Construction of a Collaborative Centricity EMR Super User Certification Program

Transcription

1 Construction of a Collaborative Centricity EMR Super User Certification Program Presenter: Jo-Ellen Hurley, MSHI IS Training Coordinator Centricity EMR Team ** This Certification Program is a Centricity Team Certification Program. It is not endorsed by GE or MedStar Health.

2 Centricity EMR Super User Certification Training Overview Super Users: Required to attend three 4 hour sessions with a proficient score of 80% on 3 postclass assessments A record of completion of the program will be placed in the Super User s Talent Manager profile The format is highly interactive to allow for collaboration among colleagues across sites and various locations It is recommended that each site has two certified Super Users The series of sessions is offered bi-annually

3 Who was behind the decisions? A Super User Committee was formed consisting of: Content Team Manager Centricity EMR Trainer Director of Physician Partner Practices Director of the Centricity EMR Project from Medstar Georgetown University Hospital Project Manager 3

4 Committee s Process for Content 1. Trainer met with customers, Implementation Analysts, and Account Managers to determine customer needs 2. Trainer brought findings back to the committee during weekly meetings 3. Manual was developed addressing the topics that leadership and customers identified 4. Trainer created collaborative activities that fostered a learning community within the classroom in which all Super Users were able to share their authentic experiences with colleagues 4

5 Identification of Super Users Account Managers Site Managers Self-Identification Other location stakeholders 5

6 Announcement of the Certification Program Sent to all Centricity EMR users Online registration 30 days advance notice Expectations of Super Users 2 locations for 6 sessions Outline of content Managers cc d on confirmation 6

7 Super Users Expectations >6 months on Centricity EMR Serve as first line of support to location of care In-house trainer for new staff and providers Point of contact for upgrades and announcements from the Centricity EMR team Leadership communication style 7

8 Program Objectives Session 1 Meaningful Use Clinical List Updates Introducing New Users to the EHR Communication & Troubleshooting Generic Office Visit Session 2 Auditing Dragon Troubleshooting Troubleshooting Prescribing Medications Clinical Decision Support Session 3 Printing & Faxing Documents Orders & Check Out Process Handouts & Letters Chart Functions Patient Portal

9 Representation 1 st Series Session 1 Participants: sessions held 4 different locations 8 Major MedStar Entities Assessment Score Satisfactory 96% Unsatisfactory 4% Representation by Entity UMH GSH FSH MPP North HHC NRH MPP South WHC GUH

10 Collaborative environment Activities related to Super User role Questions answered promptly Colleague's contributions added to learning Super User Feedback I have been with MedStar for several years, and have never been given the opportunity or forum such as this to learn from colleagues in other LOCs. Thank you! ~Anonymous

11 The Super User series will be held bi-annually. Modifications to curriculum are made per customer feedback following each series. Where Do We Go From Here? Can t make the next Session? You are welcome to join the next series of sessions! Monthly Meetings will be held to continue the dialogue among Super Users. Volunteer Upgrades Facilitators Recorded WebExes Updates with Tips from Key Contributors

12 Activities are designed primarily to foster collaboration and to pull on authentic clinical experience Tickets were given to volunteers throughout the session Drawing at the end of the session to win a participation bonus Assessment and evaluation were set up online and available as a hard copy for users to complete

13 Icebreaker: Snowball Activity Write 2 or 3 sentences in each column that describe the indicated experiences with Centricity. Be sure to write legibly so your partner can read what you have written and introduce you properly to the group. Partner Number: 1 Length of time you have worked with Centricity: Name: Location: Position: Describe an Aha moment you had with Centricity (This could mean something like when things started to click and make sense to you or when you learned something that you couldn t wait to share with your colleagues.) Describe a funny story regarding your experience with Centricity. What do you hope to learn from this program? 13

14 What is Meaningful Use: KWL Chart K What do you know? W What do you want to know? L What did you learn? 14

15 Centricity Homerun Hitters Pictures of stadiums are placed around the room Super Users count off and meet in groups near their assigned stadium to develop and design a 3-5 minute presentation by collaborating with peers and addressing the most important aspects of the assigned topic: Alerts and Flags- what all new users need to know Newly discovered tips located in the Help button Managing documents on your desktop Latest learnings regarding updates and shortcuts in Centricity 15

16 Clinical Lists Update This is a whole group discussion and demonstration on the functionality of the Clinical Lists Update. 16

17 Communication and Troubleshooting No one would talk much in society if they knew how often they misunderstood others. Johann Wolfgang Von Goethe Think, Pair, Share! Distribute Communication and Leadership handout; Super Users review the handout Think about aspects of effective communication and how they relate to the role of a Super User Pair up with a neighbor and discuss the article Share with your neighbor an instance when communication was not effective, and how the issue could have been resolved 17

18 Communication and Troubleshooting (cont.) Participants are grouped in triads There will be one recorder and two users in each triad Each triad gets a copy of the roles they will carry out during the troubleshooting activity Users Role Description Peers in the office Both trying to solve the problem or posed question together Work with purpose and urgency with one another to get the problem resolved Value each other s participation Recorder s Role Description Silent- Do not participate in the problem solving between users Notes who speaks the most in the problem solving Notes any nonverbal language exchanged (i.e. who holds on to the mouse the longest, arms crossed Records the flow of two way conversation 18

19 Communication and Troubleshooting (cont.) Triads work through 3 scenarios in troubleshooting each of the following sets of problems: Scenario 1: A & B are users, C is the recorder 1.1 Dr. Vanilla called out today and you are covering for her. Adjust your view of appointments so that you can view your appointments as well as Dr. Vanilla s. Simply perform the action and describe how this is done: 1.2 How can you change your default for your Fee Slips and Letters ONLY without having to select it from the dropdown menu of the Print dialogue box? Hint: It only includes a series of 8 clicks for the entire process 19

20 Communication and Troubleshooting (cont.) Scenario 2: B & C are users, A is the recorder 2.1 Navigate to your Jacqueline patient s chart and join the office visit F/U Calculus Kidney. What is the error message that the popups give you? (Forms are expired) How do you resolve this problem? What happens if you do not resolve this issue and you go into the update? 2.2. If orders are not printing, what steps should the user take? 20

21 Communication and Troubleshooting (cont.) Scenario 3: A & C are users, B is the recorder 3. 1 How can you move to the next tab in a patient s chart without using the mouse? 3.2 While in an update, you see something that looks like the scenario in the screen capture to the right where the attachment window and the favorites window appear to be floating around the screen instead of locked to the bottom left, what do you do to fix it? Hint: Logging out and back into Centricity does NOT correct the problem. 21

22 Recap, Assessment, & Evaluation Whole group review of the key points in this session Drawing for door prize from tickets for participation Complete a 10 question assessment Score of 80% or higher to progress to next session Evaluation Evaluation Content EMR Super Users Assessment Curriculum 22

23 Session 2 Overview More hands on, whole group activities Step through an entire office visit Auditing Dragon Naturally Speaking Software Troubleshooting 23

24 Session 3 Overview Scanning: Docutrak MEL Trace My MedStar Connect- The Patient Portal Handouts Letters Voluntary Upgrade: Inbound eprescribing 24

25 Questions? You may contact Jo-Ellen Hurley ** This Certification Program is a Centricity Team Certification Program. It is not endorsed by GE or MedStar Health. 25