Want to Know the Secrets of Great Encounter Forms? Sam Romeo, MD Chris Hawley, MD.
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Transcript of Want to Know the Secrets of Great Encounter Forms? Sam Romeo, MD Chris Hawley, MD.
Want to Know the Secrets of Great
Encounter Forms?
Sam Romeo, MD
Chris Hawley, MD
Romeo Medical Clinic – Tower Wellness Center
• Turlock, CA• Family Practice• Sports & Occ. Med• Ortho Surgery• ENT• Surgery Center• Restaurant, Spa + more!
Introduction• Learning from our mistakes.• Secrets of designing great
forms.• Form examples.
1st EMR - The Glorified Word Processor
Data blobs, data blobs….I can’t take it anymore!!
FORMS WHO SHALL NOT BE NAMED…
#1 - Non- Editable Forms #2 - Shared Free Forms
Custom forms
We can build anything you want!
Perfect! But what if I think I know what I’m doing, but really don’t?
Back to the
Drawing Board
Secret to Developing Great Forms
1. Understand Your Diverse Providers
2. Develop Guiding Principles
3. Follow Good Software Design Principles
4. Form design should match workflows.
Understanding Your Diverse Providers
Young Bucks
Veterans
Mid-Career
• Med School EMR
• Early Career EMR
• Mid-to-Late Career EMR
Narrative vs. Check list
Narrative Data Input & Output• CC: Headache• 45 year old female with 2
day history of headache associated with nausea, vomiting, and rashes. He denies fever, chills, vision change. This is aggravated by loud noise, light, and mother-in-law. Treatment tried includes ibuprofen, warm towel, and dark room.
Granular Clinical Checklist Data to Leverage EMR
• CC: Headache• Age: 45• Onset: Acute• Duration: 2 day• Reports: Nausea, vomiting,
rash.• Denies: Fever, chills, vision
changes.• Aggravated: Loud noise, light,
mother-in-law• Treatment: ibuprofen, warm
towel, and dark room
Develop Form Guiding Principles Before Developing Solutions
• Fast: – Eat lunch and done by 5 pm.
• Intuitive: – Data input mirrors provider brain/workflow.
• Thorough: – Capture granular data, orders, etc.
• Standardized: – Every form looks and works the same way.
Software Design Principles
• Granular Data In = Powerful Tool• Low Brain Energy for User
– Seamless experience– Left to Right Navigation– Separate Areas of Functionality– Don’t change the keys on the keyboard– Keep design practices consistent within each layer
• Minimize System Processing• Allow for expansion while maintaining
integration
4 Quadrant Design
MENUS SUB -
MENUS
REVIEWDATA
ENTRY
Physical Exam: Consistent Design
GRANULARIT
Y +
MODULARITY
“ Easy Buttons” Leverage Granularity
Seamless: Never Leave the FormSeamless Availability of Diagnostic Data
Integrated Assessment + Orders
Integrated Orders + Documentation
Counseling Instructions + G-Codes + Populate Obs Terms + CVS Population
Procedure Note + Charge Capture
“Meaningful” CVS Populate + Print
Summary to Developing Great Forms
1. Understand Your Diverse Providers
2. Develop Guiding Principles
3. Follow Software Design Principles
4. Form design should match workflows.
Photo References
Royalty free-photos used from Shutterstock for this presentation.
Limited use licenses available on request, except slide #2 (Tower Health & Wellness Center, Rights Owned) and slide #5 from HD Wallpapers: http://pichost.me/1906104/ also royalty free.