointments. 33(KM) Users can customize rules that guide the selection of an appointment times. 34(KM) Users can define rules that the system will use to generate alerts while scheduling patient appointments. N N Y - Y P Y - Y - Y - Y N N Y - T P Y - P - Y - Y C N Y - - Y C C Y C Y - Y - N - Y - Y Y N Y - - D Y - Y - C - Y - Y N N P - P Y - Y N C C P Y - Y - Y - Y - Y N N Y - - Y N Y N P Y - Y - P - Y - Y N N Y - - D Y N Y - Y - C - Y - Y N N Y - - Y N Y D D Y N Y - Y - Y - Y - C

2 Visit Preparation 35(OS) System provides office staff with worklists for visit preparation tasks (e.g., worklists for chart preparation or patient reminder calls.) 36(AA) System analyzes data and produces reports durations for visit preparation activities. 37(DS) System helps office staff select visit preparation tasks to be complete during each office visit. The selection of visit preparation tasks can be based on various 38(KM) Users can customize rules that will be used by the system to determine which visit preparation tasks should be completed during each office visit. Patient Pre-visit Assessment Y - N - Y C D - Y N N P - N Y N Y C P Y N Y - Y C D - Y N N Y - C P C - Y C D - Y N - D P N N Y - Y C D - Y 39(OS) System displays a list of patients who need to complete pre-visit surveys. N N Y - C N N Y - P Y N Y - C C D - Y 40(OS) System prints pre-visit surveys. Y P Y N Y - D N N Y - P C N Y - C C Y - Y 41(OS) System selects questions that will be included on pre-visit surveys. The system can select questions based on various Y P N N D - N C N Y - P C N N C N - Y 42(OS) Patient responses to pre-visit survey questions are included as discrete data elements in an electronic medical record for the patient. Y N Y - Y D Y N - Y - Y N C Y N C C Y - Y 43(KM) Users can customize pre-visit surveys. N N Y - Y D C Y - P Y N C C Y - Y 44(KM) Users can edit the rules that will be used by the system to select questions to include on each pre-visit survey. Registration N Y N N D - Y D N D P C C Y - P N N Y N C C N - Y 45(OS) System displays a worklist for registration tasks that front-office staff need to completed for each patient visit. N Y N N Y - C Y N P Y N Y N Y - Y - Y C D 46(AA) System analyzes data and produces reports durations for registration activities. N Y N N P - P Y N Y - P Y N Y - Y - Y C D 47(DS) System helps to select registration tasks that should be completed before the patient is admitted. The selection of registration tasks for each visit is based on various 48(KM) Users can customize rules that will be used by the system to determine which registration tasks should be completed during each office visit. Pre-encounter Care Delivery N Y N N D - N Y N N D - Y C D D Y N Y Y N Y C D C N Y C Y C D Y N Y - Y - Y - - Y C D Y Y C D Y Y C C P 49(OS) System displays a list of patients who have completed registration and are waiting to see clinical staff. Y N Y - Y - D 50(OS) System displays a list of pre-encounter care delivery work items that are planned for each patient visit. N N Y - C Y D D Y N Y N C Y D - Y 51(AA) System analyzes data and produces reports for pre-encounter care delivery activities. D N P - Y N N Y - Y C P Y N Y N Y - Y C D - C 52(DS) System helps clinical staff select pre-encounter tasks that should be completed during each office visit. The selection of pre-encounter tasks for each visit is based on various Y N Y - Y C C Y D D Y N Y - Y C D - D

3 53(KM) Users can customize rules that will be used by the system to determine which pre-encounter tasks should be completed during each office visit. Physician Encounter 54(OS) System displays a list of patients who waiting for physicians in exam rooms. 55(OS) System automatically selects data that should be gathered during a patient encounter. 56(OS) Physicians can enter orders into the system during a Physicians can enter various types of clinical orders as defined. 57(OS) System creates warnings of potential problems as physician orders are entered into the system. The system generates warnings for various clinical conditions. 58(OS) Care providers can use the system to add data to an electronic medical record for the patient. Various clinical and other pertinent data can be added to a patient record. 59(AA) System analyzes data and produces reports regarding care provider productivity and activity durations for patient encounter activities. 60(AA) System produces reports analyzing the cost and revenue generated from patient encounter activities. 61(DS) System suggests possible diagnoses based on patient clinical data. 62(DS) System suggests additional data that should be gathered or testing that should be performed to substantiate or eliminate a possible diagnosis. 63(DS) System suggests orders based on patient problems and diagnoses. 64(DS) System suggests counseling and education tasks based on diagnoses or procedures. 65(DS) System suggests additional data sets that should be gathered to fully document procedures that are completed during the 66(DS) System provides access to medical evidence to guide care delivery activities. System provides access to various types of medical evidence. 67(DS) System can import or link to medical evidence data maintained by third parties. 68(KM) Users can customize data collection forms. 69(KM) Users can define rules that the system will use to determine which questions and clinical data should be captured during a 70(KM) Users can define rules that the system will use to suggest diagnoses in response to clinical measurement values. 71(KM) Users can define rules that the system will use to suggest procedures to treat a given diagnoses. Y P N N Y - - Y C Y D D Y N Y N Y - Y C D - Y Y C Y - Y - Y N C Y - N D Y N Y P D N Y D - Y - N C Y D Y C - C C C N Y - N Y C D D Y - Y C N D N P - N Y C Y C P Y N Y N C C D Y N P - Y - N Y C Y C Y C N Y - C C N N Y N P N C N N C - N D - C - N Y - N C P N Y N Y N C Y D Y - N D C Y P N Y - Y N N P P N Y N Y D C C N Y - Y P P N Y D C P Y D N Y - N P D P Y N Y D C C - - Y P N Y - N P P Y - N C C - C P P Y - C P N Y - N P P P Y N Y N C Y - - N Y C Y - Y P Y P Y Y P Y Y C Y C - C Y N N PC Y C C D Y C - N N - C P N Y N Y N Y N N P P - P D C Y D Y - Y D - Y P N Y N Y N Y N N Y D P Y - Y

4 72(KM) Users can define rules that the system will use to generate warnings. Users can customize warning conditions for various clinical situations. 73(KM) Users can define revenue and cost data for tasks or orders. 74(KM) Users can edit text or specify external sources that the system will use to present care providers with medical evidence in support or recommended diagnoses or procedures. Patient Departure 75(OS) System displays a worklist of patient departure tasks that front-office staff will need to complete a patient visit. 76(OS) System prints patient educational materials. 77(AA) System analyzes data and produces reports durations for patient departure activities. 78(KM) Users can customize patient education materials. Order and Result Management 79(OS) System provides office staff with lists of physician orders that were issued during a 80(OS) System generates alerts when order results are outside of established norms. 81(OS) System identifies orders that require authorizations. 82(OS) System transmits prescriptions to pharmacies electronically. 83(OS) System provides for electronic transmittal of referrals. 84(OS) System generates outbound faxes for referral orders issued by a physician during the 85(OS) System prints referral form letters. 86(AA) System analyzes data and produces reports regarding staff productivity and turn-around time for completing physician orders and delivering results back to the physician. 87(DS) System suggests different routings for order results based on clinical values contained in the results. 88(KM) System stores pharmacy contact information. 89(KM) System stores contact information for physicians to whom the clinic will refer patients. 90(KM) Users can create custom form letters. 91(KM) Users can identify procedures that require authorizations. 92(KM) Users can define normal or abnormal ranges for clinical measurement values. Visit Documentation 93(OS) 94(AA) System worklists of visit documentation tasks that need to be completed for a patient visit. System analyzes data and produces reports regarding staff productivity and the timeliness of activity completion for visit documentation activities C Y N C C Y C Y C Y C D N N C P Y N N C Y - D Y P N C P - C - N C Y N Y N N P D N D - Y N Y N - C Y - Y N Y P - Y D C Y - N Y N N Y N Y N Y D D Y D D Y N N Y N C C Y D N P - P D N Y - Y C P Y N Y N Y N Y D D Y P Y D Y N - Y P N Y N C Y D D C Y - Y - Y Y - Y D Y D Y - C Y P N Y D - Y - Y D Y N Y - D Y P Y D D Y D P Y P Y - C D C Y C Y P N D Y C Y N Y - C C C Y P Y C Y N Y - C Y C Y - Y - C P Y N N P - C D N C C D C D Y N Y N Y - Y N Y C D Y C N N P - C Y N Y - D Y N Y - Y N C N N Y - C Y - C D N Y P Y N - Y D Y N C C D Y P Y N Y - N - C D D Y C Y - D D N N Y N Y C D Y P D N P - C D N C P D C N Y N Y C N Y P

5 95(KM) Users can customize templates for correspondence and reports that are used to document visit results. Patient Post-visit Assessment 96(OS) System provides a list of patients who need to provide post-visit surveys (such as a patient satisfaction surveys). 97(OS) System dynamically selects questions that will be included on post-visit surveys. The system selects questions based on various user requirements. 98(KM) Users can customize post-visit surveys. 99(KM) Users can edit the rules that will be used by the system to select questions to include on each post-visit survey. Visit Billing 100(OS) System displays a list of visits that need to be documented for billing purposes. 101(DS) System guides the selection of billing codes. 102(DS) System suggests documentation that should be included with each bill. The system s suggestions for documentation are based on specific user requirements. 103(AA) System analyzes data and produces reports regarding staff productivity and activity durations for visit billing activities. 104(KM) Users can define rules that will be used by the system to suggest codes to use for billing each office visit. 105(KM) Users can define rules that the system will use to suggest documentation that should be included with bills. Inbound Telephone Calls 106(OS) System can be used to create a record of inbound telephone correspondence, including the name of the caller, date and time, name of the person who received the call, reason for the call, and notes about the conversation. 107(OS) System can be used to add information about telephone correspondence to an electronic medical record for the patient. 108(AA) System analyzes data and produces reports regarding caller wait times. 109(DS) System suggests the names of providers who should handle each incoming phone call based on call reason and patient name. 110(KM) Users can edit rules that guide the routing of in-bound telephone calls. Inbound Correspondence 111(OS) System maintains a record regarding in-bound paper correspondence, such as the type of document and the date and time received, by adding or storing specific patient data. 112(OS) System maintains a record of received and sent correspondence. 113(OS) System can receive lab reports electronically. 114(OS) System provides office staff and physicians with lists of inbound correspondence that needs to be reviewed. Y N D Y N N Y Y C P - N Y N C C Y C D C N Y N C C D N C P - Y - N Y N D Y C N Y C D N N Y N Y N Y N C C N P Y N Y Y - Y - Y C N Y C D Y N C C N N Y N Y D - Y - Y C N Y C D N N Y N Y N Y N C C N N Y - P Y C D - Y - - N Y D - Y C D N Y - D - N Y P N N C C N C N N Y N P - D - N C - - C Y N P - C Y D Y N Y N P C N Y N D - Y C - - Y N N Y - Y D N C N Y N N Y - D - N P P - Y Y P N N D - Y D N Y N C N Y N P N N Y N D - N P - - P Y - Y P Y - Y Y - Y P Y - Y N Y N N C - Y N Y - N P P C N D N N N N N N Y - Y N Y C D Y - N Y N C N N N - Y N Y P N P Y N N D N Y N N N N Y - Y N C C N N C N Y N N N - Y N Y P N P Y N Y C Y N N N Y - Y N Y C N - P Y - C C Y - Y D Y N Y Y - Y P Y C N D C C N N Y N Y - Y N Y D C D - Y D Y Y - Y D Y N Y - Y N Y

6 For vendor web addresses, see below. 115(AA) System analyzes and reports activity performance data such as turnaround time for reviewing inbound correspondence. 116(DS) System suggests document routing or notifications based on information contained on inbound correspondence. 117(KM) Users can edit rules that guide the routing of different types of inbound correspondence. Physician Rounds 118(OS) System displays a list of patients that a physician should visit during rounds at a hospital. 119(OS) System helps the physician access electronic medical record data while completing rounds in a hospital. 120(AA) System analyzes data and produces reports regarding physician productivity and activity durations for physician rounds. 121(DS) System suggests tasks that should be performed for each patient during rounds in a hospital. 122(KM) Users can edit rules that the system uses to select tasks that are suggested during physician rounds at a hospital. Patient Self-care Management 123(OS) System provides patients with a list of assigned self-care work items. 124(OS) System maintains a record of self-care activities completed by a patient. 125(OS) System generates automatic reminder mailings or phone calls. 126(OS) Patients can use the system to transmit clinical measurements collected in their home to care providers. 127(OS) System sends alerts to clinical staff when out-of-compliance results are received from patient self-care activities. 128(AA) System analyzes data and produces reports regarding patient compliance with assigned self-care tasks. 129(KM) Users can edit rules that the system uses to generate out-of-compliance warnings. Billing and Collections 130(OS) System displays a list of work items to be completed by billing and collections staff. 131(AA) System analyzes data and produces reports regarding staff productivity, turnaround times and activity durations for billing and collection activities. N Y P - Y - N C N D Y P C N N N Y - Y N Y C C N C Y P N Y N - C D Y - N Y - C Y N C N N N P N Y N N Y P N Y N Y N - Y N Y - N Y C C Y N C N Y N P N Y N N Y P N P Y C Y - N Y N - C Y P D D N Y - P N C Y - N - C Y - N D N Y P Y - C N N N - Y - N C N - C N C D P D Y N Y - D N Y C N - P N Y N N Y - N Y N - C C - Y N C Y N Y - D N N C N - N N Y N N Y - N Y N - C C - Y N C Y N Y - D N N C N - - Y N D - Y N N P Y C - Y N - N P N - Y N N D - Y N C Y N P Y C - Y N N Y - N C N N Y - P Y C Y N Y - C Y N P - N Y - C C N - Y N D N N D - Y N C P P C - C C C Y N Y N Y - D N N C N N P - P N D N N D - Y N C C C P P C - D N C Y N Y - D N N C N N Y - P N Y N N D - Y N Y - Y P N P C C - D N C Y N Y - Y N N C N N Y - P N Y N N D - C C N Y C C - D N N Y N Y - N P N N Y - P C N - - N Y N Y - - Y N Y - N - Y P - N Y N N - - C Y N - N Y - D Y N Y - N - Y C - N Y 2004 Workflow Management Survey Respondents The following vendors supplied responses to the 2004 Workflow Management Survey. Allscripts Healthcare Solutions Dairyland Healthcare Solutions Information Technologies Greenway Medical Technologies MEDCOM Information Systems, Inc Healthcare Information Systems, Inc. OneTouch Technologies Corporation PRAXIS EMR by Infor-Med, Inc. Medical Solutions Health Services Practice Services (Medical Manager)