STERLING WHAT YOU NEED TO KNOW ABOUT SELECTING THE … · What You Need to Know About Selecting the...

What You Need to Know About Selecting the Right EHR

10/18/2011

© Sterling Solutions, 2011 1

Medical Billing Made Easy™

Presents

What You Need To What You Need To Know About Selecting Know About Selecting

the Right EHRthe Right EHR

Ron Sterling

www.Kareo.com

AgendaAgenda

Survey Five Key EHR Components Examine Four EHR Types Analyze EHR Relationships With Practice

Management Systems and Patient

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Management Systems and Patient Portals

Review Ten Key EHR Evaluation Criteria Discuss EHR Evaluation Strategies

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EHR ComponentsEHR Components


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Document ManagementDocument ManagementPractice Fusion Image ToolPractice Fusion Image Tool


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Patient ServicePatient Service

• Service Tools Triage Tools Refill Tracking Order Tracking Coordinating Care Items


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Coordinating Care Items Messaging Reporting to Patient Reporting to Others Managing Care

Transcription Files

Image Repositories

InteroperabilityInteroperability

Lab Systems

OtherProviders

OtherEHR Systems

DiagnosticEquipment


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Workflow ToolsWorkflow Tools

• Supports Collaboration Among Doctors and Staff

• Allows the Tracking of Messages and Issue Resolution

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• Routes Incoming Items and Manages Outgoing Items

• Supports Patient Services Within the Office

• Supports and Tracks Interactions

Care360 WorkflowCare360 Workflow

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Patient PortalPatient Portal• Patient Service Refill RequestMessage Exchange eVisits

• Patient Health Record

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Access Information Review Results

• Patient Information Gathering Health History HPI Periodic Reporting


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MedfusionMedfusion Health HistoryHealth History

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EHR Clinical ContentEHR Clinical Content

• Content - Specialty or Practice Specific Medical Record Structures Primary Care and Specialty Subspecialties Disease or Conditions Covered

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Disease or Conditions Covered Protocols Supported Service Mix Ancillary Services Payer Mix

Electronic Medical Record (EHR) Electronic Medical Record (EHR) ToolkitsToolkits• Toolkits - Programs That Allow You to Define

How the Clinical Record Will Look

Define Information That You Need in the Order That You Need

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Enter Clinical Findings or Information That Tie in With Your Specific Practice/Specialty

Define Relationships Among Medical Records (i.e., Image and Report)


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PMS, EHR and PMS, EHR and Patient PortalsPatient Portals

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PMS and EHRPMS and EHR

EHRDemographics

Charges

Appointments

PMS EHR

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g

Interfaced Products cannot support some features.EHR Options may be limited to selected PMSs.Old PMSs may be difficult to interface with EHRs.

Patient Portals and PMSPatient Portals and PMS

EHR

Patient Portal

Demo/Appt Update

Demo/Appt Information

PMSStatements

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Payment/Inquiry


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Patient Portals and EHRPatient Portals and EHR

EHRPatient Portal Patient Request

Information

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Response

Messages – Sent to Inbox and Information Entered into EHR.Information Accepted – Information Flagged and Posted to Patient Chart.

Key EHR Key EHR Selection CriteriaSelection Criteria

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Uncovering Your EHR NeedsUncovering Your EHR Needs

• Talk To Patients Doctors Staff Other Doctors and Providers

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• Review Paper Chart Contents• Review Other Documents• Examine Current Procedures• Observe Patient Service• Inventory Internal and External Sources


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Key EHR Selection CriteriaKey EHR Selection Criteria

• Certified EHR• Entity Structure• Usability/Look and Feel• Technology

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Existing PMS Consider Existing Base

• Support and Maintenance

• Practice and User Customization Options Practice Standards Multi-Specialty Accommodations User Roles

• Surgery Scheduling


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Surgery Scheduling Tracking Needs Monitor Progress


• Imaging Indexing File Types Annotation

• Patient Summary

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Patient Summary Display Options Content Outstanding Items


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• Clinical Content Specialty/Subspecialty Services Patient Population Treatment Standards

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Treatment Standards Report Quality Report Presentation


• Transcription EHR Inserts Tracking

• Prescriptions Electronic Rx

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Electronic Rx Management

• Orders (Lab, Diagnostic, Procedures) Tracking Completion Continuity of Care Results


• Patient Education Internal Content Logs

• Coding and Billing Justification

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Justification Supporting Documentation

• Workflow Patients In Office Messages Patient Service


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• Reports and Letters Addressable Data Search Options Reporting Options Log Files

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Log Files Triggers

EHR Evaluation StrategiesEHR Evaluation Strategies

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Selecting An EHRSelecting An EHR

• Evaluate EHRs Based On Realistic Criteria Workflow Model Practice Size Specialty and Clinical Fit

• Conduct Limited Demonstrations with Selection

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• Conduct Limited Demonstrations with Selection Committee Scripted Questions


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Selecting An EHR (Cont’d.)Selecting An EHR (Cont’d.)

• Check References and Visit Sites Verify Comparable Situation Clinician and Operations Participation Observe Workflow and Charting

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Selecting An EHRSelecting An EHR

• Select Final(ists)• Conduct Demonstrations for a Broad Array of

Staff Scripted Demonstration Drop In Demonstration

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Drop In Demonstration Accountability for Staff

Selecting An EHR (Cont’d.)Selecting An EHR (Cont’d.)

• Create a Realistic Budget Project Management Non-Vendor Assistance Data Conversion Adequate Hardware

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Adequate Hardware Training Support


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Decision TimeDecision Time

• Summarize Results• Establishing Realistic Expectations• Best of Breed Versus Single Vendor• “All Things Being Equal” Test

M ki A G d/B t D i i

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• Making A Good/Best Decision Can You Be Successful with the Product Will You Be Able to Work with the Vendor

Speaker Contact Information:

Ron SterlingSterling Solutions, Ltd.

301-681-4247

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SQEES.blogspot.com [email protected]

www.sterling-solutions.com

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INSANELY EASYINSANELY EASY

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Medical Billing Made Easy™


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No Cancellation PenaltiesNo Cancellation Penalties

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Questions?Questions?

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