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Sales Overview A review of the library, its development and contents.
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Transcript of Sales Overview A review of the library, its development and contents.
Sales OverviewSales Overview
A review of the library, its development and contents
August 2008
What is the Content Library?What is the Content Library?
The Greenway Clinical Content Library is a storage vault for Templates and Master files for all Specialties available for import to customize each site’s repository of Content appropriate to the types of patients seen by the clinic.
August 2008
Basic TerminologyBasic Terminology
• Clinical Content: Clinical Content includes Templates for production of specific clinical encounter documentation and the Master Files that provide the structure for all types of documents produced by PrimeChart.
• Template: Templates provide a framework for quickly creating each individual document for a clinical encounter.
– A generic Medication Refill Template might be used in any Specialty.
– Templates for Scoliosis, Scoliosis Follow-up and Rheumatoid Arthritis might be particularly relevant to Orthopedics and Rheumatology specialists.
• The Scoliosis Template would include appropriate selections for documenting the progress of a patient with scoliosis.
– Also included in some template types are a wide variety of appropriate options for potential findings, diagnoses, orders, and various treatment including relevant medications choices.
August 2008
Basic TerminologyBasic Terminology
• Master File: The files and datasets that provide structure and building blocks for different portions of clinical encounter documents produced by PrimeChart, are referred to as Master Files.
• Master Files include the following:– Physical Exam (PE) Master– Review of Systems (ROS) Master– Diagnosis (Assessment) Favorites– History of Present Illness (HPI)
Library– History Files– Orders Favorites
August 2008
Master FilesMaster Files
• PE Master: The Physical Exam (PE) Master includes appropriate options for PE findings in a Specialty for content building and encounter documentation.
• ROS Master: The Review of Systems (ROS) Master includes appropriate options for ROS documentation for a Specialty for use in content building and encounter documentation.
• Diagnosis Favorites: Diagnosis (Assessment) Favorites include a variety of Diagnoses useful for a Specialty, a subset of the full diagnosis database included in PrimeSuite in a pick-list easily accessible for content building and encounter documentation.
• Orders Favorites: Orders (Plan) Favorites include a wide variety of Orders useful for a Specialty, a subset of the full orders (procedure codes) database included in PrimeSuite in a pick-list easily accessible for content building and encounter documentation.
• History Files: History Files include options for building relevant medical, social, family and other types of histories appropriate to a Specialty for those portions of Patient Charts.
• HPI Library: The History of Present Illness (HPI) Library includes phrases and sentences useful for building HPI information for the many situations encountered in a Specialty for content building and encounter documentation.
August 2008
Who Produces Content?Who Produces Content?
• Content Team: Greenway’s Content Team, led by manager Suzanne Chandler, R.N., B.C., includes medical and technical professionals who produce Content, review Templates and Master Files submitted by clients, edit both internally and externally created Content, maintain Templates and Master Files for updates to billing codes and medications, and prepare Content for release in the Clinical Content Library.
• Physicians Group: The Physicians’ Group, includes physicians employed by Greenway who participate in the Content development process by producing, reviewing, editing and maintaining Content in association with the Content Team. The Physicians Group also participates in Greenway Sales and Deployment activities on an as-needed basis.
• PrimeSuite Users: The care providers who use the electronic health record in PrimeSuite may contribute templates and always contribute input and feedback based on their usage and the work the Content Team and Physicians’ Group do with them to help them optimize our product in their practices.
August 2008
Process TermsProcess Terms
• Library: The Greenway Clinical Content Library is the storage vault for all files that make up Clinical Content. The Library is accessible to all Greenway employees and clients through the PrimeSuite interface. All Templates and Master files for all Specialties are available for import into the client’s database to customize each site’s repository of Content appropriate to the types of patients seen by the clinic.
• Build: Content is released into the Greenway Clinical Content Library in Library builds. A build captures all current source files stored in the Content Team’s development database, collected from the servers where Templates and Master files were developed, and places them in the Library on a server accessible through PrimeSuite.
• Release: When Templates and Master files have been created either by Greenway’s medical professionals or our clients, have been reviewed and edited by the Content Team and Greenway’s Physicians Group, they are released for inclusion in the Clinical Content Library.
August 2008
Development PhasesDevelopment Phases
• Identified: When Content for a Specialty is in the Identified phase, it has been Identified for future development but no active work is underway by Greenway to develop Content.
• Content Development: When Content for a Specialty is in the Content Development phase, Greenway’s Clinical Content Team and Physicians’ Group are actively working with medical professionals from PrimeSuite sites to develop Templates and Master Files, usually for use by early beta sites.
• Beta Testing: When Content for a Specialty is in the Beta Testing phase, it is in use at one or more PrimeSuite sites who have agreed to provide detailed feedback for the improvement of this content prior to its General Release.
• General Release: When Content for a Specialty reaches the General Release phase, new sites of that Specialty will find all required Templates and a full set of Master files in the Content Library.
• Enhancement: When Content for a Specialty is being reviewed and revised by Greenway’s Content Team in conjunction with medical professionals at PrimeSuite sites, it is placed in the Enhancement phase. When updates are complete, the Specialty returns to General Release.
August 2008
Information SourcesInformation Sources
• Direct from Greenway: – Monthly summary notifications of Clinical Content
updates are sent to users via Direct from Greenway notes in PrimeSuite Messaging.
• WebCT: – WebCT houses web-based documentation pertaining
to PrimeSuite and the Clinical Content Library. It is available through the internet to both Greenway employees and users.
– Go to http://webct.greenwaymedical.com/ PrimeSuite Documentation | Clinical Content Library.
• SalesLogix: – Copies of this report and listings of Content for each
Specialty are available in SalesLogix. Contact Jan Smith.
August 2008
Current Content StatusCurrent Content Status
The following slides present a brief summary of content status for each of the Specialties currently on the Greenway Content Development list.
August 2008
Template SummaryTemplate Summary
Grand Totals
Released: 3046 Required: 2342 Identified: 5109
3033
Examples
Allergy
Cardio
CVT
Derm
Endo
ENT
FP
GenSurg GI
Hand
IM
Neuro
Neurosurg
OBGYN
Ophth
Ortho
Pain
PedPulm
Peds
PlasticSurg PT
PulmMed
Renal
Retina
Rheum
21
264
126
65
132
20
466 702
267
81
182
754 465
7686
20
55
71
24
11
283
0
76
571
23
362
53
4
223
12
51
38
19
113
245
168
56
180
191
181
6069
17
38
53
24
11
54
0
73
326
20
146
47
21
231
52
62
99
18
386
267
188
61
181
216
160
73
2720
29
40
24
1
146
1
73
415
20
226
53
0
50
100
150
200
250
300
Totals
Specialties
Clinical Content Templates
Released Required Identified
August 2008
Allergy & ImmunologyAllergy & Immunology
• Status: General Release• Templates Released: 231• Development Began: 2004• Contributors: Two
allergists & an RN at two sites contributed to development
• Patient Hours in Point of Care Documentation: 13,363
August 2008
CardiologyCardiology
• Status: General Release• Templates Released: 52*• Development Began:
2002• Contributors: Six
cardiologists & two PAs at three sites contributed to development
• Patient Hours in Point of Care Documentation: 85,523
* Sites preferred large multi-problem templates to many small single-problem templates. One of the two multi-problem templates developed here is the equivalent of 50 single-problem templates.
August 2008
Cardiovascular & Thoracic SurgeryCardiovascular & Thoracic Surgery
• Status: General Release• Templates Released: 62• Development Began: 2003• Contributors: Two
cardiovascular surgeons at two sites contributed to development
• Patient Hours in Point of Care Documentation: 19,756
August 2008
DermatologyDermatology
• Status: General Release• Templates Released: 99• Development Began: 2003• Contributors: Four
dermatologists at two sites contributed to development
• Patient Hours in Point of Care Documentation: 37,077
August 2008
Ear, Nose & ThroatEar, Nose & Throat
• Status: General Release• Templates Released: 386• Development Began:
2003• Contributors: Five ENT
specialists at three sites contributed to development
• Patient Hours in Point of Care Documentation: 220,323
August 2008
EndocrinologyEndocrinology
• Status: Content Development
• Templates Released: 18
• Development Began: June 2006
• Patient Hours in Point of Care Documentation: 3,170
• Note: Seeking additional Beta site
August 2008
Family PracticeFamily Practice
• Status: General Release• Templates Released: 267• Development Began:
2003• Contributors: Four
primary care physicians and six sites contributed to development
• Patient Hours in Point of Care Documentation: 305,422
August 2008
GastroenterologyGastroenterology
• Status: General Release• Templates Released: 61• Development Began:
2004• Contributors: Four
gastroenterologists at three sites contributed to development
• Patient Hours in Point of Care Documentation: 56,519
August 2008
General SurgeryGeneral Surgery
• Status: General Release• Templates Released: 188• Development Began:
2002• Contributors: Four
general surgeons and four sites plus a general surgeon on-staff at Greenway contributed to development
• Patient Hours in Point of Care Documentation: 271,178
August 2008
Hand Surgery *Hand Surgery *
• Status: General Release• Templates Released: 181• Development Began:
2003• Contributors: A hand
surgeon and staff at two sites contributed to development
• Patient Hours in Point of Care Documentation: 17,550
* This specialty formerly known as Hand Microsurgery.
August 2008
Internal MedicineInternal Medicine
• Status: General Release• Templates Released: 216• Development Began:
2005• Contributors: Four
internists and three sites plus an internist on-staff at Greenway, contributed to development
• Patient Hours in Point of Care Documentation: 247,571
August 2008
NephrologyNephrology
• Status: General Release• Templates Released: 29• Development Began:
2005• Contributors: Two board-
certified nephrologists at two sites contributed to development
• Patient Hours in Point of Care Documentation: 13,299
August 2008
NeurologyNeurology
• Status: General Release• Templates Released: 160• Development Began:
2003• Contributors: Multiple
neurologists at one beta site plus a neurologist on-staff at Greenway have all contributed to development
• Patient Hours in Point of Care Documentation: 10,933
August 2008
NeurosurgeryNeurosurgery
• Status: General Release• Templates Released: 53• Development Began:
2004• Contributors: One
neurosurgeon and staff at two sites contributed to development
• Patient Hours in Point of Care Documentation: 69,307
August 2008
Obstetrics & GynecologyObstetrics & Gynecology
• Status: General Release• Templates Released: 226• Development Began:
2002• Contributors: 10
obstetrician/ gynecologists, one gynecologist, and 2 two PAs at four sites contributed to development
• Patient Hours in Point of Care Documentation: 1,668,282
August 2008
OphthalmologyOphthalmology
• Status: General Release• Templates Released: 21• Development Began:
2005• Contributors: A retinal
surgeon and staff at one site contributed to development
• Patient Hours in Point of Care Documentation: 2,430
NOTE: This specialty includes the subspecialty Retinal Surgery.
August 2008
OrthopedicsOrthopedics
• Status: General Release• Templates Released: 415• Development Began:
2004• Contributors: An
orthopedist and staff at five sites contributed to development
• Patient Hours in Point of Care Documentation: 112,245
August 2008
Pain ManagementPain Management
• Status: General Release• Templates Released: 73• Development Began:
2005• Contributors: A physician
and staff at a PrimeSuite site contributed to development
• Patient Hours in Point of Care Documentation: 19,181
August 2008
Pediatric PulmonologyPediatric Pulmonology
• Status: Identified• Templates Released: 0• Development Began:
2003• Contributors: One
pediatric pulmonologist at a site has developed templates for the site’s use
• Note: Not yet available
August 2008
PediatricsPediatrics
• Status: General Release• Templates Released: 146• Development Began:
2003• Contributors: Three
pediatricians at three sites contributed to development
• Patient Hours in Point of Care Documentation: 118,729
August 2008
Plastic SurgeryPlastic Surgery
• Status: Identified• Templates Released: 0• Development Began:
N/A• Note: Related Templates
in General Surgery and Dermatology can be used
August 2008
Pulmonary MedicinePulmonary Medicine
• Status: General Release• Templates Released: 40• Development Began:
January 2005• Contributors: 11
pulmonologists at three sites contributed to development
• Patient Hours in Point of Care Documentation: 41,500
August 2008
RheumatologyRheumatology
• Status: General Release• Templates Released: 27• Development Began:
2005• Contributors: Two
physicians certified in internal medicine and rheumatology and staff at two site contributed to development
• Patient Hours in Point of Care Documentation: 6,583
August 2008
UrologyUrology
• Status: General Release• Templates Released: 73• Development Began:
2003• Contributors: Four
urologists at three sites contributed to development
• Patient Hours in Point of Care Documentation: 98,589
August 2008
Examples (All Specialties)Examples (All Specialties)
A total of 21 templates for correspondence, hospital admissions, medication refills and post operative notes have been released for all specialties under a generic Specialty category called All Specialties – Examples. These templates have been developed and revised with input from Greenway’s medical professionals and from users in the field. More templates for this category are in progress.
August 2008
Content StructureContent Structure
Each of the 21 Greenway Specialties in General Release includes a set of Clinical Master Files that are imported into to the site’s repository of Clinical Content during PrimeChart deployment. These Master Files are maintained and updated constantly by the Clinical Content Team and the Physician Team. The Master Files types are described in detail in the following slides.
August 2008
Physical ExamPhysical Exam
• Designed to meet the demands of each Specialty for: – Evaluation and Management (E&M) Coding
requirements – Appropriate findings for the Specialty
• Improved based on feedback from the field• Revised PE goes to next Content Library build for
immediate access to current clients• Always structurally matches the PE section of the Templates • Physical Exam structure and Templates revised and released
together• Placed in Greenway Specialty Changer utility so new sites get the
most current PE at deployment of PrimeChart• User-specific file may be tailored to personal documentation style
August 2008
Review of SystemsReview of Systems
• Unique for each Specialty• When exam is improved, new ROS goes to next Content
Library build for immediate access to current clients• The Review of Systems in the Library always matches
ROS section of Templates • Review of Systems structure and Templates revised and
released together• Placed in Greenway Specialty Changer utility so new
sites get the most current PE at deployment of PrimeChart
• User-specific file may be tailored to personal documentation style
August 2008
HPI LibraryHPI Library
• Unique for each Specialty • Loaded with sentences and phrases for
immediate use in template creation• Updated annually • Released to Greenway Specialty Changer utility
for use by new sites deploying PrimeChart• Maintenance of the HPI (History of Present
Illness) Library is performed by the user• User-specific file may be tailored to personal
documentation style
August 2008
History FileHistory File
• Unique for each Specialty• Updated on an as-needed basis (typically
annually)• Released to Greenway Specialty Changer utility
for use by new sites deploying PrimeChart• Maintained by sites based on their preferences
for history documentation• Site-specific rather than user-specific
August 2008
Diagnosis Favorites ListDiagnosis Favorites List
• Subset of International Classification of Diseases, 9th Revision, Clinical Modification (ICD-9 or ICD-9-CM) list on each site’s server
• Unique to the Specialty• Updated every year in conjunction with annual ICD-9
codes maintenance• Listed by Local Names created with input from medical
staff at Greenway and clinicians at representative sites of each Specialty
• Full ICD-9 list including every ICD-9 code also updated regularly
August 2008
Orders Favorites ListOrders Favorites List
• Subset of Current Procedural Terminology (CPT) codes list and HCFA (Health Care Financing Administration) Common Procedural Coding System (HCPCS) list on each site’s server
• Unique to each Specialty• Most current CPT and HCPCS codes• Listed by Local Names created with input from
medical staff at Greenway and clinicians at representative sites of each Specialty
• Full CPT and HCFA lists are also updated regularly
August 2008
Content MaintenanceContent Maintenance
Content is not static once it reaches the General Release phase. On the contrary, Templates and Master Files are maintained constantly to keep up with changing requirements for billing codes, medications, E&M coding, etc., and incorporating feedback from care providers who use PrimeSuite. The following slides describe normal content maintenance.
August 2008
First DataBank MedsFirst DataBank Meds
• Updated monthly by Greenway with the latest First DataBank list
• Templates reviewed with First DataBank updates and all obsolete drugs are removed and, where indicated, replaced
• Affected templates re-released by the end of month• Sites identify obsolete medications in users’ templates
by running the Obsolete Drugs Report– Templates referencing obsolete drugs are identified– Owners of templates may remove obsolete drugs from Plan
section of identified template(s).
August 2008
Changes in CPT CodesChanges in CPT Codes
• Every Fall, the American Medical Association (AMA) releases the new Current Procedural Terminology (CPT) codes for next year
• Revised codes must be implemented by January of the next year
• Greenway updates the full CPT lists of every site on or about January 1
August 2008
Updates to HCPCS Codes Updates to HCPCS Codes
• UNICOR/Alpha II releases the new HCFA (Health Care Financing Administration) Common Procedural Coding System (HCPCS) codes quarterly in January, April, July, and October of each year
• Greenway updates the HCPCS lists at all sites quarterly• Orders Favorites list for each Specialty is updated once
a year, on or about January 1– Removes obsolete CPT and HCPCS codes from the Orders Favorites
lists – Makes replacements where indicated
• New sites implementing PrimeChart receive the updated list
• Existing users maintain their own Orders Favorites lists– May request utility run to automatically remove
obsolete codes from the Orders Favorites list– Service performed per site request
August 2008
Content Update NotificationsContent Update Notifications
• Content Library Update on WebCT published for each Library Build – Includes details regarding
• all new templates• all updated templates• all Code changes made to Favorites
lists
• Direct from Greenway summary notice sent periodically via PrimeSuite Messaging
August 2008
Template ChangesTemplate Changes
• Users review and download new or updated Templates from the Greenway Clinical Content Library
• To access the Library, click Import on the Template Admin page of PrimeSuite
• Users who don’t want to replace customized Templates can update their Templates based on the information contained in the Direct from Greenway message or on WebCT
August 2008
Favorites ChangesFavorites Changes
• Users review WebCT or the Direct from Greenway message to identify the noted changes for Orders and Diagnosis Favorites and make the changes to their Favorites– Alternatively, request a utility run to identify and delete obsolete codes
in both Favorites lists
• Full ICD-9, CPT, and HCPCS lists automatically updated at each site when third party vendors release information to Greenway– Service automatically performed for all clients
• Favorites lists should be updated in addition to automatic codes updates
• Most sites choose to perform maintenance themselves to add appropriate codes to their lists while deleting old ones
August 2008
Contact InformationContact Information
Suzanne Chandler, RN, BC
Clinical Content Manager, for information on planning and goals for Content and the subjects covered in this document.
Ellen Wilson
Technical Writer, for assistance with using reports available on WebCT and in SalesLogix.
August 2008
Questions?
