Improving EMR Adoption, Utilization and Analytics: Working Towards Obtaining HIMSS Stage 7

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Improving EMR Adoption, Utilization and Analytics: Working Towards Obtaining HIMSS Stage 7 About Ontario Shores-Our Vision Recovering Best Health Nurturing Hope Inspiring Discovery Our vision is bold and transforming. Ontario Shores Centre for Mental Health Sciences is recognized by many as having an approach to mental health care and unique services that are focused on recovery, hope and inspiration through discovery. Recovering Best Health Our specialized care focuses on individual paths to recovery and mental wellness. Nurturing Hope Our advocacy with the community eliminates the stigma of mental illness. Inspiring Discovery We are avidly leading new developments and research in collaboration with other organizations. Erin Anstey RN, MN, Clinical Practice Leader Wendy Odell, Manager of Clinical Information Our highly skilled staff are leaders in promoting optimum well-being. Our comprehensive services and innovative practices are integrated with our community partners. Our commitment to care extends beyond the scope of client recovery to educating and informing our families and communities. We proudly embrace diversity and offer individualized care. We lead the international mental health care community in safety and innovative practices. Our relationships with the private sector provide unique opportunities to be innovative. Objectives Ontario Shores Today: Our Program Clusters To learn how a big bang EMR implementation went from paper to Stage 6 hospital on the HIMSS Electronic Medical Record Adoption Model (EMRAM) To learn how to use the EMRAM model to refocus and reenergize teams in the implementation, adoption and utilization of EMR s in a more effective and efficient way to improve the quality of care To discuss optimization of the EMR and related processes to achieve HIMSS Stage 7 to improve patient safety and outcomes Assessment and Reintegration complex general psychiatry and rehabilitation Forensics Geriatric mental health and neuropsychiatry Adolescents/Dual Diagnosis Specialized Outpatient/Outreach Services Integrated Health Services metabolic clinic, outpatient ECT, dental services, primary care 1

Overall Timeline for EMR Implementation/Optimization HIS and Data Information Stewardship 2007/2008 Planning 2009 Phase 1 2010 Phase 2 2011 Phase 3 2012 2013 2014 Planned RFI & Vendor Shortlist RFP & Vendor Selection Business Case Approved Contract Signed Project resource Plan Developed Core Team Assembled Live Oct.: ADT Pharmacy Finance Material Mgmt. Live Dec.: HR/Payroll Staff Scheduling ACS Readiness Assessment Live Oct./Nov.: Clinical Doc Physician Doc Order Entry Enterprise Medical Record Transcription Live Dec.: Data Repository RAI Implementation Outpatient Implementation Meditech 6.06 full system upgrade Achievement of HIMSS Stage 6 Plan of Care optimization CPGs IAR Outpatient, CWS, Lab Optimization Smoking Cessation Business Intelligence Meditech 6.07 full system upgrade Patient Portal CPGs LOCUS Front End Speech Recognition Implementation OCAN QRM Optimization Connecting GTA (cgta) HIS 5 Governance EMR Change Request Process Professional Practice and Clinical Informatics Start End Change Identified Analyst Communicates Back to Requestor Feasible in System? NO YES Change Request Complete/Requestor Notified Build in Test Cross System Impact Determined Maintains, sustains and optimizes the system that enables care delivery and clinical practice Supports clinical practice effectiveness through work flow analysis and interpretation and understanding the processes that can optimize care delivery and practice Ensure evidence-based practices are integrated in the system Collaborates together in education, training, optimization and implementation of practice related system changes Enables clinical decision support at the time of care delivery through technology Supports the analysis of clinical performance measures from a Clinical Informatics perspective Responds to gaps identified in practice related system evaluations Build and Live Education and Communication Committee Approval 2

Strategies for Sustainability and Growth Dynamic process - Functional enhancements Analytics and Optimization clinical decision support, management reporting Opportunities for seamless exchange between various providers Ongoing education - orientation Quality Improvement Evaluation and Audit Process Responsive to staff needs and ideas. Support programs in development and education of new documents Increased opportunities for research HIMSS - Canada EMR Adoption Model 2013/14 2014 https://www.himssanalytics.org/stagesgraph.asp HIMSS HIMSS Stage 7 - Criteria HIMSS is a global, cause-based, not-for-profit organization focused on better health through information technology (IT). HIMSS leads efforts to optimize health engagements and care outcomes using information technology. HIMSS Vision Better health through information technology. HIMSS Mission Globally, lead endeavors optimizing health engagements and care outcomes through information technology. Paperless Criteria is updated each year Site Visit System Overview and Pervasiveness of Use Clinical & Business Intelligence Clinical Decision Support Health Information Exchange Business Continuity/Disaster Recovery http://www.himss.org/abouthimss/index.aspx?navitemnumber=17402 3

HIMSS Stage 7 - Indicators Governance Stage 7 4 months of consistent data CPOE % of orders must be entered in EMR by the ordering provider emar/bmv 95% of the time a nurse must attempt to scan a patient barcoded armband and the medication 3 examples of data from clinical system used to improve quality of care - 2 quarters worth of data Suggestions: Restraint/Seclusion Medication Reconciliation NRT adoption Choking Risk Assessment RAI Expectation that rules trigger decision support from physician documentation Clinical Practice Guidelines Evidence based order sets Detailed Workplan with target dates and various Leads Bi-weekly review of status Health Information Service Operations Team Monthly review IM/IT Project Executives Managed within current resources HIMSS Stage 7 - Tour Stage 7 Workplan/Steps Clinical Units Observe med admin process Meet with an MD Review documentation Look through paper charts and examine scanning Pharmacy Medication orders are electronic Dispensing functions are automated Orders from all shifts are verified by pharmacist Medication/IV are barcoded Conflict checking and CDS Health Information Management Scanning Transcription Coding Legal Medical Record Review of current state Capture the practice and processes Organize and associate requirements Identify gaps Process Practice Identify successes Identify gaps Categorize, design, develop, educate, support Review 4

Infection Control Status Board Stage 7 Workplan - Review Continue to build in decision support in physician documentation (Clinical Practice Guidelines project) Review outbound and inbound interfacing systems for growth and sustainability Ensure scanning timelines are adhered to and all clinical information is in the EMR Engage clinical units around site visit process Stage 7 Workplan - Review Computerized Physician Order Entry (CPOE) 94 Priority CPOE Rate emar/bmv Scanning Rates Medication Administration Process Documentation of all ECT Meds in emar Electronic Status Boards 93 92 91 89 91 89 91 91 91 92 92 93 CPOE % Collate data for site visit presentation on quality 88 87 88 Implement predictive surveillance status board in Infection Control & Smoking Cessation program 86 85 Jul 13 Aug 13 Sep 13 Oct 13 Nov 13 Dec 13 Jan 14 Feb 14 Mar 14 Apr 14 5

Computerized Physician Order Entry (CPOE) How are we doing it? Medical Director of Informatics Senior Management Team Physician in Chief Audit Reports sent at program level Individual reports sent to physicians with comparison to peers Education Medication Reconciliation Medication Reconciliation is a formal process in which healthcare providers partner with patients and their families to ensure accurate and complete medication information transfer at interfaces of care. The aim is to eliminate undocumented intentional discrepancies and unintentional discrepancies by reconciling all medications Corporate goal for 2013-2014 to increase Med Rec on Admission rates to 95%. January 2014 reported year to date rate of 99.4% Support, support and support Documentation Percentages Medication Reconciliation How did we do it? Type Handwritten Dictation/ Transcription Structure Forms Structure forms w/ Discrete Data H&P 0% 6% 0% 94% Progress Notes 0% 0% 60% 40% Consult Notes 0% 85% 0% 15% Discharge Notes 0% 20% 0% 80% Problem List 0% 0% 0% 100% Diagnosis List 0% 0% 0% 100% Corporate Goals & Objectives Med Rec on Discharge across organization YTD 97.8% (6 months of data) Med Rec on Admission/Discharge built as intervention in EMR Med Rec on Discharge report in development Training of outpatient clinicians was re-enforced as part of Outpatient Optimization project 6

System Enabled Supports - Proactive Alerts Clinical Decision Support General Medical Assessment Reduce risk and enhance Clinical Decision Support : Use of clinical Summary Panels Automated decision support flowing from physician documentation Orders trigger assessment tools Reflex orders Status Boards Work Lists Query Link actions based on responses Reflex orders actions based on orders Required responses Rules if responses are not completed Protocols Links to Policies within order and documentation screens References in Order sets Clinical Decision Support Physician Admission Assessment Clinical Decision Support Nursing Documentation 7

Clinical Decision Support Order Set References emar/bmv Patient Scanned 100 98 99.09 96 94 95 92 93 BMV/eMAR Patient Scanned % 88 89 89 89 89 89 86 84 82 Jul 13 Aug 13 Sep 13 Oct 13 Nov 13 Dec 13 Jan 14 Feb 14 Mar 14 Apr 14 emar/bmv Medication Scanned BMV/eMAR Medication Scanned How are we doing it? 100 Review processes, and practice 95 96.63 Audit identify threshold, communicate results to committees Letters of Expectation to those under expectation. 85 80 83 81 82 82 82 83 83 87 BMV/eMAR Medication Scanned % Reports to unit managers 75 Communication on intranet 70 Jul 13 Aug 13 Sep 13 Oct 13 Nov 13 Dec 13 Jan 14 Feb 14 Mar 14 Apr 14 Offering of food through friendly competition 8

BMV/eMAR Medication Scanned How did we do it? Thank You Questions? Future Steps Continue collaborative structure for further adoption and optimization Implement Clinical Practice Guidelines throughout organization Strive towards achievement of HIMSS Analytics Stage 7 Further enhancement of Business Intelligence and Clinical Decision Support Research 9