EMR Governance. Organize & empower a coalition. Develop engagement strategies. Communicate. Listen & act on concerns. ThedaCare

Transcription

1 EMR Governance ThedaCare Jodie Ausloos, RN, MSN, EdD EMR Governance Organize & empower a coalition Key Elements to Governance Develop engagement strategies Communicate Listen & act on concerns 1

2 ThedaCare Physicians 308 Providers 42 Clinics Independent d Specialty 307 Providers 26 Independent Practices Cadence EpicCare My Chart Prelude OpTime Philips PACS Radiant Resolute Nuance Voice Stork Haiku/Canto Bellin Medical Group & Affiliates 300 Providers 65 Clinics ThedaCare EMR Integrated Patient EMR CareEverywhere & WISHIN Home Care Theda Care & Bellin Epic Home Care Epic Hospice Hospitals Beds Appleton 160 Theda Clark 260 New London 25 Waupaca 25 Shawano 25 Berlin 25 Wild Rose 25 Bellin 220 Bellin Pyschiatric Center Bellin Oconto ADT Cadence ASAP EpicCare Beaker OpTime HIM EpicRX Radiant Resolute Nuance Voice Stork Philips PACS EMR Governance Organize & empower a coalition Key Elements to Governance Develop engagement strategies Communicate Listen, learn & act on concerns 2

3 Purpose of System level EMR Governance Provide an organized & systematic approach Insure requests for changes are accomplished Insure organizational needs are met Functional needs of users Strategic goals of ThedaCare Set Guiding Principles Innovation to advance technology along a developmental pathway to seamlessly enhance Lori s health and experience User productivity and satisfaction The needs of ThedaCare, including strategy, safety and quality, financial stewardship, dh and compliance Technology is an enabler to clinical differentiation. 3

4 Organizational Executives Key Roles Clinical & Business Operational Leaders & Project Managers Led key projects within the program Integral to cascading communication IT Partners Senior Application Analyst Partner to Operational Leader technical interpreter Clinical Informaticists Partner to Operational Leader clinical workflow/technical workflow bridge Support Leaders & Team members Education Human Resources Quality Compliance Governance how decisions are made Sponsorship Team Executive Sponsorship Set Scope & Metrics Serve as final point for issue escalation Operational Core Leader Committee Manage Communication & Adoption Manage project metrics Program Integration Review projects to discuss/address dependencies and integrated opportunities Project Teams Operationalize project 4

5 Definitions are important Project (always requires governance action) Small Large JDI (sometimes requires governance action if meets description below) Integrated (integrated changes likely will require governance & prioritization) Local (local changes will likely not require governance, but require prioritization) Operational Owner Small Request Flow 5

6 Large Request/Project Flow Operational Owner (Manager or Supervisor) submits Request IT works with requestor to further understand request discussion occurs Discovery is the analysis of the work requested. What does it take to perform the work? Should we do it or not? IT determines size/scope of Request Discovery Meeting(s) Weekly = Ops & IT Smaller Discovery completed in this 1 meeting Larger Discovery requires multiple meetings Strategic Alignment, Scope, Exclusions, Assumptions, Objectives, Metrics, Resources, total costs, etc Team may include additional people, vendors, etc Determine Next Step(s) Sponsor Sign Off EMR Governance, CART, etc Leadership Success Sponsor work Senior Executives Lead Program Executive Leader Program Manager Lead Work Operational Leaders Project Managers Support Operations IT Quality Human Resources Education Leadership Triad ThedaCare IT Epic (our EMR vendor) Other vendors 6

7 EMR Governance Organize & empower a coalition Key Elements to Governance Develop engagement strategies Communicate Listen, learn & act on concerns Develop Engagement Strategies See Think Change vs. See Feel Change 7

8 BRIDGES CHANGE MODEL THREE TRANSITION PHASES ENDING NEUTRAL ZONE BEGINING Managing Transition Making the Most of Change - William Bridges Kotter s Advice 1. Increase Urgency 2. Build the Guiding Team 3. Get the Vision Right 4. Communicate for Buy In 5. Empower Action 6. Create short term Wins 7. Don t let up 8. Make Change Stick 8

9 EMR Governance Organize & empower a coalition Key Elements to Governance Develop engagement strategies Communicate Listen, learn & act on concerns Communication Cascading Communication Approach Web Site PowerPoint reminders to initiate Led by Program Executive Operationalized by Operational Owners 9

10 Metrics define within projects Overall Program Metrics defined and owned by program sponsors and executive leader Project Metrics defined and owned by operational owners EMR Governance Organize & empower a coalition Key Elements to Governance Develop engagement strategies Communicate Listen, learn & act on concerns 10

11 Key Leadership Lessons Leadership is critical to ensure technical workflows truly support clinical workflows Broad leadership is needed to ensure communication Key Workflow Lessons Epic is highly integrated workflow must have an integrated assessment The IT Partner & Clinical Informaticists are critical partners to the Operational Owners 11

12 Changes Impact Others Ensure a broad diverse team Reviews Plans Tests Communicates Some things will go well, others will not... When the water is lowered, rocks are uncovered along the way 12

13 Lead with Courage Stay the course Some changes are not welcomed by all Be willing to change Ensure the change supports organizational goals One has to start with what is right rather than what is acceptable (let alone who is right) ih) precisely because one always has to compromise in the end. Peter Drucker, The Effective Executive

14 What questions do you have? Jodie Ausloos, RN, MSN, EdD Chief Clinical Information Officer ThedaCare 14